Device - level AI
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I'm Long Qualcomm: A Cheap Stock With An Expensive Future Built In
Seeking Alphaยท 2025-07-31 16:21
Core Insights - Qualcomm has transitioned from being primarily associated with modem technology for smartphones to focusing on edge computing and device-level AI, indicating a strategic pivot in its business model [1]. Group 1: Company Overview - Qualcomm Incorporated is now exploring broader opportunities beyond its traditional smartphone market, emphasizing its commitment to edge computing and AI technologies [1]. Group 2: Financial Performance - The company's Q3 2025 results are highlighted as a significant indicator of this strategic shift, suggesting improved performance in new areas of focus [1].