2Wk·

Why do we talk so little about Qualcomm?

I made a purchase on Wednesday. I've actually wanted to do this for a long time, but somehow I got a bit off track.

In my view, this is one of the cheapest companies in the semiconductor sector, and its low price is not justified. In my opinion, there is good money to be made with $QCOM (-1.78%) both in the short to medium term and in the long term (the need for chips and very solid dividends)

07.05

Qualcomm

Bought x1000 at €123.87

€123,870.00

22 Comments

Erdbeermaus@Lumimyrsky

2Wk

most normal Wednesday

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YoungAlpha69@YoungAlpha69

2Wk

Very chilling 10 million portfolio

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Saschko@WarrenamBuffet

2Wk

Yep, I agree. It somehow flies totally under the radar

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ThemenmitKopf@topicswithhead

2Wk

@WarrenamBuffet competition is tough, hence the sell-off. I want to get in at 120, but I'm still very unsure, as they will lose a lot of sales in the next few years and can only recover them if the new diversification works out.

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Patschke6686@Patschke6686

2Wk

I've already given a lot of thought to $QCOM. The risk, as @Tenbagger2024 has already written, has always put me off and made me uncertain.
Of course, I find the company very exciting. But I'm still undecided so far

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LarryLindt@LarryLindt

2Wk

Has definitely been worth it 😂

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Epi@Epi

2Wk

What is the customs situation at QCOM?

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user03@user03

2Wk

I totally agree with you, I've had it in my portfolio for a while now

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Lance@IsaiGM

2Wk

Your portfolio is about 10 millions or what?

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savvy_investor_som@Savvy_investor_2000

2Wk

@IsaiGM 😉

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Lance@IsaiGM

2Wk

@savvy_investor_2000 ?

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Ph1l1pp@Ph1l1pp

2Wk

@IsaiGM across all her portfolios, yes

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Lance@IsaiGM

2Wk

@Ph1l1pp my god

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Matzke@Matzke

2Wk

Competition is squeezing Qualcom, growth is quite weak for this sector. I had Qualcom in my portfolio for quite a long time - without much success. Could develop into a lame duck. My opinion - don't get angry right away. Regards

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Tenbagger2024@Tenbagger2024

2Wk

@Matzke
Could also become similar to Cisco. Apple and Samsung still have to fall back on it, but at some point they will get it right themselves.

On the other hand, they have moved into new
business areas.
Qualcomm will play a role in autonomous driving.
And reality glasses are almost impossible without Qualcomm.

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user03@user03

2Wk

@Tenbagger2024 do you think microsoft will produce chips itself?

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Tenbagger2024@Tenbagger2024

2Wk

@user03
Good question, I don't think so. But there's no way of knowing. Or have you heard of such plans?

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Chris@Multibagger

2Wk

You simply invest 1.5 % of your portfolio. That's manageable. If I were to invest 1.5% of my portfolio in $QCOM, that would be around 1.5 shares. So I would have to increase my investment or use derivatives. There are much more lucrative investment cases for me for both options.

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aktien.pumper@aktienpumper

2Wk

Casually buying Stocks for 125k, thats the goal 🤝

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profit_architect_2201@profit_architect_2201

2Wk

Simply 12.5k profit so far unbelievable

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bull_investor_vkmhk@bull_investor_vkmhk

2Wk

Into the US values...yes then toi toi toi 🤗

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Stevoo@Stevoo13

2Wk

They are slowly losing most of their major smartphone customers...Apple and Samsung. Additionally their AI PCs are nowhere near to moving the needle...yes they are cheap but there is a reason.

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