@SemiGrowth Well, Qualcomm has never been cheap. For many years, nothing worked in the mobile and smartphone sector without Qualcomm. As Appel and the Chinese are slowly producing their own chips, Qualcomm has also moved into other areas. It will also play a role in autonomous driving. But Qualcomm will also play a role in the virtual world of lightweight glasses. And you can see that even Samsung is turning to Qualcomm again in the high-end S series.
@SemiGrowth Yes sorry, that's right, I had looked wrong 🙈. And I saw that there is still a 2% dividend yield, which is really good in this sector. The P/E ratio is also falling further.
