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amirbrand465
amirbrand465
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Saturday 05 October 2024 03:15:05 GMT
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nadeem.ali.1236
Nadeem Ali 🇬🇷804 :
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2024-10-05 04:07:35
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ramzan476gmail.com
@Ramzan476 :
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2024-10-05 05:25:55
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jamshaidbrand22
🖤M💞 ka💞ho❤️ yarr 3431850769 :
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jamshaidbrand22
🖤M💞 ka💞ho❤️ yarr 3431850769 :
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2024-10-05 09:56:08
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nadeemrajpoot060
Nadeem Raza ❤️❤️🥀😳🫣😘❣️👁️? :
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2024-10-05 14:52:19
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mothers.son.madar
Jutt 03704455293💔💔💔 :
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2024-10-07 15:22:40
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ahlyan haider :
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2024-10-08 07:07:00
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كل واحد عارف عمل ايه معايا وبيعمل ايه وهيعمل ايه ف لما ارد الجمايل تقبلوها بنفس راضيه#horgada🌊 #egypt🇪🇬 #البحر_الاحمر #مارينا_الغردقه🌊🛥 #الخال🏇
كل واحد عارف عمل ايه معايا وبيعمل ايه وهيعمل ايه ف لما ارد الجمايل تقبلوها بنفس راضيه#horgada🌊 #egypt🇪🇬 #البحر_الاحمر #مارينا_الغردقه🌊🛥 #الخال🏇
طب اديك خسرتني 🖤 #doctor_stories #مصمم_فيديوهات
طب اديك خسرتني 🖤 #doctor_stories #مصمم_فيديوهات
@eduardodasi_ @fernandodasi_ #fernandodasi #eduardodasi #irmaosdasiclipfy
@eduardodasi_ @fernandodasi_ #fernandodasi #eduardodasi #irmaosdasiclipfy
اهنگ ریبا به صدای دلنشین حیدر سلیم جان 💚❤️♥️💖💜💙🧡#afghanistan🇦🇫 #foryoupage♥️♥️ #Classicmusic♥️♥️ #indiantiktok🇮🇳🇮🇳❤❤ #afghantiktok🇦🇫🇦🇫🇦🇫
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Why Qualcomm is a long bet for me. 1. Trading around a 17~ 2026 Non-GAAP EPS, with smartphone headwinds baked in 2. ~5% free cash flow yield, accounting for stock based comp 3. Successful pivot into automotive, and have beat their 2021/2022 investor day forecasts for 2026 revenues by far 4. IoT segment growing significantly as well 5. 2029 15.xx Non-GAAP EPS → to 18 Non-GAAP EPS. Means they are trading at a <10x 2029 P/E while projected to grow EPS by 20% CAGR. Insane if they execute 6. MSFT deploying chip architecture for Azure, META buying C1000 chips, 2 more “unnamed” hyperscalers buying ASICs. 5b in data center rev by 2027 7. Non-Handset forecast in 2029 from $22b → $40b 8. Automotive pipeline grew 20b from just 2 months ago 9. They are primed for energy efficient computing, we just need adoption. If they can execute, there’s significant upside. 10. This technical expertise is beneficial for edge AI, physical AI, and data center profitability. Physical AI was mentioned during the investor day, but no revenues assigned to this segment. This can be a long tailwind once physical AI advances. 11. I’m a bagholder 😭 I had bad timing, which is historically not unusual for me. Now I’m betting on management to execute their ambitious forecasts. If they make it, great - I see the stock at $300+. If not, I’ve sized it to a relatively comfortable position for my portfolio (3%~). Not financial advice, do your own research. This is just me sharing what I found, and what I’m doing for educational purposes only. #investing #qualcomm #stockmarkets
Why Qualcomm is a long bet for me. 1. Trading around a 17~ 2026 Non-GAAP EPS, with smartphone headwinds baked in 2. ~5% free cash flow yield, accounting for stock based comp 3. Successful pivot into automotive, and have beat their 2021/2022 investor day forecasts for 2026 revenues by far 4. IoT segment growing significantly as well 5. 2029 15.xx Non-GAAP EPS → to 18 Non-GAAP EPS. Means they are trading at a <10x 2029 P/E while projected to grow EPS by 20% CAGR. Insane if they execute 6. MSFT deploying chip architecture for Azure, META buying C1000 chips, 2 more “unnamed” hyperscalers buying ASICs. 5b in data center rev by 2027 7. Non-Handset forecast in 2029 from $22b → $40b 8. Automotive pipeline grew 20b from just 2 months ago 9. They are primed for energy efficient computing, we just need adoption. If they can execute, there’s significant upside. 10. This technical expertise is beneficial for edge AI, physical AI, and data center profitability. Physical AI was mentioned during the investor day, but no revenues assigned to this segment. This can be a long tailwind once physical AI advances. 11. I’m a bagholder 😭 I had bad timing, which is historically not unusual for me. Now I’m betting on management to execute their ambitious forecasts. If they make it, great - I see the stock at $300+. If not, I’ve sized it to a relatively comfortable position for my portfolio (3%~). Not financial advice, do your own research. This is just me sharing what I found, and what I’m doing for educational purposes only. #investing #qualcomm #stockmarkets

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