JE @JLE858 - Twitter Profile

JLE858 retweeted

8 days ago

If you're under 59, I'm only going to say this ONCE. I don't give a F*CK if you have $1,000, $10,000, or even $100,000 in your portfolio, $QCOM is going to make people generational WEALTH. It's a $200 BILLION company. Here's why that's insanely CHEAP: → It makes $10.4 BILLION a year in free cash flow. It trades at 21x that. $NVDA and $AVGO trade at 43x → Amazon just signed a deal that could buy up to $60 BILLION of its AI data center chips → Car chips hit a record $1.6B last quarter, up 61% → Qualcomm's own 2029 targets: $15B+ in data center, $10B in auto → Its 2029 earnings target is $18+ a share. At $189, you're paying ~10x that → It pays you ~5.5% a year in dividends and buybacks while you wait And look who's building with it: • $AMZN: up to $60B AI data center chip deal • $AAPL: just renewed its global patent license • Samsung: the Galaxy S26 Ultra runs on Snapdragon • $MSFT: Windows Copilot+ PCs run on Snapdragon • $META: Ray-Ban Meta glasses run on Snapdragon • BMW: named Qualcomm its lead chip supplier for the next decade • $STLA: expanded its Snapdragon partnership across its next-gen cars Broadcom is worth $1.67 TRILLION. Nvidia is worth $5.56 TRILLION. Qualcomm is worth $200 billion. Remember this post.