![]() ![]() (end of TAZR subscriber notes from Tuesday evening) Watch what happens when an analyst or two step up and raise their PT to $250 this week. ![]() When I first bought QCOM over the spring and summer, I saw the stock going to $200 in 6-12 months. Well, that's just the continuing megatrend of Cooker's Technology Super Cycle and why we believed that QCOM was way undervalued at $125. The company also expects its addressable opportunity to expand from nearly $100 billion to $700 billion in 10 years as more devices become intelligently connected. QTL (tech licensing) expected to maintain its current revenue scale and margin profile. QCOM expects revenue growth from the Internet of Things (IoT) revenues to reach $9 billion by fiscal 2024. Qualcomm expects automotive revenue to rise to nearly $3.5 billion in five years and about $8 billion in 10 years. The company has two year commitments for smartphone chips from all major customers. Qualcomm provided new three-year financial targets, including: QCT (CDMA-mobile) revenues to grow at mid-teens CAGR with 30%+ operating margin by fiscal 2024 and Handset and RF front-end revenues to grow at least in-line with a 12% SAM CAGR by fiscal 2024. (Cooker's paraphrase)Īnd here were the actual missiles from the Starship QCOM. Our diversification into multiple semiconductor markets/technologies is going so well, we are going to deliver double-digit revenue growth for the next 5 years. Here were the summary notes I gave my TAZR Trader members where we were buyers below $130: So I have a special plan for you, if you're interested.įirst, let's talk about the Starship Qualcomm QCOM which dropped some bombs Tuesday on Wall Street during their Investor Day. Plus, UK regulators are breathing down Jensen's neck about the planned acquisition of Arm Holdings from Softbank.īut I think there will be so many buyers lined up waiting to get in - especially those who sold near $200 - that you won't get much of a chance. And it's not a stretch to say it may be "priced for perfection." Well, the stock has run hard in the past three weeks since the breakout above $230. Priem in January 1993 and is headquartered in Santa Clara, CA.NVIDIA NVDA is reporting earnings today after the closing bell and I'm here to tell you in advance where to buy the stock if there is a knee-jerk reaction lower. The company was founded by Jen Hsun Huang, Chris A. The All Other segment refers to the stock-based compensation expense, corporate infrastructure and support costs, acquisition-related costs, legal settlement costs, and other non-recurring charges. The Tegra Processor segment integrates an entire computer onto a single chip and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for consoles and mobile gaming and entertainment devices. ![]() ![]() The GPU segment consists of product brands, including GeForce for gamers, Quadro for designers, Tesla and DGX for AI data scientists and big data researchers, and GRID for cloud-based visual computing users. It operates through the following segments: Graphics Processing Unit (GPU), Tegra Processor, and All Other. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. ![]()
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