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Posted by
Two Blokes Mon at 1:30 PM -
Filed in
Stock
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Qualcomm is undervalued at 14.2x Price-To-FCF, despite market concerns over Apple business loss and customer concentration risks. I see Qualcomm's unique integrated platform and diversification into Automotive, IoT, and PCs as key drivers to offset Apple revenue declines. Margins are under pressure due to competitive handset markets and automotive pricing, but profitability remains strong versus peers like AMD and Intel.
