QCOM 全部观点

Marvell and Qualcomm are preparing to capitalize on the growing demand for AI data centers . At the same time, Qualcomm is investing in the innovation, research and development of computing solutions for data centers, and accelerated central processing units (CPUs) aimed at bridging the current gap between the memory market and CPUs and graphics within data centers.

Based on all of the above, which of the two stocks is better to buy now: Qualcomm or Marvell? Looking at the revenue profile, Qualcomm is a much larger company compared to Marvel , with revenues more than four times those of Marvel, at $44 billion versus $ 9.45 billion for Marvel.

A few days ago on August 26th, Qualcomm reminded investors of its ambition for gaining market share inside the data centers updated for artificial intelligence. The company said its high-bandwidth compute HBC, its first generation, is slated for commercial shipment in 2027.

So, given the company's success in expanding outside its core competency, which is smartphones, and its success in automotive and computers, should investors be excited about Qualcomm's ambitions in data centers? And is Qualcomm's stock a buying opportunity amid this expansion?

And finally, the third stock is Qualcomm, QCOM. All right, plan C is Qualcomm and you know I had to mix it up and throw in a death cross for you. So it's not as close as the other two were. Literally SMCI Duolingo literally right there creating that. I'm not fully crossing though. This is a little ways away.

Let's take a look at Qualcomm. I I I don't know it all that well off the top of my head. Are they due to report? I mean, they're continuing to grow revenue. 44 billion. It seems like they got a spike around CO, though. So, some of that growth might just be price increase. I don't know how much of the the growth is is unit versus price.