Dylan Patel's avatar
$103.5m follower assets
Is mmWave Adoption Stagnating?
$QCOM $6B Opportunity Update & EPS Estimates
iPhone BOM
iPhone 14 and Jio mmWave
$META update
Is mmWave Adoption Stgnating?
Qualcomm’s $6B Opportunity Update
iPhone mmWave BOM
$QCOM EPS Estimates
iPhone 14 and Jio mmWave updates
Samsung and $META update - This includes chip-level details and what’s going on with Meta’s in-house SoC development.
Benjamin Buchanan's avatar
Hi Dylan! Asked the same question on Twitter, just curious as to your thoughts on how much of a discount QCOM is getting valuation wise due to geopolitics concerns. Ty sir!