$QCOM's investor day gains have been more than erased by the tape, but the read is still buy and hold. The standout from investor day was HBC (High Bandwidth Compute): memory bandwidth hardware packaged directly next to an XPU, cutting the latency you'd pay offloading to separate DRAM. If that delivers, it's a real architecture edge. Thesis intact, price just hasn't caught up yet.
Aggregated and distilled by Two Sentence Traders. Not financial advice.