If you think Qualcomm is “just the Snapdragon phone chip company,” think again. Quietly, they’ve been leveling up and stepping into AI and data centers, going head-to-head with giants like Nvidia and AMD. So, is now the right time to invest in Qualcomm? Let’s break it down.
As of November 4, 2025, Qualcomm’s stock is trading around $180 with a market cap of roughly $155 billion and a PE ratio of 17.4. They’re also paying an estimated 1.9% dividend, which is about $3.44 per share annually. Over the past 52 weeks, Qualcomm hit a low of $119 and a high of $205, giving a year-to-date return of around 18.5%.
So, what drives Qualcomm’s revenue? There are two main pillars:
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QCT (Semiconductors) – Producing chips for smartphones, automotive, IoT, and now AI.
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QTL (Licensing) – Collecting royalties from other companies using their 4G and 5G communication technology.
This combination gives Qualcomm stable cash flow (from licensing) and growth potential (from new chips). Their patent portfolio and wide communication tech make it tough for competitors to catch up.
The big moves recently? Qualcomm launched AI 200 and AI 250 servers designed for AI inference workloads in data centers – a direct challenge to Nvidia and AMD. Their stock surged after this announcement because no one expected Qualcomm to jump into the AI server market so aggressively.
They also acquired Arduino, the popular open-source platform, opening doors for Qualcomm in AI computing and robotics.
Of course, there are risks. China recently launched an antitrust investigation into Qualcomm’s acquisition of Autot Limited, potentially affecting their Asian operations. Competition in semiconductors is heating up, and if Qualcomm’s new products underperform, investors may quickly lose interest. Their licensing model also exposes them to geopolitical risks, especially US-China policy changes.
If you’re thinking of investing in Qualcomm or any US, Malaysian, or Hong Kong stock, I recommend using Moomoo. It’s a regulated, easy-to-use platform, and new users can claim up to RM2,300 in rewards. Here’s how:
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Sign up via this link: https://j.moomoo.com/0xFRE4
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Complete registration and KYC.
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Search “special deposit” before depositing a minimum of RM1,000 to unlock rewards. Larger deposits can unlock up to RM2,300!
Once you’re on Moomoo, you can join stock communities, track your portfolio, and explore ETFs, including Qualcomm. 📈
⚠️ Disclaimer: This is not financial advice. Past performance does not guarantee future results. Only invest what you can afford to lose and do your research before buying any stock, crypto, or gold.
What do you think – is Qualcomm a powerhouse ready to dominate AI, or is it just hype? Drop your thoughts in the comments, hit like, and follow for more stock insights!
