Convequity MSU: Qualcomm - Jan 2023
Summary
* Market (M), Street (S), and Us (U) perspectives differ on various sectors that Qualcomm operates in, such as Android handsets, auto, PC, server, and XR/VR.
* The "Us" viewpoint tends to be more bullish and forward-looking, particularly in areas like smartphone GenAI, auto, and XR/VR.
* There is optimism about Qualcomm's future in smartphone GenAI, auto, and XR/VR, while the Market and Street perspectives are more conservative and short-term focused.
Following on from our introduct
