We came across a bearish thesis on QUALCOMM Incorporated on Irrational Analysis’s Substack. In this article, we will summarize the bulls’ thesis on QCOM. QUALCOMM Incorporated’s share was trading at $169.20 as of September 26th. QCOM’s trailing and forward P/E were 16.33 and 13.99 respectively according to Yahoo Finance.

Irrational Analysis highlights Qualcomm’s chronic underperformance in the semiconductor sector, driven by strategic missteps and missed opportunities over the...




