Скачать или смотреть Qualcomm (QCOM) Stock: Dividend Growth + AI PCs, Cars & Data Centers | Apple Modem Risk Explained

Qualcomm (QCOM) isn’t just a phone-chip company anymore. In today’s episode, we break down why I’m watching QCOM for dividend income + AI growth. We cover AI PCs (Snapdragon X / Copilot+ PC), Automotive (Snapdragon Digital Chassis, ADAS, connectivity), and AI data centers (AI200/AI250 inference)—plus how Apple’s in-house modem plans could affect Qualcomm and what QCOM is doing to prepare. As always, I use clear risk rules (20% trailing stop) and keep it simple.

What you’ll learn:
How QCOM’s AI PC wins could become a second revenue pillar
Why auto programs (cockpit, connectivity, ADAS) are long-cycle and sticky
Where AI data center inference fits—and why even a few big deployments matter
The real impact of Apple’s modem strategy on Qualcomm’s chips and licensing
Dividend profile + how I manage risk with a 20% trailing stop

Chapters
00:00 Intro
00:18 The Pick
00:41 About the Pick
01:01 AI PCs
01:29 Cars
02:07 AI Data Centers
03:08 Stock Data
05:09 Why Invest
05:46 The Apple Problem
06:33 Risks & competitors (NVDA, AMD, INTC, AAPL)
07:26 Portfolio review
08:33 Wrap Up

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Disclaimer: This show is for educational and entertainment purposes only. I am not a financial advisor, and this is not investment advice. Always conduct your own thorough research before making any investment decisions. All opinions are my own and not sponsored.
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#QCOM #Qualcomm #DividendStocks #DividendInvesting #Semiconductors #AIStocks #AIPCs #Snapdragon #CopilotPC #AutomotiveTech #ADAS #StockAnalysis #LongTermInvesting #PassiveIncome