Qualcomm's CEO Says the Winner of Edge AI Will Win the Entire AI Race. Here's Why I'm Buying.

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• Qualcomm is targeting $22 billion in combined automotive and IoT revenue by fiscal 2029

  60% confidence

• Industry analysts project that laptops built around Arm CPUs could capture 20% to 25% of the total Windows PC market by the end of 2027

  60% confidence

• The market is pricing Qualcomm as a phone chip company with AI exposure, when it's increasingly becoming an edge AI infrastructure play

  60% confidence

• The user interface is becoming human-centric, with devices learning user context, habits, and intent in real time without cloud round trips

  60% confidence

• The AI race will be won at the edge, where devices, data, and users converge

  60% confidence

• Success in AI will depend on constant reinvention, efficient on-device computing, and competition across both edge and data center inference

  60% confidence

• The AI market may be overhyped in the short term but could grow to be far larger than expected over the long term

  60% confidence

• The 10 best stocks for investors to buy now do not include Qualcomm

  60% confidence

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