{"id":136403,"date":"2026-05-22T11:34:45","date_gmt":"2026-05-22T14:34:45","guid":{"rendered":"https:\/\/ubirataonline.com.br\/is-qualcomm-inc-qcom-a-top-tech-stock-in-ken-fisher-portfolio-on-data-center-opportunities\/"},"modified":"2026-05-22T11:34:47","modified_gmt":"2026-05-22T14:34:47","slug":"is-qualcomm-inc-qcom-a-top-tech-stock-in-ken-fisher-portfolio-on-data-center-opportunities","status":"publish","type":"post","link":"https:\/\/ubirataonline.com.br\/en\/is-qualcomm-inc-qcom-a-top-tech-stock-in-ken-fisher-portfolio-on-data-center-opportunities\/","title":{"rendered":"Is Qualcomm Inc. (QCOM) a Top tech Stock in Ken Fisher Portfolio on Data Center Opportunities?"},"content":{"rendered":"<p><\/p>\n<div>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Qualcomm Inc. (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/QCOM\" data-ylk=\"slk:QCOM;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;QCOM&quot;}\" class=\"link\"><strong>QCOM<\/strong><\/a>) is <a href=\"https:\/\/www.insidermonkey.com\/blog\/top-15-tech-stocks-in-billionaire-ken-fishers-portfolio-1763635\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:one of the top tech stocks in billionaire Ken Fisher\u2019s portfolio;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;one of the top tech stocks in billionaire Ken Fisher\u2019s portfolio&quot;}\" class=\"link\"><strong>one of the top tech stocks in billionaire Ken Fisher\u2019s portfolio<\/strong><\/a>. On May 5, Aletheia Capital reiterated a Hold rating on Qualcomm (NASDAQ:QCOM) in response to the company\u2019s gains in artificial intelligence business, driven by CPU and ASIC performance.<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-750ceo\">\n<div class=\"image-container yf-lglytj\" style=\"--max-height: 640px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 640; --img-max-width: 960px;\"><\/div>\n<\/div><figcaption class=\"yf-750ceo\"><!-- HTML_TAG_START -->Is Qualcomm Inc. (QCOM) a Top tech Stock in Ken Fisher Portfolio on Data Center Opportunities?<!-- HTML_TAG_END -->  <\/figcaption><\/figure>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->K\u0101rlis Dambr\u0101ns\/Flickr<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->While delivering fiscal second-quarter results, Qualcomm reiterated that it is in a phase of robust growth amid opportunities in data centers and Physical AI. Similarly, Aletheia Capital believes the company is ready to produce several types of AI chips, including CPUs and lower-power accelerators. The acquisition of Nuvia in 2021 and Alphawave in 2025, backed by expertise in edge computing processors, affirms the company\u2019s growth prospects.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The research firm expects Qualcomm to benefit from AI semiconductor demand, moving from powerful accelerators such as GPUs and ASICs to various chip types, including CPUs and LPUs. In addition, the long-term outlook remains intact, as cloud service providers have partners for next-generation ASICs serving different purposes.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Qualcomm Inc. (NASDAQ:QCOM) is a leader in wireless technology and semiconductor design, primarily powering mobile devices, IoT, and automotive systems with high-performance, low-power computing. It specializes in Snapdragon processors, 5G modems, and AI-enabled chips, driving the \u201cconnected edge\u201d for smartphones, laptops, vehicles, and robotics.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:\u00a0best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;&amp;nbsp&quot;}\" class=\"link\">\u00a0<strong>best short-term AI stock<\/strong><\/a>.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><strong>READ NEXT:\u00a0<a href=\"https:\/\/www.insidermonkey.com\/blog\/billionaire-steve-cohens-10-large-cap-stock-picks-with-highest-upside-potential-1762686\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Billionaire Steve Cohen\u2019s 10 Large-Cap Stock Picks with Highest Upside Potential;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Billionaire Steve Cohen\u2019s 10 Large-Cap Stock Picks with Highest Upside Potential&quot;}\" class=\"link\">Billionaire Steve Cohen\u2019s 10 Large-Cap Stock Picks with Highest Upside Potential<\/a><\/strong><strong>\u00a0and\u00a0<a href=\"https:\/\/www.insidermonkey.com\/blog\/12-best-uranium-stocks-to-buy-according-to-wall-street-analysts-1761664\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:12 Best Uranium Stocks to Buy According to Wall Street Analysts;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;12 Best Uranium Stocks to Buy According to Wall Street Analysts&quot;}\" class=\"link\">12 Best Uranium Stocks to Buy According to Wall Street Analysts<\/a><\/strong><strong>.<\/strong><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Disclosure: None. <a href=\"https:\/\/news.google.com\/publications\/CAAqLQgKIidDQklTRndnTWFoTUtFV2x1YzJsa1pYSnRiMjVyWlhrdVkyOXRLQUFQAQ?hl=en-US&amp;gl=US&amp;ceid=US%3Aen\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Follow Insider Monkey on Google News;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Follow Insider Monkey on Google News&quot;}\" class=\"link\"><strong>Follow Insider Monkey on Google News<\/strong><\/a><strong>.<\/strong><!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/qualcomm-inc-qcom-top-tech-084251367.html\">Source link <\/a><br \/>\nSee more: https:\/\/theglobaltrack.com\/<br \/>\nhttps:\/\/corinthiames.com.br\/<\/p>","protected":false},"excerpt":{"rendered":"<p>Qualcomm Inc. (NASDAQ:QCOM) is one of the top tech stocks in billionaire Ken Fisher\u2019s portfolio. On May 5, Aletheia Capital reiterated a Hold rating on Qualcomm (NASDAQ:QCOM) in response to the company\u2019s gains in artificial intelligence business, driven by CPU and ASIC performance. Is Qualcomm Inc. (QCOM) a Top tech Stock in Ken Fisher Portfolio [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":136404,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow2JLhCw:productID":"","_gspb_post_css":"","maa_idioma":"","maa_pais":"","footnotes":""},"categories":[1],"tags":[4922,3505,14421,9617,20353,16836,31494,7655,5417,10227,4052],"class_list":["post-136403","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ubirata","tag-center","tag-data","tag-fisher","tag-ken","tag-opportunities","tag-portfolio","tag-qcom","tag-qualcomm","tag-stock","tag-tech","tag-top"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Is Qualcomm Inc. 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