Letters by company
Qualcomm INC
6 letters discussing QCOM. Everything written about it on this site is on its ticker page.
- Sound Shore Management June 30, 2026 Sound Shore favored Qualcomm and Marvell Technology as AI infrastructure beneficiaries with valuations it considers compelling, while maintaining discipline on exposure after the sector’s sharp advance. The fund also cited margin-recovery initiatives at Southwest Airlines, operational improvements at Elevance Health, and Regeneron’s pipeline and balance sheet despite mixed melanoma trial results. second quarter of 2026 ELV $88BLUV $21BMRVL $252B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2026 Sotera Health was added after Warburg Pincus exited, leaving a discounted sterilization duopoly with high switching costs, constrained industry capacity and a path toward lower capital spending and litigation risk. Qualcomm and Corning were trimmed and hedged after AI-driven appreciation, while cash remained a major holding as the firm watches software dislocation and broader AI uncertainty. Q2 2026 SHC $5.1BCALY $2.5BGLW $136B
- EdgePoint Wealth Management This time’s different…right? EdgePoint Wealth Management argues that artificial-intelligence enthusiasm resembles the internet bubble, where genuine technological change did not prevent severe valuation risk. It identifies Qualcomm, Applied Materials, MinebeaMitsumi, Alfa Laval and Brookfield Asset Management as underappreciated ways to benefit from semiconductor demand, data-centre cooling and power needs without paying explicitly for an A.I. thesis. 2nd quarter, 2024 ALFVY $24BAMAT $404BGLW $136B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2024 O'Keefe Stevens initiated Alibaba and Perrigo, arguing that Alibaba's cash generation and China market position outweigh geopolitical and competitive risks, while Perrigo can recover from infant-formula disruption through a relaunch, cost savings and Opill. Qualcomm and Corning were retained as AI beneficiaries, although the firm questioned the durability of hyperscaler capital spending. Q2 2024 BABA $270BPRGO $2BGLW $136B
- Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary Fairtree Global Equity Fund added to Booking Holdings, Meta and TSMC, opened positions in Shibaura Mechatronics, Charles Schwab, Robinhood, LVMH, Sasol and Gold Fields, and exited several lower-conviction holdings. The portfolio favours technology over cyclical shares while retaining valuation discipline amid a momentum-led semiconductor rally. Q2 2026 —
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $173BMCD $164B
