QCOM

I got Qualcomm and Nvidia there, too.

SO QUALCOMM NUMBER ONE PLACE, THEY GOT A PRODUCT CALLED SNAPDRAGON PLATFORM BEING USED IN NUMBER TWO, YOU'VE GOT APPLE, THE HARDWARE, HUNDREDS OF MILLIONS OF AFFLUENT OF PEOPLE ACROSS THE PLANET AND ALL OUR DATA AND THEY KNOW EVERYTHING ABOUT US.

I end up buying some shares on impulse

it is a buy here at these levels

while I am super tempted to buy the dip here

which brings us seamlessly to our second featured stock, Qualcomm Incorporated, ticker QCOM. Qualcomm is a semiconductor titan executing one of the most aggressive and impressive business diversification pivots in modern tech history

Qualcomm's C1000 CPU seems to be priced at zero, making it a good opportunity to get in early, at least for long-term investors that are willing to take a risk on a brand new chip from a company that just pivoted to data centers.

Qualcomm, you know, Qualcomm, 85% market share in wearables, like devices. That stock has fallen from 258 down to 147. I think if AI is going to be successful, Qualcomm is going to be successful as well because you need wearables to be at least semi-successful.

Qualcomm, you know, same deal here. Qualcomm's down a lot. But if AI is really going to be as productive as we think and be this big, you know, groundbreaking thing that everyone believes it to be, I mean, wearables are going to be important. Qualcomm has like 85% market share in wearables.

I also like something like Qualcomm for AI wearables and Marll for data center connectivity.

I also think that Qualcomm is a very interesting play as well.

Qualcomm Marll cors ke some of your data centers I think also can be interesting on a selloff buying them on the dip.

Within the A tier, you have Nvidia, AMD, Marll, Broadcom, Qualcomm. These are companies that are going to experience more demand even if capex goes down or or or doesn't go as high as expected.

with other AI stocks, Marll and Qualcomm at the right price. If AI stocks continue to sell off, I I do think those are going to be very attractive opportunities

You know I got Qualcomm and Nvidia there too

on the semiconductor side Nvidia, Broadcom AMD and a little bit of Qualcomm. Those are our stalwarts.

So, Qualcomm is trading near fair value with excellent financial health and a strong position in an evolving market. That is why it is on our list.

I like it from an investment standpoint.

that gives us investors that have been patient and didn't chase the stock higher another opportunity. ... Do not sleep on Qualcomm as that value chip play.

So stock number two is going to be Qualcomm ticker QCOM.

Now, guys, this list may surprise some of you. Here are the 15 stocks that are getting close to my intrinsic value based on my assumptions. What that means is, remember here, we had a current price return of low side 12.8, high side 24. This one was between These next 15 are between 6% and 9%. So, they're getting close to that intrinsic value. Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS Ferrari Starbucks Google O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon. When we have a correction, these stocks will fall with the rest of the market and I'll give them a deeper look as the price falls and gets closer to intrinsic value and even further down.