Jose Najarro Stocks on $QCOM (Oct 28, 2026)
Qualcomm's work with Anduril on military computer devices could be a massive catalyst if a big contract is won, helping Qualcomm diversify its chips beyond Snapdragon; the speaker offers this only as a possibility, not a committed view.
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Also, you had a Palmer Lucky partner with Qualcomm yesterday with Anderol.
So you got Andrew working on potentially uh military computer devices in partnership with Qualcomm if they get a big contract for that Qualcomm 175 to 182. Maybe that's a massive catalyst for Qualcomm as they start to diversify their versions of chips, Snapdragon Center, etc.
We are working with the broader hardware ecosystem to bring these capabilities to a new generation of PCs across AMD's Ryzen AI 400 series, Intel Core Ultra Series 3, Qualcomm Snapdragon X2 series.
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