Qualcomm: It’s a Good Time

Aug 14 2026 5:00 PM

Qualcomm (QCOM) is being added to the Sound Advice portfolio. A complete explanation will follow in the next issue of Sound Advice scheduled to be published on the first of September, but we are adding QCOM now as a timely investment.

The stock price is down 34 percent from its peak of $250 in early June and is offering a value play in the AI boom. With earnings of $8.64 per share, QCOM now trades under 20 times earnings, less than the overall market and a fraction of the P/E ratios of its competitors. It also has a dividend yield of 2.2 percent.

Qualcomm is a leading developer of “AI Compression” technology, which makes AI intelligence models cheaper to run by reducing necessary computing and memory capacity, thereby reducing hardware and demand for power.

In addition to making data centers significantly more efficient, Qualcomm’s AI Compression technology also allows large AI models to run on phones, cars, PCs, industrial equipment, cameras, and robots. This puts Qualcomm directly in the growth path of the AI boom.

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About the Author

Gray Cardiff has been the editor of Sound Advice since its inception in 1988. The Sound Advice Model Portfolio has significantly outpaced the return of the S&P 500 Index since 2000 with less volatility and risk. Mr. Cardiff also manages the Sound Advice Diversified Growth Fund, which maintains positions exclusively in all of the Sound Advice model portfolio recommendations. He is also an investor in the Fund on a side-by-side basis with other investors.

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