In October 2025, we covered Qualcomm when it launched its AI server chip to take on Nvidia and AMD. The stock was at ~$175. Then it crashed to $122 in April 2026. Then it hit a new high of $248 in May 2026 — up 103% in 34 days. Meanwhile, 38 analysts still have an average price target of $175.97. Our latest analysis dives into Qualcomm's stock performance, highlighting its significant recovery. Despite this surge, Wall Street analysts maintain a lower average price target, creating a discrepancy between market valuation and analyst predictions in the current stock market. This market analysis explores the factors driving QCOM and its future, especially considering the impact of Qualcomm Snapdragon on their AI stocks.So what's actually happening with QCOM — and what does the data say?In this Episode 2 deep-dive, we cover:📊 Revenue analysis: QCOM just reported record revenues of $12.3B in a single quarter — what's actually driving it?📊 EPS story: from $9.09 (FY2024) to a crash to $5.05 (FY2025) to a 171% YoY bounce in the latest quarter — what happened and is it sustainable?📊 PE justification: at ~25x trailing earnings, is QCOM cheap vs peers or fairly valued after the run?📊 Automotive: second consecutive quarter above $1 billion — the slow-burn thesis showing up in the numbers📊 Insider activity: the CEO sold $24.8M of stock at $165 before the crash. The stock then recovered to $248. What does that tell us?📊 Institutional splits: 1,235 funds added, 1,282 reduced — what the fund flows say about conviction📊 Technical picture: the $122 low, the golden cross signal, and whether $210 is support or resistance📊 The analyst gap: 38 analysts say $175. The stock is at $238. Who's right — and what does that mean for investors?📊 Portfolio strategy: for new investors, holders, and those watching the recovery from the sidelines📌 QCOM Episode 1 (Oct 2025): https://youtu.be/8YArEE7hfMA📌 Micron Episode 3: https://youtu.be/k69sI3gc5N8🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#Qualcomm #QCOMStock #AIStocks #SemiconductorStocks #StockAnalysis #FactsNotForecastYouTube Channel:youtube.com/@FactsNotForecast