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Assess Qualcomm at a $250 spike-and-drawdown moment: a smartphone-modem and licensing cash machine losing Apple (~$7B/yr) while pivoting into data-center AI, as a buy-vs-QQQ proposition.

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Verdict. HOLD / starter vs QQQ. Axion P(beats QQQ)=0.38, curiosity-loop 0.48 (small buy on convexity). The Apple-modem cliff and handset/licensing erosion land before the back-loaded data-center pivot pays; the catalyst and the cliff are on different clocks.

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Qualcomm (QCOM) — Axion Equity Dossier

Verdict. HOLD / starter vs QQQ. Axion P(beats QQQ)=0.38, curiosity-loop 0.48 (small buy on convexity). The Apple-modem cliff and handset/licensing erosion land before the back-loaded data-center pivot pays; the catalyst and the cliff are on different clocks.

Full published report: https://qcom-dossier.us-east-1.gists.org