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SEC filings, financial facts, source resources, and Goglides workspace context for QUALCOMM INC/DE.
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Qualcomm reported FY2025 revenue of $44.3 billion and fiscal Q2 2026 revenue of $10.6 billion. The thesis depends on handset durability, licensing economics, automotive and IoT diversification, AI edge demand and capital returns.
OpenAgree Realty looks simple from far away: stores, rent, dividends. The useful question is sharper: can ADC keep buying long retail leases at yields that beat its capital cost?
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