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CrayonDave
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Member since 2026
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Qualcomm 2026: Navigating Short-Term Supply Constraints to Fuel a Multi-Sector AI Breakout
Gemini said The 12-month outlook for Qualcomm (QCOM) as of March 2026 is one of "cyclical recovery meets structural expansion." While the stock has faced recent pressure—down roughly 19% year-to-date due to memory supply chain constraints—the underlying business is pivoting aggressively away from being "just a phone chip company." 1. The Mobile Core: Flagship Dominance vs.Read more
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CR
€280.14
57.9% undervalued intrinsic discount
CrayonDave's Fair Value
Revenue
25% p.a.
Profit Margin
12%
Future PE
38x
Price in 2029
€352.88
Lynas Rare Earths 2026 Outlook: Transitioning from Capital Expenditure to Operational Harvest
1. Financial Performance & Growth (2026 Forecasts) Lynas is currently entering a "harvest" period for its capital-intensive projects.Read more
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CR
€19.5
44.8% undervalued intrinsic discount
CrayonDave's Fair Value
Revenue
45.25% p.a.
Profit Margin
18%
Future PE
121x
Price in 2029
€23.42