Qualcomm shares should be up, but not that much, says Gene Munster
Uh let's get more on all this on Qualcomm's jump, the AI rally. We'll bring in Gene Monster. He's managing partner at Deep Water Asset Management.So you've you've heard the discussion here, Gan. So So how should we be thinking about it all. >> Mike, we need to read between the lines and beyond this Qualcomm news in 26 or 27 when they actually come out with the product.What they're telling us is that they see a big opportunity here. And I think it goes beyond them just looking at the headlines. I suspect tha ...