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Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights the volatility in QCOM investment.
According to Roussin, QCOM's price rose from $179 on April 30 to $260 by May 29, then declined to $175 by July 2, reflecting significant market swings within a short period.
Roussin has previously analyzed earnings growth at major tech firms. He noted NVDA's $81.6 billion revenue and 214% EPS growth in his coverage of Nvidia's results. In another briefing, he argued against selling GOOGL based on company concerns in a discussion of Alphabet’s position in AI. These reports reflect his continued focus on large-cap technology stocks.