Equities
Qualcomm
QCOM175← all asset outlooks · the near-term read + every scenario that moves Qualcomm, from the 10,580-scenario library.
Near-term: Leans LOWER
conviction 42% · 627 up vs 2241 down scenarios
Qualcomm leans lower near-term — high conviction. Of the 2,868 mapped scenarios that move Qualcomm, 627 push it up and 2,241 push it down, and weighting each by its probability, size and how soon it bites, the book skews lower. The lead driver pushing Qualcomm lower is China re-imposes global antimony ban (39% likely, ~1.5% on Qualcomm). Regime backdrop: Hawkish Fed (3.50–3.75%, dot-plot leans to a HIKE), firm dollar, active US–Iran/Hormuz conflict, AI-led equity pullback.
What flips the down-lean: EU-US tariff truce averts trade war (36% likely).
Probabilistic, scenario-weighted read from the library + the current regime — informational, not investment advice. A lean is a tilt in the odds, not a promise.
Price & the moves that mattered
Loading chart…
Every scenario that moves Qualcomm — ranked by impact
▲ Pushes Qualcomm up
| EU-US tariff truce averts trade war | 36% | +0.8% | 0–6 months |
| AGI-level model arrives | 33% | +1.8% | 1–3 years |
| AI lifts trend growth a full point | 46% | +1.3% | 3–10 years |
| AI agents automate office work | 39% | +1.5% | 1–3 years |
+ 623 more up-scenarios in the library
▼ Pushes Qualcomm down
| China re-imposes global antimony ban | 39% | −1.5% | 0–6 months |
| Full rare-earth magnet halt | 27% | −1.6% | 0–6 months |
| EU auto cap torn up | 24% | −1.6% | 0–6 months |
| US slaps 40% tariff on Vietnam transshipped-content goods | 39% | −1.0% | 0–6 months |
+ 2,237 more down-scenarios in the library
Related Equities: MicroStrategy · Tech sector · Financials · Coinbase · Semiconductors · JPMorgan · Nvidia · AMD · Run your own what-if → · What others are asking →