Qualcomm Incorporated (QCOM) — the peer cohort
As of 2026-09-25 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Qualcomm Incorporated ranks 15 of 16 in its cohort on the Closelooknet composite (59/100) — the cohort is led by Taiwan Semiconductor Manufacturing at 72/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| QCOM Qualcomm Incorporated | 59 | 58 | 76 | 53 | neutral | 25% |
| TSM Taiwan Semiconductor Manufacturing | 72 | 74 | 87 | 65 | bull | 5.8% |
| MU Micron Technology Inc | 70 | 76 | 87 | 50 | info | 13.9% |
| 005930.KS Samsung Electronics Co Ltd | 69 | 57 | 73 | 78 | bull | 23.8% |
| SNDK Sandisk Corp | 69 | 61 | 94 | 47 | watch | 25.5% |
| 000660.KS SK Hynix Inc | 69 | 37 | 94 | 73 | watch | 37.7% |
| NVDA NVIDIA Corporation | 66 | 77 | 94 | 35 | info | 4.9% |
| WDAY Workday Inc | 65 | 73 | 62 | 48 | neutral | 23.6% |
| AMD Advanced Micro Devices Inc | 64 | 95 | 51 | 20 | bull | 0.2% |
| INTU Intuit Inc | 64 | 16 | 84 | 65 | bear | 60.4% |
| PLTR Palantir Technologies Inc. | 64 | 75 | 90 | 12 | bull | 7.2% |
| CRM Salesforce.com Inc | 64 | 70 | 73 | 59 | bull | 11.3% |
| APH Amphenol Corporation | 63 | 73 | 72 | 35 | info | 6.9% |
| CRDO Credo Technology Group Holding Ltd | 61 | 58 | 82 | 13 | bear | 36.5% |
| ALAB Astera Labs, Inc. | 60 | 65 | 75 | 7 | watch | 27.8% |
| TXN Texas Instruments Incorporated | 59 | 63 | 81 | 29 | watch | 19% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-09-25
Quick answers
Who are Qualcomm Incorporated's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Taiwan Semiconductor Manufacturing (TSM), Micron Technology Inc (MU), Samsung Electronics Co Ltd (005930.KS), Sandisk Corp (SNDK), SK Hynix Inc (000660.KS), NVIDIA Corporation (NVDA), Workday Inc (WDAY), Advanced Micro Devices Inc (AMD) and others.
How does QCOM score against its peers?
Qualcomm Incorporated's composite reads 59/100, ranking 15 of 16 in its cohort as of 2026-09-25; the cohort's highest composite is Taiwan Semiconductor Manufacturing at 72/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where QCOM appears in the diary — 14 pieces, newest first. Every link is our own writing.
Go deeper
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
- Agentic Infrastructure Software: The Orchestration LayerFoundation models, compute middleware, and the platforms enabling autonomous AI agents at scale.Dossier · $39 one-time, or included in C+
Long reads
- The Agentic Winners 25
- Agentic Infrastructure Software: The Orchestration Layer
Cloudflare (NET) · Qualcomm (QCOM) · Arm Holdings (ARM) · Fastly · Akamai · Vercel · Lenovo Foundation Model Providers Layer 0 — The Upstream Dependency The upstream dependency for the entire stack.
101 and glossary
- Inference Economics: How the Training-to-Inference Shift Changes Everything
Key Companies NVDA NVIDIA Training dominant, adapting to inference GOOG Google (TPU) Custom inference ASIC — TPU v5 AMZN Amazon (Trainium) Custom inference ASIC — Trainium2 QCOM Qualcomm Edge inference — on-device AI
Dailies
- Nasdaq - a record close in the worst month of a midterm year, right after the bulls gave up
- Nasdaq — a record print at 27,272, chips extend, software sold from its highs; AMD joins the trillion club
- Chips and Crypto — Arm +14%, Intel +13% and bitcoin at 85,700, with bonds bid and gold sold
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
- Options Diary — Everything Got More Time, Except the One That Didn’t
A new June 2027 put went on in SKHY; the QCOM short call came off.
- Korea crashes again, Iran strikes — and Advantest raises its year 35%
7.13 / $60.2B), alongside ARM, QCOM, LRCX, VRT and APH.
- SOXX breaks its floor on FOMC day — the sell-off spares only the testers
Then the heaviest AMC of the season: MSFT (est 4.21/$87.6B, +0.5% and green into its own print) and META (7.13/$60.2B, −0.4%), plus ARM (−6.1% into est 0.40/$1.3B), QCOM and LRCX.
- The Opex Handover — Why the AI Trade Is Rotating, Not Rolling Over
The rebalance: trim tactical semis, add consumption infrastructure, edge, and the newly-formalized agentic-CPU sleeve (ARM / AMD / QCOM).
Related in the Closelooknet universe
same Closelooknet index seat first, then Semiconductors. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- TSM Taiwan Semiconductor Manufacturing
- MU Micron Technology Inc
- 005930.KS Samsung Electronics Co Ltd
- SNDK Sandisk Corp
- 000660.KS SK Hynix Inc
- NVDA NVIDIA Corporation
- WDAY Workday Inc
- AMD Advanced Micro Devices Inc
- INTU Intuit Inc
- PLTR Palantir Technologies Inc.
- CRM Salesforce.com Inc
- APH Amphenol Corporation
- CRDO Credo Technology Group Holding Ltdindustry
- ALAB Astera Labs, Inc.industry
- TXN Texas Instruments Incorporatedindustry
- ARM Arm Holdings plc American Depositary Sharesindustry
- MPWR Monolithic Power Systems Incindustry
- AVGO Broadcom Incindustry
- 3443.TW Global Unichip Corpindustry
- 000990.KS DB HiTek Co Ltdindustry