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Qualcomm/$QCOM surged about 8% in pre-market trading due to better-than-expected F4Q24 results and F1Q25 guidance. This aligns with my previous prediction: Strong Snapdragon 8 Gen 4 shipments to significantly boost Qualcomm's 4Q24/F1Q25 business momentum https://t.co/orhlKS2GCH I also previously highlighted that the probability of ARM canceling Qualcomm's license is extremely low. https://t.co/DSgxMhn8GP Qualcomm's outperformance in 2H24 was primarily driven by Chinese market demand. The focus will shift to Samsung flagship models in 1Q25, with on-device AI/Gemini upgrades expected to increase market attention.