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  "publishedAt": "2026-05-05T06:01:42.000Z",
  "site": "https://upstract.com",
  "textContent": "has largely been left behind in the AI-driven semiconductor rally. The bear case is well understood. Apple (AAPL) is gradually moving away from Qualcomm modems, putting roughly $7 billion of revenue at risk over time. At the same time, AI-driven demand for memory is tightening supply, raising…",
  "title": "Qualcomm Stock To $340?"
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