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After our last earnings call investors finally understood

that this company can no longer be defined by a single end market

which is mobile and a single customer relationship that is Apple.

They also understood the diversification strategies working

and there's truly demand and growth for Qualcomm outside the mobile space.

I'm hoping when we have our investor day and we talk about our vision and strategy,

the investors will get the full picture.

Welcome to the Baron Streetwise Podcast. I'm Jack Howe.

The voice you just heard is Cristiano Amon, the new CEO of Chipmaker Qualcomm.

And I spoke with him ahead of the company's investor day presentation this past week

and I wrote a bit about that in Baron's magazine.

Cristiano's message for investors seems to be resonating.

After the investor day the stock jumped 8% and that's on top of a 13% rise earlier in the month.

After Qualcomm reported quarterly financial results.

In a moment we'll hear more from Cristiano about what's behind this burst of enthusiasm for Qualcomm shares.

And a Wall Street analyst will weigh in on Qualcomm and other chip stocks.

...