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QCOM vs NET — which is the better buy? — what our data shows

⚡ TradesZ research ·Updated August 6, 2026 ·~2 min read ·Grounded in SEC data

Both QCOM and NET are tech companies riding big trends — AI and cybersecurity — and they share some of the same big-name investors. But when you look at how many funds are actually holding each one, the data tells pretty different stories.

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What our data shows

Qualcomm Inc logo QCOM Qualcomm Inc ⚪Neutral
Only 12 big investment funds have reported owning QCOM, but the ones that do — including Berkshire Hathaway — are serious names, and the AI computing theme gives it a clear growth story.
🐋 13F · 12AI compute
Cloudflare, Inc. Class A common stock, par value $0.001 per share logo NET Cloudflare, Inc. Class A common stock, par value $0.001 per share 🟢Bullish lean
A massive 756 investment funds have reported owning NET, which means a huge chunk of Wall Street is betting on its cybersecurity business — that kind of broad support is a strong vote of confidence.
🐋 13F · 756Cybersecurity

The takeaway

⚪Neutral

NET has a much wider base of funds backing it, which usually signals broader conviction on Wall Street, while QCOM has fewer but still notable names — so the trade-off is between a widely-held cybersecurity bet versus a more concentrated AI chip play.

But watch out
Smart-money signals lag the market (13F filings ~45 days) and never guarantee direction — always check the latest price and news yourself.
Sources → Smart-money hub
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