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

⚡ TradesZ research ·Updated August 5, 2026 ·~2 min read ·Grounded in SEC data

Both QCOM and PLTR are riding big tech trends, but the data shows very different levels of interest from major investors. Same starting point, very different stories.

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What our data shows

Qualcomm Inc logo QCOM Qualcomm Inc 🟢Bullish lean
12 big investment funds have reported owning this stock, including some of the most well-known names on Wall Street, and it's connected to the AI computing boom — meaning smart money sees it as part of the AI wave.
🐋 13F · 12AI compute
Palantir Technologies Inc. Class A Common Stock logo PLTR Palantir Technologies Inc. Class A Common Stock 🟢Bullish lean
A whopping 81 major investment funds have reported owning this stock — including household names like Berkshire Hathaway — and it's tied to defense and cybersecurity, two areas getting a lot of government attention right now.
🐋 13F · 81DefenseCybersecurity

The takeaway

Neutral

If broad investor attention matters to you, PLTR has a much bigger crowd behind it; QCOM has fewer backers but is tied to a hot theme. Neither has any warning signs in our data.

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.
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Informational research, not personalized investment advice.