{"data":[{"ticker":"ARM","slug":"arm-holdings","name":"Arm Holdings","exchange":"NASDAQ","sector":"Technology","layers":["semiconductors"],"exposure":{"score":55,"tier":"Strategic","rationale":"Licenses chip architectures and collects royalties on processors across AI data centers, smartphones, and edge devices, including Neoverse CPUs in AI servers. Rising royalty rates on AI-related silicon drive the growth story, though smartphone royalties remain the base."},"price":174.62,"change24hPct":4.74,"marketCap":186843398144},{"ticker":"QCOM","slug":"qualcomm","name":"Qualcomm","exchange":"NASDAQ","sector":"Technology","layers":["semiconductors"],"exposure":{"score":45,"tier":"Growing","rationale":"Sells Snapdragon processors with NPUs that run AI on smartphones, PCs, and cars, plus patent licensing royalties. The on-device AI upgrade cycle is a key part of the thesis, though handset demand still dominates revenue."},"price":165.41,"change24hPct":5.52,"marketCap":176988700672}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.227Z","tier":"free","source":"https://supercyclehq.com/compare/arm-vs-qcom","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/arm-vs-qcom","html":"https://supercyclehq.com/compare/arm-vs-qcom","md":"https://supercyclehq.com/compare/arm-vs-qcom.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}