$Qualcomm(QCOM)$  If you've followed this stock for a while, you'll know this CEO isn't one to overpromise. I've been accumulating LEAP options since last year while many other semiconductor names were taking off, betting that Qualcomm's time would come.

One thing I consistently notice on earnings calls is how disciplined he stays when analysts push for details. He repeatedly says he'll provide updates when there's something concrete to share and avoids creating hype just to move the stock. He often talks about the amount of noise in the market and makes it clear he doesn't want to add to it.

That's why when he says he has updates coming and mentions contracts already lined up, I tend to take him seriously. If anything, I think there's a chance he's being more conservative than promotional. Time will tell, but his track record makes me inclined to trust what he's saying.