Jeremy and Eric debate NVIDIA versus Qualcomm. Jeremy, who purchased NVIDIA a few years ago, likes its positioning in the mobile space. Eric prefers Qualcomm more because it gets a licensing cut of every single phone sold, a great place to be as growing markets like China rapidly adapt smartphones.

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Eric Bleeker owns shares of NVIDIA. Jeremy Phillips has no positions in the stocks mentioned above. The Motley Fool owns shares of Qualcomm. Motley Fool newsletter services recommend NVIDIA. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.