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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.80+0.3%3:59 PM EST

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Dr. John
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To: Piece of beef who wrote (195001)7/31/2025 3:16:38 PM
From: Doug M.3 Recommendations  Read Replies (1) of 196843
 
Back then QCOM's AI PC was getting all hyped up - so investors
were looking at the future too optimistically.

Right now, they're looking at it negatively because they can't keep
their minds off Qualcomm losing the Apple modem revenue.

It's all about perceptions of the future. And, in this case,
neither one were / are very accurate. Qualcomm is doing
a good job at diversifying and shielding themselves from
the decline in Apple revenue.
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