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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 168.08

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Nov 28 12:59 PM EST

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To: Art Bechhoefer who wrote (195009)	7/31/2025 3:19:47 PM
From: matherandlowell	1 Recommendation Read Replies (1) of 196781

Thank you for these thoughts, Art. It's hard for me to believe that a whole bunch of brokers or investment professionals are just now discovering that Apple might substitute its own modem for the modem on which they have based the iPhone franchise. Possible, I suppose, but unlikely. Illegal, but undetectable, manipulation is more likely in my mind. Let me ask you a quick question: let's say the Trump tariffs turn out to be legal and that they end up doing what President Trump hopes they will do. That would mean that the tariffs represent a very large increase in tax revenue. If more money is taken out of the economy by the taxes, reducing money supply, wouldn't interest rates need to come down to maintain the money supply? Even the continuation of the Trump tax reduction puts more money in the economy but the tariffs would likely remove more money than the tax bill puts in. It will require some real world equilibration with the Fed at the controls to see what happens with the tariffs. I assume that money supply will be monitored and appropriate adjustments made. Again, and this approaches being off topic, don't you see the tariffs as just a back door establishment of a flat tax? Just a regressive tax that everyone who buys anything needs to pay regardless of their income? The way President Trump is handling them allows him to influence political choices for other countries (i.e. Brazil and most recently Canada). He is using trade policy to leverage his political power on the world stage. Of course, the courts will need to weigh in on the legality of the president levying tariffs (a power the Constitution gives to the legislature) but he has already thought of that. j.

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