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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.76+0.3%3:59 PM EST

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To: Bill Wolf who wrote (195201)8/12/2025 10:05:16 AM
From: sbfm3 Recommendations

Recommended By
Art Bechhoefer
kech
QCOM_HYPE_TRAIN

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I view articles like this click bait, designed to enrage for clicks.

The author must explain the granular legislative path to accomplish the goal. Explain how 60 senators would vote for the bill. Otherwise, the click bait is based upon absurd trial balloons. Now, the author is satisfied - clicks; the proponent is satisfied - keeps the "idea" in view. But, until a viable path to a statute is sketched, it's all pompous hot air.

I can also hypothesize that the NVIDIA and AMD "deal" was also offered to INTC. INTC said "no" and the result was an personal, brutal, public attack on a US citizen. Of course, yesterday, that same citizen was fed a carrot.

As each line is crossed, more and more companies will face the same quandary. Every US based company - tech, agriculture, services - will be a target. Q is on that list.

I think its legal because a company (AMD and NVIDIA now) can freely and voluntarily enter into such contracts; there's no EO or law mandating the deal. The only opposition can come from shareholder pushback.
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