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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 179.37-1.1%11:33 AM EST
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kech
PNUT
To: Elroy who wrote (195582)9/10/2025 1:03:35 PM
From: Doug M.2 Recommendations   of 196930
 
I don't have much more time right now - I've already used my 'quota'
of my time today for this.

But, in short, the demand is there, and that's similar to the demand
for energy (see Schmidt below) - Christiano wants to use Intel IF he
could. Lip-Bu Tan will make that so.

There's many others in a similar position who want to use Intel - including the US
Government - and it's always critically important to have them at your back. I've learned
that very well in my 30 years of investing.

The industry is begging for a second source - particularly a reliable source
on US soil. Yes, Samsung is a competitor too, but they're South Korean and that's
not the same at all. This industry is very important and it's growing - that's similar
to the critical nature of natural gas to power the globe with GEV.

The USA needs Intel and the industry needs Intel - semiconductor manufacturing
is as critical as a smooth flowing, relatively clean and reliable energy supply.

There are some who are smart enough to know that we can NOT let China pull ahead -
Eric Schmidt is one of them. We need a US company to keep this new Manhattan
Project running in our favor - not a foreign company.

"It is crucial that America gets there first."

x.com
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