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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.00+0.4%Dec 9 3:59 PM EST

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To: Art Bechhoefer who wrote (195568)9/16/2025 3:19:23 AM
From: Maurice Winn3 Recommendations

Recommended By
Dr. John
Jon Koplik
NozRydr

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As an investor with over 65 years active investing experience, I wouldn't touch this stock, at least not as long as Taiwan Semiconductor exists

If Taiwan Semiconductor unbolted their semiconductor factories and installed them in Texas, maybe buying Intel in the process in a share swap, would you buy Texas Semiconductor if they retained half their factories in Taiwan?

Mqurice

PS... I am refraining from making fun political comments about the interface between Formosa and the CPC. I always pointed out that QUALCOMM was at the core of politics because mobile Cyberspace in general and It aka AI in particular is the biggest thing ever. Sure enough. Now everyone has noticed. But they don't yet understand that It's bigger than everything combined not just since the invention of the industrial revolution, more than everything since humans stopped being chimps, bigger than everything since sexual reproduction, eukaryotes and even the invention of DNA. We've got to go back to the invention of the four forces of the apocalypse to get something bigger. What a lot of fun.

Admittedly It's not too flash yet, but give It a few decades or maybe a century. That's still not long in geological time.
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