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

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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Dr. John

Lance Bredvold

To: abd4b who wrote (195875)	10/4/2025 2:04:04 PM
From: Elroy	2 Recommendations Read Replies (1) of 196715

Wow, he cut his holdings from 299,304 shares to 149,304. That’s hardly inspiring, to put it mildly. Does this signal something apocalyptic in the future? Seems to me that AI eventually should be able to make most standard semiconductor designs easily. In other words, all the moola that Intel and MRVL and others invested in trying to catch up to QCOM, and failed, may not be a moat if AI can get to the point where you just tell it all the parameters needs for the baseback, and AI creates it in, you know, 4 minutes or so. I don't know from where this super awesome AI chip design gets it's inputs, but it seems like something that AI would be really good at. Not saying that has anything to do with the CEO selling shares, but a lot of NVDA and QCOM and other logic guys moat is based on how difficult + expensive it is just to replicate what they currently have in chip design. AI may be making that a lot less expensive and not at all difficult. Perhaps not now, but evetually. Like.....in two years?

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