SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 166.77-4.2%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Dr. John
JeffreyHF
Lance Bredvold
QCOM_HYPE_TRAIN
To: QCOM_HYPE_TRAIN who wrote (195987)10/10/2025 12:31:36 PM
From: waitwatchwander4 Recommendations   of 196658
 
Like always, the threat is in what's next.

V2X is potentially tied into all that Qualcomm has done in automotive. Replacing Qualcomm chips and AI functionality is what it's all about and doing another Nortel here can never be discounted.

That's the nature of software, especially well distributed software and even more especially that which runs upon well distributed hardware.

It's not now, it's now plus X.

ps You are right about this being a non sequitur as to today. Stocked inventory of some form has already likely happened.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext