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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.63-1.3%3:59 PM EDT
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From: Optntrdr199910/27/2025 12:00:30 PM
17 Recommendations

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I have a few takes on this

1. Not surprised that BofA is out with a skeptical view -
2. Earnings call will be all focused on this announcement - hopefully - they dont screw that up
3. ARM while initially looking to benefit from the enhanced QCOM chips in the marketplace - could ultimately be in a terrible legal position in the April 2026 trial
4. I see a potential for a link up with NVDA with a huge runway - with the selling point being the power savings
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