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 170.90-1.3%Nov 7 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: waitwatchwander who wrote (196377)10/31/2025 5:23:01 PM
From: Art Bechhoefer1 Recommendation

Recommended By
Dr. John

   of 196547
 
Yes, Apple is probably betting on an oversupply of cloud based AI servers, but a more relevant issue is the increasing demand for electric power, the cost of which will be passed on to end users, including Apple.

Art
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext