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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.29-2.2%Dec 17 3:59 PM EST
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To: cold_snowman who wrote (196665)11/18/2025 5:36:19 PM
From: QCOM_HYPE_TRAIN5 Recommendations

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I've noticed that a lot of the LLMs don't do a good job with information surrounding the lawsuits. Qualcomm already won in Arm v. Qualcomm. It's citing March 2026, which is when Qualcomm V. Arm is going to Jury trial.

Perhaps I'm being overly pedantic? But is said this:

> The market hates uncertainty. Qualcomm is currently "in the penalty box" until it proves it can survive without Apple and win the legal war with Arm

> The Catalyst: This trial covers remaining claims of "interference" and breach of contract. A settlement or another clean win here would remove the "existential threat" discount. Wall Street hates litigation risk; once the lawyers leave the room for good, the P/E multiple often expands immediately.

Any victory that comes out of the Qualcomm v. Arm lawsuit is a cherry on top IMO.
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