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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 3:59 PM EST

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Bill Wolf
manning18
Ruffian
To: Jim Mullens who wrote (196709)11/20/2025 3:36:08 PM
From: waitwatchwander3 Recommendations   of 197012
 
Much like Apple is late in touting the efficiency of their new modem, Qualcomm is late in delivering their best AI capabilities. No one bought the hybrid AI idear but that's not the case with data center and desk top power.

Given we're down so much, I guess folks have gotten the new AI msg and it's bad because it's a 2027 story. The focus today seems to be upon this delay and the stock being dead money in the interim.
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