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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.25

+0.6%

3:59 PM EST

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To: Bill Wolf who wrote (196833)	12/5/2025 11:57:43 AM
From: Jim Mullens	1 Recommendation of 196996

Bill, re: META – Metaverse ................................................ The first read was just the opposite from METAs real new direction, which directly favors QCOM, most certainly echos CAs glasses commentary at the recent UBS conf. The market / public is not ready yet for the huge headsets like AAPL Vision Pro. Snips >>>> + The social-media company is cutting spending on the ‘Metaverse’ and directing funds toward wearable devices, + Zuckerberg and Co. are focused on trying to extend their lead in AI-powered wearables, where Meta has a hit with its Ray-Ban branded smart glasses. + Google is planning a renewed push into smart glasses, + Apple isn’t blind to the threat. It has its own plans for smart glasses, set to be unveiled next year, according to Bloomberg. But it is losing a string of engineers and designers to high-paying rivals, while its Vision Pro product—a full virtual-reality headset as opposed to lightweight glasses—looks to have been a dud.

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