Qualcomm Moderated Thread - please read rules before posting Message Board

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

QCOM 136.48

-8.3%

2:50 PM EST

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Dr. John

To: GR8FORM who wrote (197241)	1/16/2026 9:06:07 PM
From: Doug M.	1 Recommendation Read Replies (1) of 197603

<< The analyst said the personnel move is “bigger than people realize.” “I think people a lot of times focus on executives. And he is an executive, but also he is a GPU architect, of which there are not that many that are at the level that he is at because he can basically build a GPU architecture from the ground up” he said.>> Obviously a big loss for Qualcomm, but also a big win for Intel. I don't think that many here own Intel like me - we had debates about that when Intel was ~ half its current price. Due to that increase, Intel is more important to my portfolio. But that certainly doesn't make Qualcomm unimportant. I want them both to win. Lip-Bu Tan was too underestimated - this is the perfect example of that.

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