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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 148.83+1.1%Feb 4 3:59 PM EST
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To: Wildbiftek who wrote (197246)1/18/2026 11:07:17 AM
From: Doug M.2 Recommendations

Recommended By
QCOM_HYPE_TRAIN
vkvraju5

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<< While Eric was a great hire, it will take years to re-steer such a massive ship and on-board new external customers for its now also-ran level foundries --the former crown jewels and the engines of its success are now a cap-ex weight around its ankles.>>

Meanwhile, after I quadrupled my Intel position in the last 18 months, the stock is up ~ 100%
and Qualcomm is essentially flat.

As I said before, Qualcomm is an important position in my portfolio, but I haven't added a share
in over five years.

Some investors think they know how to zig and zag more than what the market is really
telling them about their subjective beliefs.

The fact that many on this board can't figure out Intel's stock worries me a little about what
their biases toward Qualcomm are. We all have biases; the question is are they accurate
(at least somewhat) or are they barking up the wrong tree?

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