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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 147.19-3.6%Feb 3 3:59 PM EST
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To: JeffreyHF who wrote (197258)1/18/2026 11:57:15 AM
From: Doug M.  Read Replies (2) of 197507
 
<<How much of your 100% appreciation resulted from the Executive Branch putting its thumb on the scale? That's a tradeable reality, but does it reflect the intrinsic value of INTC, or merely the impact that central planning by government can cause?>>

I bought more after that. Also, that intrinsic value will be shown in the
stock (at higher prices) once Intel starts brining in foundry business on
its 14A technology - it's real and it's coming - "big time" according to Lip-Bu.
In case people don't know, Lip-Bu delivers on what he says - otherwise he
doesn't say it:

(26) Post | LinkedIn

Why is it so hard for investors to understand that it's a big tailwind for your
stock when the US government is your friend? We've all been on the other
side when it's not - particularly with Qualcomm and the FTC. But I take that
one big step further when my biggest investment (Rambus) had a harder fight
against the FTC.

Why can't people see that investing is hard enough - why not try to capitalize on
any legal advantage that's available?

I know what some people can see - a stagnant portfolio (or worse) if they don't have
that type of mindset.
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