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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 151.60-0.4%3:59 PM EST

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To: Optntrdr1999 who wrote (197333)1/23/2026 2:16:50 PM
From: waitwatchwander1 Recommendation

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voop

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Oh yes, my mistake. The posted minutes were for the status meeting. I also now see the parties requested the delay so who knows what's going down.

fyi: We go by dd/mm/yy (British) so I took the upcoming motions meeting to be Sep 3. Sorry about that.

Glad that I was wrong and that matters are still being addressed.

QHT: What has perturbed me about auto is it's mostly been cockpit and telematics especially outside China. None of the OEMs are clear as to who are their ADAS tech suppliers. I've come to the conclusion that Nvidia is the leader in this field with Qualcomm only having Leapmotors and BMW.

Auto in China seems to be a dogs breakfast. Given what Amon has been pushing to us and especially as to China, I've come to not trust his words any more. The worst is when the street smells lack of credibility.

It's most likely sales promotion verses corporate promotion but Amon mixing these dimensions is dangerous when one doesn't lead into the other. Amon should be doing just corporate.
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