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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: sbfm who wrote (194799)	7/9/2025 6:25:34 PM
From: engineer	12 Recommendations Recommended By AlfaNut Bill Wolf GR8FORM JeffreyHF Jon Koplik and 7 more members Read Replies (2) \| Respond to of 197031

the inclusion of AI is already a major selling point. Apples lack of ability in this field grows the gap wider every day. And they are rudderless in this area. Imagine having the leading platform, all the cash in the world, and the ability to hire ( pay alot for) real AI talent and you STILL have nothing after 5-6 years? that is just criminal for a CEO.

To: sbfm who wrote (194799)	7/10/2025 7:46:19 AM
From: vkvraju5	3 Recommendations Recommended By Eric Martin sbfm waitwatchwander Respond to of 197031

Glasses definitely have a huge potential to grow beyond niche markets. META investing around 3-4 $billion for a small stake in the Ray-Ban parent company is a good vindication. Qualcomm needs to move much faster on this and include more use cases to cover more people and have more products at even lower price points. Else, as usual, investment and technology will be ours but credit and money will be someone else's. Qualcomm has done good in this space so far, but it needs to do much more if it wants to leave (future) competition in the dust,