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

To: Piece of beef who wrote (195001)	7/31/2025 11:37:35 AM
From: waitwatchwander	1 Recommendation Recommended By Dr. John Respond to of 196842

and folks say Apple knows nothing about AI. Not really surprised about yesterday and even today. ARM makes 35 cent per share and we make 6 times that yet both are comparable in price. Qualcomm has always been conservative with their guidance and has rarely beat in a significant manner. That's tiring. The spring compresses, as is also usual. Buying opportunities abound and the execs have always been wisest about holding this stock. The story here is built in concrete. The parts are greater than the whole. Very GE-ish without sails, much like the Titanic. The good (innovative bank), the bad (steady eddie), the ugly (it's obvious).

To: Piece of beef who wrote (195001)	7/31/2025 3:16:38 PM
From: Doug M.	3 Recommendations Recommended By Dr. John kech sbfm Read Replies (1) \| Respond to of 196842

Back then QCOM's AI PC was getting all hyped up - so investors were looking at the future too optimistically. Right now, they're looking at it negatively because they can't keep their minds off Qualcomm losing the Apple modem revenue. It's all about perceptions of the future. And, in this case, neither one were / are very accurate. Qualcomm is doing a good job at diversifying and shielding themselves from the decline in Apple revenue.