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

To: Jim Mullens who wrote (195002)	7/31/2025 1:56:48 PM
From: matherandlowell	9 Recommendations Recommended By BDAZZ Doug M. Dr. John jazzcat2000 John Hayman and 4 more members Read Replies (4) \| Respond to of 196781

"We’re forecasting fiscal twenty twenty five to be the second consecutive year of greater than 15% year over year growth in total QCT non Apple revenues." Qualcomm beats on revenues and earnings and on guidance. But the only thing the market can see is the possible shift of the Apple modem revenues. This phenomenon requires some explanation. It could be that Qualcomm is dumping shares of Qualcomm so as to drop the price and allow Qualcomm to buy more shares at a reasonable price. This would probably be illegal, but it would be hard to prove. Another possibility is that the market really believes that losing the Apple modem means the end of Qualcomm and the company deserves a PE of 14-- right up there with companies which are not experiencing growth of revenues. My favorite explanation, and I've advanced it here before, is that Apple holds a position in Qualcomm (on-shore or off shore; in the company or held by a company working for Apple) and that whoever is trying to make a deal with Qualcomm uses "dumping" of Qualcomm shares at strategic times as Apple approaches renewing their license with Qualcomm. It might be the modem negotiation or it might be other items. Anyway, they use the manipulation of Qualcomm's share price to pressure management. A falling price reflects poorly on management. So, they do it. And how could you prove it was going on? How could regulators (if regulators had time or interest to attempt an investigation into such a convoluted scheme)? Anyway, I predict that all good Qualcomm news will be met with a dramatic fall in share price as long as any negotiation with Apple is on the table. And when the deals are finally done, I predict the market will reward Qualcomm. Just a thought. Maybe a paranoid thought, but a thought nonetheless. Apple will stop at nothing. j.