Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: matherandlowell who wrote (195043)	8/2/2025 7:00:49 AM
From: kech	2 Recommendations Recommended By lml matherandlowell Read Replies (2) \| Respond to of 196781

True "selling is selling" but there are programs of short selling where large players sell programs in large quantity right after some disappointment with expectation of buying back in reasonably short time. The expectation of piling on and profiting from down draft is the behavior. So the suggestion here is the behavior of sellers behind this selling is different from normal selling. Could be happening here but don't know.

To: matherandlowell who wrote (195043)	8/2/2025 4:42:43 PM
From: waitwatchwander	4 Recommendations Recommended By BDAZZ Dr. John Lance Bredvold sbfm Respond to of 196781

---»short sales If you don't own shares at some point in the future, you HAVE to buy them back. It might be that potential Apple revenue declines will continue to plague the stock price. That's the short bet. So far we've only seen replacement of the cheapest Apple modems. What seems key now is how fast Apple can update their C1 to replace the modems in their higher prices handsets. That's a bit harder than just popping in their existing C1 modem. How inferior is the C1 modem compared with the X75? Once it's comparable to the X75 Qualcomm will likely be peddling an X90 (ie still 2 generations higher). Little is published today as to this situation. The bottom line is this being a technical battle. Marketing and hiding the truth can have an effect be it's hard to sustain over reality. We're in The Timing Zone.

To: matherandlowell who wrote (195043)	8/4/2025 1:57:19 PM
From: lml	1 Recommendation Recommended By Art Bechhoefer Respond to of 196781

Short selling is still selling Yes it is. I was going to add distinction that "long selling" is not "short selling," but figured most here would understand my point -- that the selling we've seen leading up to and following earnings, seemed to have been driven by short sellers. JMO. Because motivation between long sellers and short sellers is quite different I do think it can influence price action. Short selling not only weighs the stock down because of held "short term" bearish view, but has a magnified effect when there's a sudden change in sentiment from bearish to bullish & we see short covering. Short selling by its nature is leveraged. Long selling may or may not be due to margin requirements. Bottom line, when leveraged players enter a stock, price action tends to be more volatile. JMO, again.