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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 (195411)8/26/2025 2:07:55 PM
From: Elroy1 Recommendation

Recommended By
pheilman_

  Respond to of 197001
 
These kinds of changes take years, and Trump will be out of office in three years.

No company is going to spend $$ billions to change their entire supply chain and manufacturing process, and then even before everything is up and running at 30% capacity President Newsome says we love China and Taiwan and want to buy their stuff.

Apple isn't even moving assembly of iPhones to the USA, they're moving it from China to India. Why? Who knows, man, who knows?

Does every wealthy country really need a $50 billion AI datacenter so that they can have their own version ChatGPT? I doubt it. The French one will surrender, and Spanish one will go offline between 1pm and 4pm every day? Come on, man!



To: sbfm who wrote (195411)8/26/2025 2:29:24 PM
From: engineer11 Recommendations

Recommended By
BDAZZ
Bill Wolf
JeffreyHF
Lance Bredvold
mk511

and 6 more members

  Respond to of 197001
 
i am not going to introduce political stuff into this thread, but the present admisistration is totally incompetent to solve the issues I outlined. If that is your thought, that somehow having this totally political control on the board is going to alter the inherent actions and behaviors of the management, I think you are highly mistaken.

the 10% share is purely a money thing for trump and his family. If it were Morris Chang or someone with a clue, then it might change things. If it is a fox news moderator who is now going to dictate fab policy, then god help us.