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


To: waitwatchwander who wrote (195577)9/10/2025 12:37:15 PM
From: Elroy1 Recommendation

Recommended By
E_K_S

  Respond to of 196952
 
Everybody loves corn!

No pissing contest, just trying to keep the record accurate. UAN is a cash machine, as their fertilizer is used to increase corn crop yields in the US corn belt, and fertilizer prices are up (inflation? reduced imports due to tariffs? who knows why, and who cares why, they're up!).

And now, back to QCOM......



To: waitwatchwander who wrote (195577)9/10/2025 12:49:56 PM
From: Doug M.  Read Replies (1) | Respond to of 196952
 
Good point - but I'm just pointing out that, in my view, Intel is in a similar position
as GE was back in 2019 or so. I bet on that then and I'm betting on this now -
with equal levels of well-researched conviction.

PS:

Similar to when Mollenkopf telling all of the people who really didn't want to
listen when he kept on saying that Qualcomm had the "legal high ground"
against Apple. When I listen to Lip-Bu, I hear a lot of similarites with those
things.

Naga says that the tech is going well - this has been reiterated numerous
times since this event a few months ago:

AMD, ARMH, INTC, NVDA Message Board - Msg: 35217221