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

To: abd4b who wrote (195875)	10/4/2025 11:01:02 AM
From: QCOM_HYPE_TRAIN	3 Recommendations Recommended By JeffreyHF Lance Bredvold sbfm Read Replies (2) \| Respond to of 196720

Especially considering he has visibility into all the datacenter stuff. Crazy to cut holdings 50%, agreed with you not a positive sign. At least from the insider's perspective there is no rumors of layoffs, we're in a hiring freeze, and business travel is not blocked - it's not completely apocalyptic. Maybe he is buying some mansion.

To: abd4b who wrote (195875)	10/4/2025 2:04:04 PM
From: Elroy	2 Recommendations Recommended By Dr. John Lance Bredvold Read Replies (1) \| Respond to of 196720

Wow, he cut his holdings from 299,304 shares to 149,304. That’s hardly inspiring, to put it mildly. Does this signal something apocalyptic in the future? Seems to me that AI eventually should be able to make most standard semiconductor designs easily. In other words, all the moola that Intel and MRVL and others invested in trying to catch up to QCOM, and failed, may not be a moat if AI can get to the point where you just tell it all the parameters needs for the baseback, and AI creates it in, you know, 4 minutes or so. I don't know from where this super awesome AI chip design gets it's inputs, but it seems like something that AI would be really good at. Not saying that has anything to do with the CEO selling shares, but a lot of NVDA and QCOM and other logic guys moat is based on how difficult + expensive it is just to replicate what they currently have in chip design. AI may be making that a lot less expensive and not at all difficult. Perhaps not now, but evetually. Like.....in two years?