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


To: QCOM_HYPE_TRAIN who wrote (195987)10/10/2025 12:31:36 PM
From: waitwatchwander4 Recommendations

Recommended By
Dr. John
JeffreyHF
Lance Bredvold
QCOM_HYPE_TRAIN

  Respond to of 196656
 
Like always, the threat is in what's next.

V2X is potentially tied into all that Qualcomm has done in automotive. Replacing Qualcomm chips and AI functionality is what it's all about and doing another Nortel here can never be discounted.

That's the nature of software, especially well distributed software and even more especially that which runs upon well distributed hardware.

It's not now, it's now plus X.

ps You are right about this being a non sequitur as to today. Stocked inventory of some form has already likely happened.



To: QCOM_HYPE_TRAIN who wrote (195987)10/10/2025 1:51:22 PM
From: Optntrdr19994 Recommendations

Recommended By
Dan R
Dr. John
GR8FORM
sbfm

  Respond to of 196656
 
agreed - but now we are caught in the middle of the big boys battle - which will be resolved - after all the posturing and threats are done