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

To: GR8FORM who wrote (196125)	10/22/2025 11:37:27 AM
From: E_K_S	2 Recommendations Recommended By Dr. John sbfm Respond to of 196396

First time I remember something like this. However, with the possibility of more tariffs, I would still want some production in the US. I did not realize VW had only one supplier for their chips and w/ a disruption their production was halted. Could be an opportunity for Qualcom to have multiple manufacturing facilities (both in and outside the US). They could use this as a selling point to auto manufactures and point out there would be no supply chain dissruptions when they enter into a longterm design/supply agreement. I do not see this getting better but more defragmented based on tariffs/taxes and the different political bias. I noticed that NFLX had to take a charge for a special Brazil tax in their earnings release.