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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 (196317)	10/30/2025 11:48:47 AM
From: Jon Koplik	1 Recommendation Recommended By manning18 Respond to of 196395

too bad that Q cannot lie like Crapple does . . .

To: QCOM_HYPE_TRAIN who wrote (196317)	10/30/2025 12:11:44 PM
From: Wildbiftek	1 Recommendation Recommended By Dr. John Respond to of 196395

At least part of the short fall is due to the loss of potential contracts (Oryon based servers) and delays in product launches (Snapdragon X) from the ARM lawsuit... Question: Does Qualcomm eat its own dogfood when it comes to internal inferencing loads?

To: QCOM_HYPE_TRAIN who wrote (196317)	10/30/2025 1:39:40 PM
From: Qurious	7 Recommendations Recommended By Art Bechhoefer aryl GR8FORM QCOM_HYPE_TRAIN sbfm and 2 more members Read Replies (1) \| Respond to of 196395

Of course we should always be skeptical about an entry into a new market where there are entrenched heavy-weights. Q has not done well in the past where they have no moat. You can definitely color me skeptical re this AI inference entry. Let's wait and see if they gain any traction outside of the Saudis. And I do not disagree CA can come across as boastful. My point is rely on your own research. Ignore screeching heads like Cramer. And discount sell-side analysts' presumptive company knowledge -- but not their sway with institutional money.