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

To: vkvraju5 who wrote (196348)	10/30/2025 11:40:38 PM
From: QCOM_HYPE_TRAIN	7 Recommendations Recommended By Dr. John JeffreyHF Ken Carrillo Lance Bredvold matherandlowell and 2 more members Read Replies (2) \| Respond to of 196444

I've been following Insane Analyst/Irrational Analysis for awhile as he was posted here during the arm lawsuit. I don't know what his deal is either but he lets a company get him upset in real life. I assume he was laid off as he made a comment on twitter to a former Q employee about "did you keep your RSUs" Samir K was also likely laid off. He likes to flout around his "Sr Director" role, yet he doesn't mention he worked in the marketing team not in engineering. Charlie (semi accurate) has been a hater since he stopped getting invited to Q events a few years ago. But I agree with you it's strange Q has such extreme haters.

To: vkvraju5 who wrote (196348)	10/31/2025 2:38:27 AM
From: Silcon Observer	1 Recommendation Recommended By Dr. John Respond to of 196444

I agree some these guys are extremely -ve. But there is also some truth to what they post. Of course, they never post/comment when +ve things happen...

To: vkvraju5 who wrote (196348)	10/31/2025 11:01:24 AM
From: Doug M.	1 Recommendation Recommended By BDAZZ Respond to of 196444

<<Why so much hatred?>> Throughout my experiences in this world that we live in, I noticed that that hatred and brain power are inversely correlated = more hatred, the less reasoning going on between the ears. Of course, there could be personal vendettas going on as well - didn't get promoted at QCOM like they hoped, etc. Also, this is a big reason too - and you can't be smart to be shorting QCOM: <<At the time of writing, I hold large long positions in real AI companies ( $AVGO $NVDA ) and a short (put) position against $QCOM .>>

To: vkvraju5 who wrote (196348)	10/31/2025 11:41:32 AM
From: BDAZZ	4 Recommendations Recommended By Another John Jon Koplik matherandlowell vkvraju5 Respond to of 196444

Sounds like he was loud and publicly short and he just got his ass handed to him as happenes to all these type that think they have it all figured out. Now hes making excuses and talking about doubling down on his position and reputation. Reality is you can know a company inside and out but that tells you nothing about how their stock will turn short term. I just made a move based on a short term look ahead. I recently pulled shares from Amazon and they are up 24 points today.

To: vkvraju5 who wrote (196348)	10/31/2025 12:31:29 PM
From: Art Bechhoefer	9 Recommendations Recommended By Dr. John Jon Koplik Ken Carrillo manning18 pheilman_ and 4 more members Respond to of 196444

"Why so much hatred?" Is it hatred or greed, or both? Qualcomm has remained the leader in active (unexpired) patents, particularly when it comes to efficient use of spectrum, including sub 6G. Competitors almost always try to fine some way to reduce royalty payments. A never ending lawsuit (e.g., ParkerVision v. Qualcomm) is one method, the by-product of which is a loss of investor confidence in the defendant. This has been going on for a long time. MaCom [sp?], which later became Interdigital, claimed ownership of certain early patents obtained when QCOM leaders ran a company known as Linkabit. QCOM settled by cross licensing some of its broadband patents. Then Ericsson claimed that CDMA patents were invalid because they didn't meet criteria defining new and novel. A Markman hearing in a Texas federal court convinced Ericsson to settle before things got worse. In short, they didn't have a winnable case. Then Nokia tried a similar stunt, which ended by their allowing Qualcomm cross licensing access to key GSM patents, which Qualcomm needed in order to create reference designs that were compatible with GSM and CDMA. Then an FTC action, inspired in part by Apple, accused QCOM of anticompetitive business practices – scuttled by a federal court of appeals in California. Then an ARM lawsuit claiming Qualcomm illegally used a ARM patents when it acquired Nuvia, whose key personnel had earlier helped Apple with a new and faster processor design, followed by a Qualcomm action against ARM, still in pre-trial. I missed a few other cases, but you get the point. A competitor will try most anything to increase profits, especially by finding a way to reduce the royalties they fork over with every sale of a device that practices one or more Qualcomm patents. "Greed is good," said a protagonist in a movie. Warren Buffett said it better when he proclaimed a need for "controlled greed." Qualcomm generally has a good record of being open and honest in its patent licensing agreements. They made one major mistake of hiding video compression patents from a standards setting body, and they paid dearly for the mistake by seeing a court invalidate those patents. Luckily their former general counsel who averred that the issue was unimportant is long gone. On the other side, Qualcomm early on helped the Securities & Exchange Commission to create what were known as "full disclosure" regulations requiring a top company official to timely certify the accuracy of each financial report. At the inception of that rule, quite a few companies reported late, or readjusted their reports to reflect "new" information that might change the public's view of the company. We are now witnessing one more iteration of that scheme to somehow minimize Qualcomm's latest announcement of AI chips that could cut energy requirements in processing and use of large language models by as much as 90%. It's all about money. And some corporate leaders and analysts are eager to add hatred to their scheming. Art