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


To: kech who wrote (196447)11/5/2025 9:03:57 AM
From: Bill Wolf3 Recommendations

Recommended By
GR8FORM
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Ken Carrillo

  Respond to of 196772
 
Link to pod:

youtube.com



To: kech who wrote (196447)11/5/2025 10:18:04 AM
From: waitwatchwander2 Recommendations

Recommended By
Dr. John
Lance Bredvold

  Read Replies (1) | Respond to of 196772
 
SA burns natural gas and oil for their electricity? share.google

I'd expect that to be in great over-supply and the export of tokens to be just vertical integration of their existing O&G industry. Even with IoT further vertical integration seems to be their driving rational.

Qualcomm may be selling this as an efficiency play but that seems to have must less relevance when perceived from this customers point of view. fwiw