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

To: waitwatchwander who wrote (196449)	11/5/2025 11:12:53 AM
From: kech	Respond to of 196772

Yes - I was thinking of that too. That they should be less sensitive to energy efficiency. On the other hand their marketing shtick is perhaps more focused on energy efficiency for SA produced tokens relative to having Data Center in Europe say. And this allows them to avoid the shipping of LNG and oil part. So maybe since energy efficiency is on their marketing radar they are the leader in recognizing Qualcomm's energy efficiency as well. Though they are also emphasizing they are using AMD and Nvidia and as much focused on developing the software stack in SA too, so Qcom's story is just part of their story.