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

To: abcs who wrote (196462)	11/5/2025 4:32:12 PM
From: waitwatchwander	1 Recommendation Recommended By Dr. John Respond to of 196773

Yes, I saw that. My take is because Qualcomm pays so much tax elsewhere which gets deducted from their US tax return, they are now not paying enough US tax and their US taxes will be higher due to the use of a different tax calculation. Corporate alternative minimum tax \| Internal Revenue Service share.google

To: abcs who wrote (196462)	11/6/2025 11:07:28 AM
From: waitwatchwander	2 Recommendations Recommended By Jon Koplik Prophet of Profits Respond to of 196773

So the write-off was from money previously out the door (via acquisition costs) and the value of the tax loses gained is no longer as high as previously anticipated because future corporate tax rates will be lower due to Trump's tax bill. It's like getting a break they didn't really need. Sound familiar. ps It affects book value (ie balance sheet assets/retain earnings) but not much else and as Art is always telling us the balance sheet asset number is not reflective of the company's real value anyway.