SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Jim Mullens who wrote (196480)11/5/2025 6:53:27 PM
From: matherandlowell7 Recommendations

Recommended By
BDAZZ
Dr. John
GR8FORM
Jon Koplik
Ken Carrillo

and 2 more members

  Read Replies (2) | Respond to of 196772
 
"Looking at the NAZ chart, volume had a large spike w/ ~5M shares traded at 4:00 closing with the close dropping to ~ $174vs Schwab’s reported close at $179.72."

Jim--

Isn't this completely consistent with the kind of manipulation that we have endured here following repeated good quarterly reports? It's a classic "weasel" attack from Apple or people working under the direction (and financial incentives) of Apple. People like Gene Munster and now Jay Goldberg casually appearing to piss on the stock as better than expected revenues, earnings, and projections are announced.

It's not market fatigue or profit taking, it's a planned, orchestrated attack on shareholders to erode confidence in the management team. And I believe we can expect this kind of stock manipulation until the new Apple contract is signed. (Maybe Qualcomm can make termination of weasel attacks a condition of the license.)

The paid Apple press, now perhaps including Barron's, continues to print Apple's bs:

"The big drag is projected to come from Qualcomm’s licensing revenue, expected to be down 11% from last year. Qualcomm has the best cellular radio chips and it uses that leverage to charge a per-device royalty on smartphones. A big factor in this is Apple, which is slowly cutting out Qualcomm as a vendor. "

"The biggest customer conflict was with Apple, which chafed at the per-device royalties."

"This requirement has led to a lot of friction with customers and antitrust agencies worldwide. Though Qualcomm has escaped regulation in the U.S., the same can’t be said for China and South Korea, where the company long ago paid fines and agreed to change its licensing terms."

That wasn't written by someone who doesn't understand what a royalty is, it was written by Adam Levine from Barron's.

I can't believe that Adam Levine just decided to "break" the story that Apple doesn't like paying royalties to the company whose technology it used to create the most lucrative franchise of all time. It has to be that Barron's is accepting payments for putting out this nonsense-- which reduces my faith in the financial press in general.

"All the news we get paid to print."

j.



To: Jim Mullens who wrote (196480)11/5/2025 9:50:28 PM
From: waitwatchwander1 Recommendation

Recommended By
Dr. John

  Read Replies (1) | Respond to of 196772
 
We seem to get a lot days with 5M shares traded at the close. I think it's ETF settlements and find it most peculiar when it happens without a change in price. Active day trading couldn't be so inconsequential but flipping among ETF holders (both holding Qualcomm) could cause such an anomaly.

Markets have become weird, crashing one day driving higher the next. Maybe it's time for someone to turn an AI into a market maker of the olden days.