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


To: Bill Wolf who wrote (196504)11/6/2025 7:26:19 AM
From: Elroy12 Recommendations

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  Respond to of 196772
 
QCOM numbers look great to me. All these article writers are trying to explain why the after hours traders sold it off, and they really don't know why others reacted the way they did, the writer is just making stuff up.

I'd bet QCOM closes up today. Sales booming. Cars booming. Everything going up.

One concern for QCOM I would have is the increase in memory prices may slow phone sales over 2026. AI data centers are eating up all available memory, so even the price for mobile DRAM is going up because the memory makers don't have spare capacity for anything in 2026.



To: Bill Wolf who wrote (196504)11/6/2025 5:44:40 PM
From: Jim Mullens1 Recommendation

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vkvraju5

  Respond to of 196772
 
bill, Re: Goldberg- .(Ian King / bloomberg) ...............................................

Though Qualcomm has been less of an AI darling on Wall Street, it did enjoy a stock resurgence in recent weeks. That may have set the bar too high, Jay Goldberg, an analyst at Seaport Global Securities, said on Bloomberg Television

>>>>>>>>>>>>>>>>>>>
remember back in the day the media / pundants would go to Stacy Rasgon when wanted a quote (negative) for QCOM- Since Stacy turned positive their now go-to-guy is Goldberg.

Now tell me there's not an adgenda --- and they're not biased against QCOM.