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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 (196587)	11/11/2025 12:04:26 PM
From: waitwatchwander	Read Replies (1) \| Respond to of 197013

OT: SoftBank's $5.8 billion Nvidia stake sale stirs fresh AI bubble fears - reuters.com This is likely of more significance than Akash lightening up across all of his many pools. Akash does appear to be maintaining each cohort at comparable levels. They've got their own plans.

To: Bill Wolf who wrote (196587)	11/11/2025 12:09:37 PM
From: Art Bechhoefer	Respond to of 197013

The recently reported sale of QCOM shares by Akash does not signify a downward change in anticipated QCOM net income per share. The series of fairly low numbers of shares sold speak more to a sale of shares from exercising stock options that are now vested and suggest a sale for personal reasons rather than future company fortunes. There have been similar sales reported by CA, again which appear to be planned sales of exercised stock options. It is also noteworthy that the sales comprise a fairly small percentage of insider shares still owned. Insider selling these days is less indicative of company prospects than insider buying. On the other hand, many tech sector stocks, AAPL for example, look somewhat overvalued compared to QCOM. If some of these stocks, with a total market value in trillions decline owing to external political and economic events, then it would make sense to diversify one's holdings. A major part of each investor's decisions will be governed by individual needs. Appropriate strategies might include the sale of covered call options with expiration at least 6 months way, outright stock sales in deferred or non-taxable accounts, and alternative investments in real estate, such as fixer-upper houses that can become rental units and depreciated with tax benefits to the owner. JMHO Art