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


To: JeffreyHF who wrote (196594)11/11/2025 2:47:16 PM
From: waitwatchwander1 Recommendation

Recommended By
Lance Bredvold

  Read Replies (3) | Respond to of 197013
 
If Son was smart, he'd be selling all his Nvidia and ARM shares and buying Qualcomm but I guess he's already made his bets in this area (including taking in PJ).

Although I do believe G* might finally be finding good use for it's S band spectrum. globalstar.com



To: JeffreyHF who wrote (196594)11/13/2025 8:53:35 AM
From: Jon Koplik3 Recommendations

Recommended By
Dr. John
JeffreyHF
manning18

  Respond to of 197013
 
Bloomberg Opinion / Nasdaq Whale’s [ Sotfbank's ] Nvidia Sale Smells Desperate .........................

bloomberg.com

or :

archive.is

excerpt :

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SoftBank has been dabbling in public markets in recent years, a sharp departure from its core business of spotting unicorns. In late 2020, the conglomerate started a controversial hedge fund side hustle called SB Northstar. This unit bought billions of dollars of US equity derivatives, stoking market volatility and earning SoftBank the nickname of “ Nasdaq whale.” By early 2022, however, Northstar had to be scaled down dramatically after incurring a cumulative loss of 746 billion yen ($4.8 billion).

A poor track record aside, Son also has desperate financing needs. SoftBank is racing to lock down its equity investment in OpenAI.

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