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


To: cold_snowman who wrote (196665)11/18/2025 5:36:19 PM
From: QCOM_HYPE_TRAIN5 Recommendations

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  Read Replies (1) | Respond to of 196972
 
I've noticed that a lot of the LLMs don't do a good job with information surrounding the lawsuits. Qualcomm already won in Arm v. Qualcomm. It's citing March 2026, which is when Qualcomm V. Arm is going to Jury trial.

Perhaps I'm being overly pedantic? But is said this:

> The market hates uncertainty. Qualcomm is currently "in the penalty box" until it proves it can survive without Apple and win the legal war with Arm

> The Catalyst: This trial covers remaining claims of "interference" and breach of contract. A settlement or another clean win here would remove the "existential threat" discount. Wall Street hates litigation risk; once the lawyers leave the room for good, the P/E multiple often expands immediately.

Any victory that comes out of the Qualcomm v. Arm lawsuit is a cherry on top IMO.



To: cold_snowman who wrote (196665)11/19/2025 1:54:00 PM
From: waitwatchwander  Respond to of 196972
 
How about ARM, Qualcomm and Graphcore merging and spinning off an entity where generic industry-wide IP is packaged into a royalty based solely income generating outfit.

One just never knows these days, other than this couldn't happen without the later.

This would be the non RISC-V option.