Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: A.J. Mullen who wrote (196703)	11/20/2025 12:14:48 PM
From: Optntrdr1999	2 Recommendations Recommended By A.J. Mullen Art Bechhoefer Read Replies (1) \| Respond to of 197013

you missed the deferred tax asset charge related to the OBBB tax change - that reduced GAAP earnings by 5bil or 50%

To: A.J. Mullen who wrote (196703)	11/20/2025 12:34:43 PM
From: Jim Mullens	1 Recommendation Recommended By Dr. John Respond to of 197013

AJ, re: QCOM earnings / PE.................................................................. Were last quarter’s earnings anomalously low? Yahoo and other sites base the current PE on GAAP earnings and forward PE on Non- GAAP earnings. Its an oranges v bananas comparison, making comparisons meaningless, unless normalizing the two. There was a huge adjustment to GAAP earnings last quarter impacting the whole year as stated in prior post.