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

To: METMAN who wrote (196826)	12/4/2025 12:38:45 PM
From: Jim Mullens	3 Recommendations Recommended By JeffreyHF Jon Koplik METMAN Respond to of 197001

metman, re : Glasses ...................................................................................... "Meta stock climbs on report company will make major cuts to metaverse efforts" Cristiano had a lot to say about "glasses" at the UBS conf >>> Glasses – Glasses is the 1 that is the most promising, but there are others. I think you see all of those companies that have models designing different types of devices. The good thing we're designing all of them. And we think that's going to drive new agentic experience that could be a significant opportunity. And it can grow dramatically. We talk about $2 billion in our $22 billion projection for that we said in the last 2024 Investor Day, we said that $2 billion will be XR devices. We're well ahead of it when you think about what's happening with personal devices and glasses. I'm very bullish on that opportunity. And I think this is going to play out like this. When the phone is at the center of our digital life right now. So all of the wearable devices, they have been around the phone. They extend the functionality of the phone, like a watch get the phone sensor data, give you back notifications. They actually, the first project we did with Meta was to -- for you to do Instagram stories, extend the functionality camera. It doesn't matter. Now the agent is at the center. And those devices, they get better every month. Every month, they are new use cases. I think we see customers for example, even completely new markets, we have a customer in India, they are glasses. They integrate it with the national payment system. You can look at the QR code and you can pay a bill. And I think that's going to be -- those new agent experience are going to develop this category can be very, very big, and it's going to change a lot the relationship that we're going to see happening in the mobile industry.