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

To: GR8FORM who wrote (197241)	1/16/2026 9:06:07 PM
From: Doug M.	1 Recommendation Recommended By Dr. John Read Replies (1) \| Respond to of 197593

<< The analyst said the personnel move is “bigger than people realize.” “I think people a lot of times focus on executives. And he is an executive, but also he is a GPU architect, of which there are not that many that are at the level that he is at because he can basically build a GPU architecture from the ground up” he said.>> Obviously a big loss for Qualcomm, but also a big win for Intel. I don't think that many here own Intel like me - we had debates about that when Intel was ~ half its current price. Due to that increase, Intel is more important to my portfolio. But that certainly doesn't make Qualcomm unimportant. I want them both to win. Lip-Bu Tan was too underestimated - this is the perfect example of that.