103998930
commented on a stock · 16 hours ago
$Qualcomm (QCOM.US)$ Apple going to leave Qcom's 5G modem ch...
$Qualcomm (QCOM.US)$ Apple going to leave Qcom's 5G modem chips and then ARM cancels Qcom's IP for arm chips like the Snapdragons.... NVDA-ARM going to release PC chips 2025, if NVDA ARM can release PC chips, you bet Microsoft can release their own ARM chips in PCs too.. so QCOM's business for the foreseable future is endangered
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73150736 : Don't forget Qualcomm's moat in mobile communication patents.