Qualcomm Stock Discussion

72528940 : pathetic stock i dont know when i came out from this stock too much loss cant tolerate i bought 182

73150736 72528940 : 还有20块回本，很快的，不着急。也就10多个点。

72528940 73150736 : i dont know chinese language

103998930 : nah, when Trump comes in ASML will get difficulties

72269062 : Qualcomm is like ASML in that they both license their tech to others. One big difference is that Qualcomm is more at the implementation stage, whereas ASML only provides research. Companies are moving to doing their own research too, so ASML is also at risk. But Qualcomm made it work the new ARM based processors for PC, the next era of phone chips to power computers with huge improvement in battery life. ASML failed in this that's why it sold it to Qualcomm, and now wants a piece of the work that Qualcomm already bought and did additional work to make it work.
Qualcomm is also one of the few companies that have won vs Apple in legal dispute.
Qualcomm is rightfully under valued and more valuable than ASML, that rests on historical dominance that is fading away.

RDK79 : Just get some of each and debate something else.

I Am 102927471 :

Coach Donnie : Ouch

104355843 I Am 102927471 :

104355843 I Am 102927471 :

104355843 I Am 102927471 :

MACKGforEver : Clear and crisp! Thanks for sharing!

Mooge : $Qualcomm (QCOM.US)$ need to consider the potential losing 17% in revenue when $Apple (AAPL.US)$ move away from it

Alex Wong Cian Yih OP Mooge : Your concern is valid, and there are indeed reports suggesting that Apple's plan to produce its own 5G modem processors might be delayed until 2026, rather than 2025, which means their partnership with Qualcomm could extend further than initially expected. Additionally, while Apple contributes to Qualcomm's revenue through its 5G chips, it represents only a portion of their overall business. Qualcomm has been diversifying into other areas like IoT and automotive, which will gradually offset any potential loss. The impact, though present, is unlikely to be significant enough to warrant major concern at this point.