@cristianoamon @Qualcomm back to the doghouse.. go figure. Had the all of the market excitement just to throw it away again. How many years of let downs and waiting $QCOM @donnymac @Clareconley
- @cristianoamon @Qualcomm might need to check in with Akash to make sure your buyback machine still on. 30%+ correction from the recent highs. Back to being doubted by all $QCOM
- $qcom my thesis.. OEMs have been running thin on inventory d/t memory. Qualcomm increases prices 09/01. Forces OEMs to restock inventory to average levels or face a 10% penalty when they ultimately need it. Qualcomm’s inventory on hand has been growing so it is easily moveable.
- @cristianoamon big datacenter story and still somehow back to the communications multiple.. when does the narrative garner any respect from the market. Show em up, Cristiano. @Qualcomm $QCOM
- $qcom tony is here for pumping
