Resignations! Emergency Board Meetings! Canceled Fabs!
I have abt 10% of my portfolio in Qualcomm so I'm really interested in why you are shorting it, especially since you are going long on ARM
If you’re shorting QCOM just for Apple modem, hasn’t Qualcomm provided long term earnings growth guidance assuming zero Apple revenue? It seems like Apple modem loss is already baked in.
I have abt 10% of my portfolio in Qualcomm so I'm really interested in why you are shorting it, especially since you are going long on ARM
If you’re shorting QCOM just for Apple modem, hasn’t Qualcomm provided long term earnings growth guidance assuming zero Apple revenue? It seems like Apple modem loss is already baked in.