Aug. 18 at 5:41 PM
$QCOM The pigs played us, stealing and borroeing our sharesâa filthy gang. But hey, we believed that this Qualcomm crowd had some muscle, not just little balls. Instead, it has been one piece of bullshit after another, what we get is a slow-moving Qualcomm caravan of gypsies.
Six years of spending billions and delivering promisses of change. Experts at missing opportunities. Arduino, old CPUs, and recycled Python code. Anything truly new is supposedly somewhere in a distant galaxy, to be delivered in 2029 and beyond. Ha, ha, ha. The wagon is being run by MBAs, and they are moving exactly as old farts can run it âstraight into a ditch.
When the AI hype is gone, they will roll out some old silicon. Of course, by then no one may need it, because the AI frenzy will have passed. No progressâjust spend, spend, spend. Eighty thousand people moving paper clips around.
They couldnât make the jump even when the earnings bar was already on the floor. It cannot get much lower.