Just my 2 cents, I think the closer the home(s) in question are to QCOM the faster they sell (got no hard evidence for that however, just looking at what’s going on).

QCOM Market cap now exceeds Cisco’s that huge !! (and growing maybe 20-30% a year?)

Cisco is an enormous company BTW I know people working for Cisco in almost every state.

But with Intel’s new chip… Can QCOM keep the mojo going ?
(Personally I hope so but we will see).
Everything is local in RE.