$Qualcomm(QCOM.US)

"You can't just express your investment views when the holdings are rising."

My historical view on QCOM has always been bullish. I am optimistic about Qualcomm's R&D capabilities, technology stack, and business layout. This view will not change. The drop in stock price indicates that the current market sentiment is inconsistent with my view. I have to admit that I don't have the ability to predict this, but my judgment on the fundamentals remains unchanged. I continue to be optimistic about its long-term development and am preparing to increase my position.