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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.05-3.5%Oct 28 3:59 PM EDT
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To: waitwatchwander who wrote (196264)10/28/2025 10:19:39 AM
From: QCOM_HYPE_TRAIN9 Recommendations

Recommended By
AlfaNut
Bill Wolf
JeffreyHF
Jim Mullens
Jon Koplik

and 4 more members

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This is what is so exciting about entering into this space. Nvidia racks are so wildly expensive that when QC come in with mostly competitive inference racks, but at a significant discount its a win-win all around.

DCs can get inference capabilities, QC gets revenue that was never forecasted -- so QC can undercut.
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