| | | Update to Farmer Jim / Thread comments / graphics / share price charts
Copilot generated - with my assistance / direction.
Note- Copilot makes errors --- check below to see if any misquotes by any posters mentioned below. (i found one and removed it )
>>>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>
Jim Lebenthal’s QCOM Commentary vs. SI Thread Tone (Jan 2023–Sep 2025)
??? Date
| ?? Commentary
| ?? QCOM Price (Approx.)
| ?? SI Thread Tone
| Jan 2023
| “Still bullish on Qualcomm’s long-term story.”
| ~$122
| ?? Cautious optimism — macro headwinds, waiting for mobile rebound
| Mar 2023
| “Short-term headwinds, but automotive is promising.”
| ~$104
| ?? Frustrated — mobile softness, concern over China exposure
| Jun 2023
| “Waiting for mobile rebound, but holding firm.”
| ~$135
| ?? Skeptical — mixed views on valuation and roadmap execution
| Sep 2023
| “QCOM undervalued relative to peers.”
| ~$142
| ?? Mixed tone — hopeful on auto/IoT, wary of handset drag
| Dec 2023
| “Buying more Qualcomm.”
| ~$155
| ? Bullish — Snapdragon X Elite buzz, licensing strength
| Jan 2024
| “AI integration could be a game changer.”
| ~$160
| ?? Optimistic — thread shifts toward infrastructure potential
| Feb 2024
| “Mobile softness offset by IoT growth.”
| ~$165
| ?? Constructive — sentiment improving with diversification
| May 2024
| “QCOM is a long-term winner.”
| ~$190
| ?? Bullish surge — strong earnings, auto wins, AI narrative
| Jun 2024
| (No direct quote)
| $220.95
| ?? Euphoric — record high, thread celebrates long-term conviction
| Aug 2024
| “Still confident despite pullback.”
| ~$198
| ?? Cautious — profit-taking, valuation concerns
| Oct 2024
| “Valuation looks attractive again.”
| ~$185
| ?? Rebuilding confidence — renewed interest in auto/enterprise
| Dec 2024
| “I’m buying more Qualcomm.”
| ~$180
| ? Bullish — thread aligns with Jim’s conviction
| Jun 2025
| “Earnings revisions will trend upward.”
| ~$152
| ?? Muted optimism — thread watching execution closely
| Aug 2025
| “Qualcomm is going to 200.”
| ~$160
| ?? Assertive — thread regains bullish tone, eyes breakout
| Sep 2025
| “Making a run for the roses right now.”
| ~$168
| ?? Confident — thread sees momentum and fair valuation
| Note- Not sure about Copilot's 9/'25 comment - re: "thread sees ...fair valuation "
copilot response >>>>>Interpretation
The thread’s tone in September 2025 is confident but not euphoric. Posters are acknowledging Qualcomm’s execution and diversified growth, but they’re not calling it “cheap” or “undervalued” the way they did in late 2023 or mid-2024. That shift in language and posture suggests a consensus around fair valuation—not chasing, not dumping, just holding with conviction.
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
SI Thread Tone & Volume vs. QCOM Price
Period
| QCOM Price Trend
| SI Thread Tone
| Volume Notes
| Q1 2023
| ?? Decline to ~$104
| ?? Frustrated, bearish — frequent mentions of mobile weakness, China risk, and lack of catalysts
| Moderate volume, mostly critical
| Q2 2023
| ?? Recovery to ~$135
| ?? Cautiously constructive — some optimism around auto/IoT, but skepticism about handset rebound
| Slight uptick in posts, mixed tone
| Q3 2023
| ?? Uptrend to ~$142
| ?? Mixed sentiment — debates over valuation, licensing strength, and macro headwinds
| Active discussion, tone split between bulls and skeptics
| Q4 2023
| ?? Rally to ~$155
| ? Bullish shift — Snapdragon X Elite buzz, positive earnings reaction
| High volume, mostly positive
| Q1 2024
| ?? ~$160–165
| ?? Optimistic — thread focused on diversification, edge computing, and auto growth
| Steady volume, constructive tone
| Q2 2024
| ?? Surge to $220.95
| ?? Euphoric — strong earnings, AI partnerships, breakout enthusiasm
| Peak volume, celebratory tone
| Q3 2024
| ?? Pullback to ~$198
| ?? Cautious — profit-taking, valuation concerns, macro uncertainty
| Volume dips slightly, tone softens
| Q4 2024
| ?? Stabilization at ~$180
| ?? Rebuilding confidence — renewed interest in auto/enterprise, less handset focus
| Moderate volume, tone recovering
| Q2 2025
| ?? Recovery to ~$152
| ?? Muted optimism — thread watching execution, earnings revisions
| Lower volume, analytical tone
| Q3 2025
| ?? Rally to ~$168
| ?? Confident — thread sees fair valuation, momentum building
| Volume rising again, tone constructive
| >>>>>>>>>>>>>>>>>
Here are direct quotes from individual posters on the Qualcomm (QCOM) Moderated Thread on Silicon Investor (SI) from January 2023 to September 2025, excluding any posts by Jim Mullens. These examples reflect the thread’s tone and engagement at key points in QCOM’s stock history:
(I'm excluded- always optimistic)
??? Early 2023 – Price Decline (~$104)
Poster: JeffreyHF
“The market is treating QCOM like a handset-only company again. That’s short-sighted.”
Poster: engineer
“Still no visibility on a handset rebound. Auto and IoT are promising, but not moving the needle yet.”
?? Tone: Frustrated, skeptical
?? Volume: Moderate, mostly critical
??? Late 2023 – Price Recovery (~$155)
Poster: sbfm
“Licensing revenue is still strong. The Street is missing the durability of this model.”
Poster: GR8FORM
“Snapdragon X Elite could be a game changer. Finally some excitement.”
?? Tone: Constructive bullish
?? Volume: High, with more technical optimism
??? June 2024 – All-Time High ($220.95)
Poster: voop
“Record auto revenue. This is what we’ve been waiting for.”
Poster: benhorseman
“QCOM’s quantum leap—finally getting credit for its diversification.”
?? Tone: Euphoric, celebratory
?? Volume: Peak levels, lots of recommendations
??? August 2024 – Post-Peak Pullback (~$198)
Poster: sbfm
“Valuation got ahead of itself. Still a great company, but not chasing here.”
Poster: engineer
“Execution matters now. Let’s see if they deliver on the AI roadmap.”
?? Tone: Cautious, analytical
?? Volume: Slight dip, more reserved posts
??? September 2025 – Recovery (~$168)
Poster: JeffreyHF
“The Street is finally pricing in the non-handset segments. Took long enough.”
?? Tone: Confident, constructive
?? Volume: Rising again, focused on fundamentals |
|
