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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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Dr. John
Ruffian
To: kelseysuncle who wrote (196529)11/7/2025 1:15:47 AM
From: Telecom Dude2 Recommendations  Read Replies (1) of 196772
 
I really don't get how Amon flubbed that question. Why is he focused on glasses form factor or watch form factor or the wearables form factor? That market is tiny tiny compared to the data center one. Forget about multi-billion. If Qualcomm can make a good chip, it could be worth 10s of billions. Maybe they are not thinking big enough, or just don't have the XPU chops.
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