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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Silcon Observer who wrote (195929)10/7/2025 8:38:59 AM
From: voop1 Recommendation

Recommended By
sbfm

  Read Replies (1) | Respond to of 196663
 
Linked in link is not linked in.

X does mark the spot.

Sorry guys, too much coffee.



To: Silcon Observer who wrote (195929)10/7/2025 11:03:45 AM
From: FrankHamer2 Recommendations

Recommended By
Telecom Dude
voop

  Respond to of 196663
 
LOL I thought the same after learning the AMD deal details with OpenAI. Certainly seems like a version of Musical Chairs we played as kids.

Monday Morning quarterback observation ... QCOM sure made a bad strategic decision in 2016 to abandon server CPU development. The AMD/OpenAI news makes me wonder what could have been for QCOM.



To: Silcon Observer who wrote (195929)10/8/2025 4:54:38 PM
From: Silcon Observer7 Recommendations

Recommended By
Dr. John
E_K_S
Jim Mullens
Lance Bredvold
Prophet of Profits

and 2 more members

  Read Replies (1) | Respond to of 196663
 
Oh wow... within a couple of days of my post Bloomberg publishes this:

OpenAI's Nvidia, AMD Deals Boost $1 Trillion AI Boom With Circular Deals - Bloomberg