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

To: manning18 who wrote (197638)	2/10/2026 10:25:04 AM
From: GR8FORM	1 Recommendation Recommended By manning18 Respond to of 197648

Interesting new IR guy. Here’s his linked in goodbye and his personal email address that may come in handy. I bet Jim Mullins craft one of his infamous outreach letters and point him to this active board. After 26 years of service, January marked the last month for me working at Arete. After co-founding Arete with Richard Kramer, Robert Simpson and Jim Fontanelli - establishing one of the first independent equity research businesses - I've worked through 105 earnings seasons, published almost 1k industry/company reports, developed thousands of industry relationships and spent over 10k hours with many of the top tech investors in the world. I've loved every minute of my time at Arete and sad to leave behind not just colleagues but great friends. What a journey its been. I just wanted to wish everyone at Arete all the best for the future - particularly team semis - you're an exceptional bunch and a real credit to yourselves. And for all the investors and industry relationships that have connected with me over the years - feel free to connect with me at bretts1974@gmail.com. Suffice to say, you'll be seeing plenty of me in my new role. I'm enjoying a brief period out of work before starting a new adventure later this month. all the best. Brett

To: manning18 who wrote (197638)	2/10/2026 10:35:52 AM
From: Jim Mullens	8 Recommendations Recommended By 60HzEE Dr. John GR8FORM jazzcat2000 manning18 and 3 more members Read Replies (1) \| Respond to of 197648

Manning, re: Simpson- (warning Copilot generated) Acrete had /has a $200 QCOM price target. Note- Mauricio remains with QCOM in a senior finance role -- (he was very personable and helpful) Snip- “…This is a signal hire* — Qualcomm wanted someone who could elevate the narrative with hedge funds, sovereign wealth funds, and long-only’s who demand deep technical clarity. >>>>>>>>>>>>>> Brett Simpson — Deep Background Overlay (Qualcomm SVP, Investor Relations)* 1. Career Foundation (25+ Years in Semis & Supply Chain) Simpson is not a generic Wall Street analyst — he’s one of the longest-tenured, most technically fluent semiconductor analysts in Europe. Arete Research (Co-Founder, Senior Partner) Co-founded Arete Research, one of the most respected independent tech-focused equity research firms globally. Covered global semiconductors, AI compute, wireless, RF, memory, and supply chain for more than two decades. Known for: Deep teardown-level understanding of handset and PC BOMs Early calls on RF content shifts Tracking silicon allocation across TSMC, Samsung, and foundry nodes Mapping modem share, ASP trends, and OEM procurement cycles His research was widely followed by hedge funds, long-only institutions, and supply-chain analysts because he consistently produced non-consensus, data-driven calls. 2. Technical Expertise (Why Qualcomm Hired Him) Simpson’s background is unusually aligned with Qualcomm’s core businesses: A. Wireless & RF Systems Covered modems, RF front-end, antenna tuning, filters, PA modules, and the entire handset silicon stack. Deep familiarity with Qualcomm’s competitive set: MediaTek, Apple, Broadcom, Skyworks, Qorvo, Murata. B. AI Compute & Edge Processing One of the earliest analysts to map AI inference workloads to edge devices. Followed Qualcomm’s NPU roadmap, Snapdragon AI Engine, and Oryon CPU strategy long before joining the company. C. Foundry & Supply Chain Extensive relationships across: TSMC (node transitions, capacity allocation) Samsung Foundry ASE, Amkor, SPIL (packaging) Memory suppliers (Micron, SK Hynix, Samsung) This is critical because Qualcomm’s investor narrative is increasingly tied to supply chain resilience and node leadership. 3. Reputation Among Institutions Simpson was known for: High-granularity models (content per device, BOM deltas, mix shifts) Accurate handset TAM forecasting Early reads on supply chain constraints Non-promotional, data-first communication style He was one of the few analysts who could sit with: handset OEMs RF module suppliers foundries component distributors …and synthesize a coherent, cycle-accurate view. This is exactly what Qualcomm’s IR needed. 4. Why Qualcomm Recruited Him (Strategic Rationale) Qualcomm’s IR has been evolving from: “handset-centric messaging” ? “multi-segment, multi-node, AI-driven growth story.” Simpson brings: credibility with top-tier institutions technical fluency to explain Qualcomm’s AI and automotive strategy supply-chain literacy to counter handset-cycle skepticism global relationships across Europe and Asia This is a signal hire — Qualcomm wanted someone who could elevate the narrative with hedge funds, sovereign wealth funds, and long-onlys who demand deep technical clarity.