Qualcomm Moderated Thread - please read rules before posting

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Qualcomm Moderated Thread - please read rules before posting

An SI Board Since June 2000

Posts	SubjectMarks	Bans	Symbol
198279	1051	8	QCOM

Emcee: Silcon Observer	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
194556	Bill, re: Apple Executives Defend Apple Intelligence, Siri and AI Strategy	Jim Mullens	1	6/11/2025
194555	Flurry of notices, orders, and documents - sealed and otherwise - in QCOM vs ARM	RoseCampion	9	6/11/2025
194554	SerDes For Chiplets The key goals are low power and high bandwidth over extreme	waitwatchwander	4	6/11/2025
194553	Apple Executives Defend Apple Intelligence, Siri and AI Strategy A year after la	Bill Wolf	-	6/11/2025
194552	Call has always been the trailblazer or Apple. Now that Apple wants nothing to d	freefromwires	-	6/11/2025
194551	Panicking over AI failures, Apple declares it impossible	Bill Wolf	7	6/11/2025
194550	Samsung and Qualcomm are quietly engineering the brains of future cars sammyfan	Bill Wolf	1	6/11/2025
194549	Qualcomm Demonstrates New Processor for AI-Based Smart Glasses Qualcomm headqua	Bill Wolf	2	6/11/2025
194548	Qualcomm launches AI R&D center in VietnamCompany's first such center in	Bill Wolf	1	6/11/2025
194547	I agree but might temper the 'cut' to allow no new money spent on Apple.	Jeff Vayda	4	6/11/2025
194546	Losing Apple's modem business has been hanging over QCOM's head like the	JeffreyHF	17	6/11/2025
194545	Yes, the risks are the same, but I see they concede the very real possibility th	BDAZZ	-	6/10/2025
194544	12x '26 earnings, and a discount to peers, because of Apple?	JeffreyHF	1	6/10/2025
194543	All of these risks are in every component supplier - AVGO, NVDA pick them....the	Optntrdr1999	1	6/10/2025
194542	Gary Mobley has consistently proven that he doesn't understand Qualcomm, yet	vkvraju5	4	6/10/2025
194541	KeyBanc: "QCOM: Qualcomm Acquires Alphawave Semi to Strengthen AI ASIC Deve	GR8FORM	-	6/10/2025
194540	FWIW, Wells Fargo analyst report excerpt on Q - posted by an X users. "QC	GR8FORM	1	6/10/2025
194539	telus-trials-5g-priority-slice-during-edmonton-oilers-playoff-run mobilesyrup.c	waitwatchwander	1	6/10/2025
194538	GR*8, Re; MKT Cap Asking Gemini- Q&A Q-- Simplify - Mkt cap in b	Jim Mullens	-	6/10/2025
194537	Qualcomm Looks To Power Emerging Smart Glasses Market investors.com. I'm b	sbfm	-	6/10/2025
194536	Jim, approx how much has Q gained in market cap since the Monday acquisition ann	GR8FORM	-	6/10/2025
194535	Apple Fails to Clear a Low Bar on AI The company’s hardware-first business model	Bill Wolf	6	6/10/2025
194534	Mark Zuckerberg, frustrated with Meta Platforms Inc.’s shortfalls in AI, is asse	Bill Wolf	3	6/10/2025
194533	Qualcomm’s Alphawave Acquisition Targets Data Centers and AI, But What’s Next?	Bill Wolf	18	6/10/2025
194532	Apple finally invents Windows Vista, calls it “Liquid Glass”	Bill Wolf	7	6/10/2025

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