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
198166	1048	8	QCOM

Emcee: Silcon Observer	Type: Moderated

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Reply	Message Preview	From	Recs	Posted
194706	But only in hindsight. Markets are often wrong and spectacularly so in the shor	freefromwires	4	6/28/2025
194705	Our opinions are irrelevant; the markets are always right.	abd4b	3	6/28/2025
194704	I have never advocated shorting anything - I am just saying the so called effici	Optntrdr1999	5	6/27/2025
194703	J. and All -- Regarding the apparent overvaluation of ARM, especially when compa	Art Bechhoefer	9	6/27/2025
194702	And shockingly - I am not alone in thinking this makes no sense ARM Holdings	Optntrdr1999	-	6/27/2025
194701	my reply / old stuff / ARM valuation ( part 2 ) : ............................	Jon Koplik	3	6/27/2025
194700	old stuff / ARM valuation ( part 1 ) : ........................................	Jon Koplik	-	6/27/2025
194699	Thanks for your cogent post.	JGoren	1	6/27/2025
194698	Q has more income that they have revenue. We are due for a majored upward correc	GR8FORM	2	6/27/2025
194697	you know something is really wrong with the stock market when ARM is worth more	Optntrdr1999	13	6/27/2025
194696	Samsung cosies up to US with reported Qualcomm deal and hiring plans Two arti	Jim Mullens	3	6/27/2025
194695	Xiaomi has stepped up its hardware game again, this time with the launch of the	Bill Wolf	2	6/27/2025
194694	Silicon Motion's UFS Solution Completes Compatibility Validation with Qualco	Bill Wolf	1	6/27/2025
194693	Xiaomi says it received over 200,000 orders for a new car it priced just below T	Bill Wolf	3	6/27/2025
194692	Not so OT, Trump and China apparently signed a trade deal two days ago, should m	Dr. John	2	6/27/2025
194691	The latest Samsung tri-fold phone leak hints at a titanium frame, plus chipset a	sbfm	1	6/26/2025
194690	i think diving into the cancellation of hte intel auto stuff is interesting. May	engineer	6	6/26/2025
194689	Bill, re: Xiaomi’s first AI-powered eyewear............................. I	Jim Mullens	9	6/26/2025
194688	I really, really appreciate that fantastic explanation! Incredibly informative a	sbfm	2	6/26/2025
194687	the contract between fab and customer is for wafer starts at a fixed price. It u	engineer	26	6/26/2025
194686	More like the lemmings did not riot over our 16E, so we might get away with it o	engineer	4	6/26/2025
194685	the issue is how to time slice the frequency real estate so you can fit more use	engineer	12	6/26/2025
194684	Engineer (or anyone). If a fab has lower then desired yields, who pays? If yiel	sbfm	2	6/26/2025
194683	that is a good win /win for both. ......assuming the samsung fab yeilds well...	engineer	3	6/26/2025
194682	Jon -- ParkerVision has adhered consistently to one strategy: Keep its lawsuit o	Art Bechhoefer	3	6/26/2025

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