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
198129	1047	8	QCOM

Emcee: Silcon Observer	Type: Moderated

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Reply	Message Preview	From	Recs	Posted
194881	Copilot Q&A - briefly interpret the technicals associated with QCOMs SP i	Jim Mullens	2	7/21/2025
194880	Looks like the July options pre-earnings bet on Qualcomm was at the lower end of	waitwatchwander	2	7/21/2025
194879	<<I bet there are very folks outside of QCOM’s fan base that associate tha	Doug M.	1	7/21/2025
194878	UBS Adjusts Qualcomm (QCOM) Price Target Amid Tariff-Driven Gains QCOM Stock N	GR8FORM	1	7/21/2025
194877	Global Smartphone Shipments Up 2% YoY in Q2 2025 on Growth in Developed Markets;	waitwatchwander	1	7/21/2025
194876	Exynos Modem 5400 \| Modem \| Samsung Semiconductor Global share.google	waitwatchwander	1	7/21/2025
194875	Skylo sets sights on Asia and certifies Samsung Exynos 2500 as Analysys Mason ha	waitwatchwander	1	7/20/2025
194874	Perplexity has yet to discover Samsung's Shannon modem which is now used big	waitwatchwander	2	7/20/2025
194873	Maybe someone needs to tell Qcom’s marketing department to start using AI.	freefromwires	2	7/20/2025
194872	<i> In-house development is becoming just as important as the merchant	Elroy	1	7/20/2025
194871	Mix has a big impact on margins. Mediatek has taken share from Qualcomm over th	waitwatchwander	2	7/20/2025
194870	Gross Good points. Look at gross margin. Mediatek gross margin on upward trend b	kech	4	7/19/2025
194869	<i> it still seems that MediaTek is closer on the heels of QCOM than in	Elroy	1	7/19/2025
194868	<i> And how can it commoditize? Aren't the leading cell phone base	kech	1	7/19/2025
194867	Ok, but I still can't get your point. In a commodity environment the market	Elroy	2	7/19/2025
194866	Not so much Apple but in other areas involving ARM and those who are just as far	waitwatchwander	2	7/19/2025
194865	<i> The absolute declines one can see in the mobile business seem to...	Elroy	-	7/19/2025
194864	The absolute declines one can see in the mobile business seem to far out weigh t	waitwatchwander	2	7/19/2025
194863	Qualcomm CEO on AI bets and surviving beyond Apple. Came across this CA You	Jim Mullens	6	7/19/2025
194862	Barons article reader view: How CEO Cristiano Amon Is Building ‘a New Qualcomm’	GR8FORM	4	7/19/2025
194861	How CEO Cristiano Amon Is Building ‘a New Qualcomm’ By Emily Russell July 19, 20	Bill Wolf	3	7/19/2025
194860	Qualcomm CEO Shares the Company's Disruption Strategy youtu.be Kinda saw a	vkvraju5	17	7/18/2025
194859	China unveils world’s first humanoid robot that changes its own batteries The W	Bill Wolf	1	7/18/2025
194858	Elon is not an engineer. He's an investor/salesman, consistent with your poi	JeffreyHF	4	7/18/2025
194857	In an all stock transaction.....	Elroy	-	7/17/2025

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