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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198483 1055 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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194886GPUs can certainly handle AI tasks, but they're significantly more power hunQCOM_HYPE_TRAIN27/21/2025
194885Although the guidance over the next two or three quarters should be of interest Art Bechhoefer87/21/2025
194884Doug, re: CNN Ingenuity article- Thanks- word search yields nada for...........Jim Mullens17/21/2025
194883Qualcomm at 40: Igniting Revolutions, Shaping Tomorrow (Gemini Version) JuJim Mullens17/21/2025
194882QCOM_at 40: Here’s how we drove five of the biggest tech revolutions...........Jim Mullens27/21/2025
194881Copilot Q&A - briefly interpret the technicals associated with QCOMs SP iJim Mullens27/21/2025
194880Looks like the July options pre-earnings bet on Qualcomm was at the lower end ofwaitwatchwander27/21/2025
194879<<I bet there are very folks outside of QCOM’s fan base that associate thaDoug M.17/21/2025
194878UBS Adjusts Qualcomm (QCOM) Price Target Amid Tariff-Driven Gains QCOM Stock NGR8FORM17/21/2025
194877Global Smartphone Shipments Up 2% YoY in Q2 2025 on Growth in Developed Markets;waitwatchwander17/21/2025
194876Exynos Modem 5400 | Modem | Samsung Semiconductor Global share.googlewaitwatchwander17/21/2025
194875Skylo sets sights on Asia and certifies Samsung Exynos 2500 as Analysys Mason hawaitwatchwander17/20/2025
194874Perplexity has yet to discover Samsung's Shannon modem which is now used bigwaitwatchwander27/20/2025
194873Maybe someone needs to tell Qcom’s marketing department to start using AI.freefromwires27/20/2025
194872<i> In-house development is becoming just as important as the merchant Elroy17/20/2025
194871Mix has a big impact on margins. Mediatek has taken share from Qualcomm over thwaitwatchwander27/20/2025
194870Gross Good points. Look at gross margin. Mediatek gross margin on upward trend bkech47/19/2025
194869<i> it still seems that MediaTek is closer on the heels of QCOM than inElroy17/19/2025
194868<i> And how can it commoditize? Aren't the leading cell phone basekech17/19/2025
194867Ok, but I still can't get your point. In a commodity environment the marketElroy27/19/2025
194866Not so much Apple but in other areas involving ARM and those who are just as farwaitwatchwander27/19/2025
194865<i> The absolute declines one can see in the mobile business seem to...Elroy-7/19/2025
194864The absolute declines one can see in the mobile business seem to far out weigh twaitwatchwander27/19/2025
194863Qualcomm CEO on AI bets and surviving beyond Apple. Came across this CA YouJim Mullens67/19/2025
194862Barons article reader view: How CEO Cristiano Amon Is Building ‘a New Qualcomm’ GR8FORM47/19/2025
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