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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196664 1031 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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195935Arduino deal plays into scaling up Qualcomm's AI edge, exec. says Qualcomm Bill Wolf1October 7
195934[graphic] Yahoo finance: Qualcomm to acquire Arduino amid edge computing push [GR8FORM2October 7
195933Qualcomm buys open-source electronics firm Arduino 9:00 AM ET, 10/07/2025 - ReutBill Wolf6October 7
195932Dell Hikes Estimates for Next Four Years on Strong AI Demand Dell Technologies hBill Wolf-October 7
195931Linked in link is not linked in. X does mark the spot. Sorry guys, too much covoop1October 7
195930Hi WiBiftek, I get it. But I submit these are not racing cars we are investingvoop-October 7
195929My view on the "Ai Circular Economy" x.com linkedin.com People usuaSilcon Observer2October 7
195928People don't usually brag that their car's model has had more sales thanWildbiftek3October 7
195927Thx for explaining. I think that until Qualcomm can eat into x86 market share voop1October 6
195926<i> Why? The best answers come from Buffett and his mentor Graham.</Elroy1October 6
195925I've seen Snapdragon laptops at Costco in a few NE US and Eastern Canadian swaitwatchwander-October 6
195924I just took a peek at the Costco app. There are at least a dozen Q powered laptomk5112October 6
195923I saw some Snapdragons laptops at Costco in their Mt. Juliet Tennessee location…manning183October 6
195922I speak of the relative efficiency and performance of their SoCs vs AMD/Intel. SWildbiftek1October 6
195921I find Costco tech stuff to be a year behind so perhaps it will start to creep ivoop-October 6
195920I shop regularly at Costco in the Rochester, NY area but have never seen any lapArt Bechhoefer1October 6
195919How is Qualcomm starting to embarrass AMD in the laptop space? Do you have numvoop1October 6
195918Inside the AI Chip War: From Nvidia’s Dominance to Intel’s Turmoil | The Real EiBill Wolf1October 6
195917Why? The best answers come from Buffett and his mentor Graham. It's also wArt Bechhoefer1October 6
195916<i> The trouble with owning just one stock is that you reduce the probaElroy1October 6
195915The trouble with owning just one stock is that you reduce the probability of sucArt Bechhoefer-October 6
195914Insider selling? I'm shocked, shocked!!! AI, AI, AI, Meta Glasses, Meta GlaSrat Man1October 6
195913All very much Enron and Bernie Ebers. I agree with you about small focused modewaitwatchwander2October 6
195912<i> I also think it's a poor investing strategy to have extensive hElroy1October 6
195911I also think it's a poor investing strategy to have extensive holdings in juWildbiftek3October 6
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