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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196315 1032 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196266This is what is so exciting about entering into this space. Nvidia racks are so QCOM_HYPE_TRAIN9Tuesday
196265There are real issues with nVidia's inferencing performance and efficiency iWildbiftek3Tuesday
196264I went to CoPilot and got this update. ..... Lots of number crunching which I waitwatchwander1Tuesday
196263One excellent quote from CA in that interview; "you train on Nvidia and runPNUT9Tuesday
196262WWWander - I asked Chatgpt your question and here is its answer: How does the okech1Tuesday
196261Bank of America reiterates Qualcomm as buy Btw - Doesn’t it seem like the stoGR8FORM4Tuesday
196260Can someone explain to me how the HoS order gets translated into a $1B order? Iwaitwatchwander-Tuesday
196259Ok thanks. It was in the A for acquire column but gotta read the footnotes I gukech-Tuesday
196258That's not a buy. The price was $0 and there is a note about vesting. It&#waitwatchwander2Tuesday
196257CA on CNBC : cnbc.com cnbc.comGR8FORM5Tuesday
196256Jim - We should have all bought more when you posted your chatgpt montage of extkech3Tuesday
196255They (CA and Akash) both bought shares. That is a nice change.kech1Tuesday
196254CA on CNBC this AM ............................................... a bit b4 5AM.Jim Mullens-Tuesday
196253Nvidia Inches Lower. What Qualcomm’s AI Chip Entry Means for the Stock. By Adam Bill Wolf1Tuesday
196252Skyworks Solutions and Qorvo have agreed to merge in a cash-and-stock deal that Bill Wolf4Tuesday
196251Qualcomm Soars After Taking Aim at Nvidia With New AI Chips By Ian King OctoberBill Wolf3Tuesday
196250Qualcomm lobs AI chips at Nvidia’s throne by Nick Farrell on28 October 2025 QuaBill Wolf3Tuesday
196249Cristiano archive.fast-edgar.com Akash archive.fast-edgar.comBill Wolf3Tuesday
196248Qorvo climbs 12%. The Information reported that Apple supplier Skyworks SolutionBill Wolf3Tuesday
196247NXP Gives Upbeat Forecast in Sign That Demand Is Rebounding By Christina KyriasoBill Wolf3Tuesday
196246lowering (sleepy) worker productivity (tomorrow.)Jon Koplik1Tuesday
196245off topic -- World Series Game 3 is now in18th inningJon Koplik1Tuesday
196244"Qualcomm's AI200 series of chips can't challenge Nvidia head-on, tvkvraju51Tuesday
19624381M shares got traded yesterday and if we take an average price of the day, thevkvraju512Tuesday
196242easier URL / NYT piece / Qualcomm Unveils -- archive.isJon Koplik1Tuesday
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