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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198109 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196286I'd sell at $300. Wouldn't sell it all... Likely a third. I like cuttinwaitwatchwander310/29/2025
196285According to Gemini, the merger is an amalgamation of Aramco IoT with Humain AI waitwatchwander110/28/2025
196284Saudi Aramco to take minority stake in PIF-owned AI firm HUMAIN reuters.com I waitwatchwander210/28/2025
196283Thanks engineer for being here. Please no more vacations or absences :-). I got jazzcat2000910/28/2025
196282It seems like AI 200 is in the same class as base offerings from Nvidia and AMD.waitwatchwander310/28/2025
196281Qualcomm mention alongside NVDA and AMD in afternoon CNN article... getting a liMETMAN310/28/2025
196280Citigroup maintains Qualcomm QCOM at Neutral and raises the price target from $1GR8FORM310/28/2025
196279you are making my point - seems like all the press ends with the downside risk vOptntrdr1999110/28/2025
196278Optntrdr, re: --- well, lets see how it pans out – Well, a few weeks ago Jim Mullens510/28/2025
196277Blinkered, re: how to adjust for 'output'? i.e. TOPS or TB I beliJim Mullens310/28/2025
196276Classic wall street - QCOM is the only company that can make the AI chip announcOptntrdr19991110/28/2025
196275Thanks Jim, anyone know how to adjust for 'output'? i.e. TOPS or TB or?blinkered-10/28/2025
196274French article - October 28, 2025 << The next generation, the AI250 expecDoug M.1010/28/2025
196273QHT, re: Inference Data Center Spare- Nvda BOM and Energy (TCO) vs QCOM solutioJim Mullens810/28/2025
196272Selling a new device to someone like Vance, instead of someone with an expert unArt Bechhoefer710/28/2025
196271Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants? SubstratBill Wolf210/28/2025
196270AI250 introduces novel memory architecture Oct 28, 2025 The Qualcomm AI250 staDoug M.410/28/2025
196269OT: That's another 1,000+ DGX boxes sold by Jensen. Hardware, install and cwaitwatchwander110/28/2025
196268Nvidia takes $1 billion stake in Nokia cnbc.comsbfm110/28/2025
196267Is SIMO the only stock you own ?Da Rookie410/28/2025
196266This is what is so exciting about entering into this space. Nvidia racks are so QCOM_HYPE_TRAIN910/28/2025
196265There are real issues with nVidia's inferencing performance and efficiency iWildbiftek410/28/2025
196264I went to CoPilot and got this update. ..... Lots of number crunching which I waitwatchwander210/28/2025
196263One excellent quote from CA in that interview; "you train on Nvidia and runPNUT1010/28/2025
196262WWWander - I asked Chatgpt your question and here is its answer: How does the okech110/28/2025
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