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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196325 1032 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196291Samsung’s Exynos 2600 to outpace Qualcomm’s next flagship chip by Nick Farrell oBill Wolf1yesterday
196290Apple CEO Tim Cook dines with Trump in Tokyo appleinsider.comBill Wolf1yesterday
196289Saudi Arabia’s HUMAIN sharpens AI playbook [graphic] Manal Albarakati UpdatedBill Wolf1yesterday
196288Nvidia CEO Jensen Huang has no qualms about advertising his personal relationshBill Wolf-yesterday
19628710/27/25 Bloomberg / Qualcomm Debuts Chip . . . archive.phJon Koplik3yesterday
196286I'd sell at $300. Wouldn't sell it all... Likely a third. I like cuttinwaitwatchwander3yesterday
196285According to Gemini, the merger is an amalgamation of Aramco IoT with Humain AI waitwatchwander-Tuesday
196284Saudi Aramco to take minority stake in PIF-owned AI firm HUMAIN reuters.com I waitwatchwander2Tuesday
196283Thanks engineer for being here. Please no more vacations or absences :-). I got jazzcat20009Tuesday
196282It seems like AI 200 is in the same class as base offerings from Nvidia and AMD.waitwatchwander3Tuesday
196281Qualcomm mention alongside NVDA and AMD in afternoon CNN article... getting a liMETMAN3Tuesday
196280Citigroup maintains Qualcomm QCOM at Neutral and raises the price target from $1GR8FORM3Tuesday
196279you are making my point - seems like all the press ends with the downside risk vOptntrdr19991Tuesday
196278Optntrdr, re: --- well, lets see how it pans out – Well, a few weeks ago Jim Mullens5Tuesday
196277Blinkered, re: how to adjust for 'output'? i.e. TOPS or TB I beliJim Mullens3Tuesday
196276Classic wall street - QCOM is the only company that can make the AI chip announcOptntrdr199911Tuesday
196275Thanks Jim, anyone know how to adjust for 'output'? i.e. TOPS or TB or?blinkered-Tuesday
196274French article - October 28, 2025 << The next generation, the AI250 expecDoug M.9Tuesday
196273QHT, re: Inference Data Center Spare- Nvda BOM and Energy (TCO) vs QCOM solutioJim Mullens8Tuesday
196272Selling a new device to someone like Vance, instead of someone with an expert unArt Bechhoefer6Tuesday
196271Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants? SubstratBill Wolf2Tuesday
196270AI250 introduces novel memory architecture Oct 28, 2025 The Qualcomm AI250 staDoug M.4Tuesday
196269OT: That's another 1,000+ DGX boxes sold by Jensen. Hardware, install and cwaitwatchwander1Tuesday
196268Nvidia takes $1 billion stake in Nokia cnbc.comsbfm1Tuesday
196267Is SIMO the only stock you own ?Da Rookie4Tuesday
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