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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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196772 1034 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196535So we got Autotalks ($90M), Edge Impulse ($150M?), Movian AI ($100M) and Arduinwaitwatchwander3November 6
196534Re BOA AH. Cool. Wont hurt. . And just remember that any previous qtr we would bBDAZZ1November 6
196533Bank of America resets Qualcomm price target after earnings Liani reiterated a manning185November 6
196532There has been no public announcements if CXL is to be used. One would think sovoop-November 6
196531bill, Re: Goldberg- .(Ian King / bloomberg) ....................................Jim Mullens1November 6
196530""The Rodney Dangerfield of chip stocks"; it gets no respect, saihedgefund6November 6
196529Thanks for the Rasgon interview. Note he uses the terms multi-billion $ opportukelseysuncle11November 6
196528CNBC: Stacy Rasgon: Qualcomm is executing as well as they ever have stocks.applmanning189November 6
196527OT: A median requires more than one entity. I wonder how many cases that analyswaitwatchwander-November 6
196526O/T is this another crapple smoke & mirrors again like their 10 year attemptmanning182November 6
196525Last night -- Bloomberg daily e-mail / QCOM comments : Qualcomm gave a bullishJon Koplik2November 6
196524Would the Arduino acquisition cost be included in the $743M noted below ? This waitwatchwander-November 6
196523Word Salad: Baird analyst Tristan Gerra said he expects Qualcomm to be a transfoGR8FORM1November 6
196522[Text Chart]Bill Wolf2November 6
196521Qualcomm Growth Could Slow in Q2 After Strong Q4, BofA Says 12:05:17 PM ET, 11/0Bill Wolf4November 6
196520So the write-off was from money previously out the door (via acquisition costs) waitwatchwander2November 6
196519Taking a look at the ReRAM state of play – Blocks and Files share.googlewaitwatchwander-November 6
196518Not MediaTek, we know that much.QCOM_HYPE_TRAIN-November 6
196517Who is ARM's Lumex CSS customer? share.google Samsung Flip is most intereswaitwatchwander1November 6
196516Earnings call is posted to the yahoo finance site - quotes. Odd that QCOM doesn’GR8FORM-November 6
196515OT: Given AI costs today, a $B a year for Gemini is likely cheap, at least in thwaitwatchwander1November 6
196514It's unfortunate that the markets are opening and a replay of their webcast waitwatchwander4November 6
196513Today's analyst price target adjustments as of pre-market 11/6/2025: UBS AMETMAN7November 6
196512Over the last while we have gotten a lot of noise about Qualcomm customers buildwaitwatchwander3November 6
196511Ok, it seems super speedy memory is tremendously important for AI in the data ceElroy2November 6
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