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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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196552In a true risk based analysis - it seems fairly certain that an extension will bOptntrdr1999311/8/2025
196551Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear OBill Wolf111/8/2025
196550Re Apple extension. Agree on the probability of Apple wanting an extension. ApplBDAZZ211/8/2025
196549Chipmaker TSMC Reportedly Informs Apple of Further Price Hikes Chipmaker TSMC hRoseCampion-11/8/2025
196548Jim mullen's has good earlier post on alphawave that I found on search "kech-11/8/2025
196547'Memories will win': Qualcomm partnership unveils superpowered AI photo sbfm211/8/2025
196546Reading various reports since earnings i have a few takes 1. The Alphawave acqOptntrdr1999711/7/2025
196545OT: So Bixby and Siri are both headed into being replaced with Gemini. I startewaitwatchwander211/7/2025
196544OT: Most interesting that it's iGaming that did that study. AI likely does waitwatchwander211/7/2025
196543What a Google-powered Apple Siri might deliver Apple has yet to deliver a smaBill Wolf111/7/2025
196542Qualcomm defies US-China trade tensions Qualcomm delivers strong performance in Bill Wolf111/7/2025
196541 Sweden crowned Europe’s AI heavyweight by Bill Wolf-11/7/2025
196540 Quoted “AI is probably underestimated.” Cristiano Amon Qualcomm chief execBill Wolf111/7/2025
196539 Hot air By all accounts, the iPhone 17 is a return to form for Apple Inc.Bill Wolf-11/7/2025
196538Perhaps it was a calculated way to convey meaningful opportunity for a nascent gJeffreyHF611/7/2025
196537I really don't get how Amon flubbed that question. Why is he focused on glasTelecom Dude211/7/2025
196536Merrill’s Liani consistently Q knowledgeable and a strong supporter for years.jazzcat2000111/6/2025
196535So we got Autotalks ($90M), Edge Impulse ($150M?), Movian AI ($100M) and Arduinwaitwatchwander311/6/2025
196534Re BOA AH. Cool. Wont hurt. . And just remember that any previous qtr we would bBDAZZ111/6/2025
196533Bank of America resets Qualcomm price target after earnings Liani reiterated a manning18511/6/2025
196532There has been no public announcements if CXL is to be used. One would think sovoop-11/6/2025
196531bill, Re: Goldberg- .(Ian King / bloomberg) ....................................Jim Mullens111/6/2025
196530""The Rodney Dangerfield of chip stocks"; it gets no respect, saihedgefund611/6/2025
196529Thanks for the Rasgon interview. Note he uses the terms multi-billion $ opportukelseysuncle1111/6/2025
196528CNBC: Stacy Rasgon: Qualcomm is executing as well as they ever have stocks.applmanning18911/6/2025
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