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Technology Stocks
Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
197015 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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ReplyMessage PreviewFromRecsPosted
196628It seems EMIB is Intel proprietary. TSMC uses CoWoS (Nvidia) and InFO (Apple). waitwatchwander2November 12
196627Deal is this says Intel, specifically ABF, EMIB, FCBGA (Intel only?). careers.qwaitwatchwander1November 12
196626Rumor Q is looking to become an INTC foundry customer. threads.com@sung.kim.mw/sbfm1November 12
196625QCOM along with META took a charge for a valuation allowance(write down) of it dOptntrdr19992November 12
196624OT: In representing an equity security by another entity what's one's puwaitwatchwander1November 12
196623Rose / Metman, re: QCOM Q4Freported elevated PE ratio...........................Jim Mullens6November 12
196622That PE is based upon a GAAP version of earnings.waitwatchwander-November 12
196621Believe they switched from using Non GAAP to GAAP earnings. Why? No idea. regarMETMAN3November 12
196620Scary? I'd be interested to hear more of your thinking about what makes theNozRydr1November 12
196619Confused. A bunch of sites (Yahoo Finance, Google Finance, even Fidelity) all arRoseCampion-November 12
196618I believe the CPU in an S25 Ultra doesn't use ARM Lumex extensions. How wouwaitwatchwander-November 12
196617QHT- Re- eat and performance analysis of CPU vs QC NPU Copilot Q&A Q- Jim Mullens1November 12
196616Futurum on QCOM Q4F25 Earnings .............................. Qualcomm Q4 FY Jim Mullens4November 12
196615Heat and performance analysis of CPU vs QC NPU: https://x.com/nexa_ai/status/198QCOM_HYPE_TRAIN22November 12
196614OT: These look like scary derivatives and I see they've encapsulated Qualcomwaitwatchwander1November 12
196613www, re: QCOM Robotics and Drones – ...........................................Jim Mullens2November 12
196612Qualcomm eyes Android laptops with Snapdragon X by Nick Farrell on12 November 20Bill Wolf5November 12
196611Wearable Tech Takes a Leap Forward With AI Mina Fahmi, co-founder and CEO of SanBill Wolf-November 12
196610America’s Chip Restrictions Are Biting in China Shortages of advanced AI chips aBill Wolf1November 12
196609Daiwa Securities Adjusts Price Target on QUALCOMM to $195 From $160, Maintains OBill Wolf9November 12
196608Stellantis joint venture Leapmotor posts sales boom in October share.google Owaitwatchwander-November 12
196607Leapmotor begins pre-sales of Lafa 5 hatchback, priced from $14,858 - CnEVPost waitwatchwander-November 11
196606Jio urges TRAI to include L and S bands in auction framework for satellite direcwaitwatchwander-November 11
196605not with a 300% markup. why pay $1300 for a almost ran? You can get a great andrengineer5November 11
196604OT: AMD CEO Lisa Su says AI data center market will be worth $1 trillion by 2030GR8FORM1November 11
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