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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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197014 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196678About 135 dinner guests in the current White House dining room. Still need a graArt Bechhoefer-November 19
196677OT: Nvidia US based ETF dollar weighting ... share.googlewaitwatchwander-November 19
196676SDX2E deep dive: chipsandcheese.comWildbiftek4November 19
196675Through the rumor mill Qualcomm's OEMS -- including Samsung -- were extremelQCOM_HYPE_TRAIN11November 19
196674The full White House list of guests: The president of the United States and MelBill Wolf8November 19
196673(Bloomberg) -- South Korea’s antitrust regulator visited the Seoul offices of ArBill Wolf4November 19
196672Exclusive / Saudi set to announce slew of AI deals with US firms Matthew Martin Bill Wolf2November 19
196671Here are some of the corporate executives reported to have attended the White HoBill Wolf4November 19
196670Tightening the global vise around ARM's neck,in preparation for negotiationsJeffreyHF5November 19
196669South Korean Antitrust Regulator Looking into Allegations Britain's Arm HoldBill Wolf4November 19
196668 OopsBeenRetired-November 18
196667Good point. In its analysis it does not distinguish between the already won law cold_snowman2November 18
196666I've noticed that a lot of the LLMs don't do a good job with informationQCOM_HYPE_TRAIN5November 18
196665Interesting conversation I had with today's released Gemini 3 about Qualcommcold_snowman19November 18
196664My #TantrasMantra podcast with Qualcomm VP on Arduino acquisition... x.com linSilcon Observer2November 18
196663Recent Hedge fund Heat Map ... Where Q ranks in terms of accumulation. whalewMETMAN3November 18
196662US-Saudi event to include CEOs from Chevron, Qualcomm, Pfizer, source says By DaBill Wolf4November 18
196661Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology iBill Wolf3November 18
196660In addition to breaking support today, I think we get sucked into the general dowaitwatchwander2November 17
196659Back to mid 160s from the pop. Exuberance over for awhile. What is the obsessionJGoren10November 17
196658Qualcomm Hit With Another Patent Suit Over Snapdragon Processors Nov. 17, 2025,waitwatchwander3November 17
196657Maybe... "Attention world! This IS my douche bag!" DWBDWB1November 17
196656Apple intensifies succession planning for CEO Tim Cook iPhone maker’s board is Bill Wolf5November 17
196655FT reporting that Tim Cook may resign next year. (I'd link, but no access.)JeffreyHF6November 17
196654Intel’s ‘Advanced Packaging’ Attracts Attention From Apple and Qualcomm, Potentisbfm1November 16
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