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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198283 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196817Deep Dive into Snapdragon Ride Pilot and How it Transforms Automated Driving swaitwatchwander112/3/2025
196816I think you also need to assume a substantial benefit in the ARM litigation - giOptntrdr1999-12/3/2025
196815CA at UBS- F29 target move in to F28 - CAGR adjustments ....................Jim Mullens312/3/2025
196814Jim, You're absolutely right, and I owe you an apology. When I searched foKen Carrillo712/3/2025
196813Ken, re: Tepper article >>>>>>>>>>>>>>Jim Mullens112/3/2025
196812Jim, your post referencing the April 6, 2025 article about Appaloosa adding to iKen Carrillo312/3/2025
196811He's something of a legend on Wall St. en.wikipedia.org though it's beWildbiftek112/3/2025
196810"Appaloosa", if you read it in a particular way, it kinda sounds like vkvraju5412/3/2025
196809Samsung just dropped the first Exynos 2600 trailer and it's using Stranger TGR8FORM112/3/2025
196808Transcript: QUALCOMM Incorporated (QCOM) Presents at UBS Global Technology and AGR8FORM312/3/2025
196807Tepper- Appaloosa hedge fund >> loaded up on QCOM Snip>>>Jim Mullens612/3/2025
196806Qualcomm Ignites AI Data Center Race with New Chips, Stock Soars By: MarkeJim Mullens-12/3/2025
196805Qualcomm Ignites AI Data Center Race with New Chips, Stock Soars ( ??? sorry fJim Mullens512/3/2025
196804www, re: QCOM financials.......................................................Jim Mullens512/2/2025
196803OT: I get the feeling AI and Social Media are starting to feed upon each other.waitwatchwander-12/2/2025
196802What has happened is we haven't prospered as revenue has gone up. That'waitwatchwander112/2/2025
196801[bluesky] QUALCOMM EXEC SAYS A “BIG CHANGE” IN SMARTPHONE COMPUTING ARCHITECTURwaitwatchwander1112/2/2025
196800what is exhausting is - they refuse to accept that the guidance provided has aapOptntrdr1999212/2/2025
196799it is in the transcript - the answer was - we will supply themOptntrdr1999-12/2/2025
196798I heard that part. The comment was premised upon handsets with C1 and C1X not swaitwatchwander-12/2/2025
196797I think the UBS analyst also floated the rumor that AAPL might need to extend thJim Mullens212/2/2025
196796He said something about being confident in "pulling in by 1 year" theiWildbiftek112/2/2025
196795Listening to Amon today, it's amazing how many times he has to say "loowaitwatchwander212/2/2025
196794dell-unveils-first-workstation-with-enterprise-grade-discrete-npu varindia.com waitwatchwander112/2/2025
196793With audio product QNX is closing in on automotive cockpit tech providers ... Mwaitwatchwander-12/2/2025
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