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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
196989 1035 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
Introduction Market Data Compact
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196886Any idea what’s driving our outsized gains today? No complaints, obviously, but mk511-December 10
196885i think you come at this from a wierd angle. the dollar value is everything witengineer14December 10
196884The dollar value never mattered - why would they spend billions on a $26 part - Optntrdr19992December 10
196883Re: modem............ Care to share your analysisJim Mullens-December 10
196882Maybe eventual Cook replacement will be a rational guy and ditch this in-house vQurious7December 10
196881nothing really new here -Optntrdr1999-December 10
196880How much power does a Qualcomm on-device NPU use for inference with a 7B parametwaitwatchwander-December 10
196879QCOM – AAPL modem analysis .....................................................Jim Mullens3December 10
196878Layoffs at Tenstorrent as Startup Pivots Towards Developer Sales | Hacker News waitwatchwander-December 10
196877Another volley in this war --this time a clear sign Qualcomm wants to break freeWildbiftek16December 10
196876Solid evidence points to Snapdragon 8 Elite Gen 5 powering the S26 Ultra across waitwatchwander1December 10
196875Smart Glasses - another take Second more agressive Market research source with Jim Mullens1December 9
196874Bill, re Smart Glasses .......................................................Jim Mullens-December 9
196873Cool! Can't wait for some real world feedbackDan R-December 9
196872I like stocks that have a stock price which goes up. That's about it.Elroy1December 9
196871The QCOM share price reflects different types of analysis. If you're into tArt Bechhoefer-December 9
196870It seems clear to me that a major problem with QCOM is that it's stock priceElroy-December 9
196869I ordered one. I realize the tech is in its infancy and the numerous drawbackzax-December 9
196868Jim -- The ongoing discussions on whether QCOM should vertically integrate are iArt Bechhoefer2December 9
196867www, re: QCOM as own OEM........................................................Jim Mullens-December 9
196866Definitely very cool tech that will only get better. I've been kicking arounDan R2December 9
196865Seems highly unlikely to me. That would take a huge culture and value shift insiNozRydr4December 9
196864Apple Inc. chip chief Johny Srouji, whose potential departure risked worsening aBill Wolf-December 9
196863OT: NeurIPS 2025 Top Paper Breakdown: LLMs are collapsing into an Artificial Hivwaitwatchwander-December 9
196862STEM Next Opportunity Fund Partners with Qualcomm to Enhance AI Education in Aftwaitwatchwander-December 8
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