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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198080 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197462Why didn't they wait for earnings and 2026 guidance? share.google Peculiarwaitwatchwander1February 2
197461One wonders FWIW reddit.commanning18-February 2
197460Cantor Fitzgerald maintains Qualcomm at Neutral and lowers the price target fromGR8FORM-February 2
197459Q_H_T….I don’t understand most of what you say but I love reading posts by you ajazzcat20005February 2
197458and RISC-V is targeted at the low to mid-tier. So we're now +50% free and mwaitwatchwander3February 2
197457WiFi today, mmWave 2moro? share.google 99224889 - AT THE HEART OF DEVICES YOU waitwatchwander-February 2
197456It's making stuff up again SA8775P uses Kyro Gen 6 which is TLA Cortex basedQCOM_HYPE_TRAIN-February 2
197455Close, re: Glasses BOM..........................................................Jim Mullens-February 2
197454QHT, re: TLA/ ALA mix- Gemini challenge .......................................Jim Mullens1February 2
197453Any idea what Qcom BOM content is per glasses? searching the web i find the QcoClose to Retirement1February 2
197452That table on the TLA/ALA mix is hallucinated garbage, Jim. All auto is TLA, aQCOM_HYPE_TRAIN6February 1
197451Margins come into account with more than just Arm royalties. One always has to waitwatchwander1February 1
197450It's a Catch 22 The bigger they are the harder we ( are gonna) fallvoop1February 1
197449"light bulb" moment -- real reason Q shares have been disappointing, lJon Koplik4February 1
197448www, Re: Margins - "arm tax" .......................................Jim Mullens3February 1
197447At times like this all that matters is the potential for future declines in bothwaitwatchwander1February 1
197446So aaple delivers 38% increase in iphone sales over forecast - all using qcom moOptntrdr19995February 1
1974451/15/26 -- Time mag. / Cristiano Amon interview ...............................Jon Koplik9February 1
197444I'm so stoked! My INMO Air 3 smart glasses arrived today. Holy cow this tezax1January 31
197443What’s not to like ? - The stagnant share price !!Da Rookie4January 30
197442Today the WSJ gushed about how much their tech editor, Joanna Stern, loves XiaomProphet of Profits13January 30
197441This is factual from years ago. There was no Trump. Why do you want to turn it ijazzcat2000-January 30
197440Give me a break on the gold thing. I’m sure he was touting that Trump would rockfreefromwires2January 30
197439Not sure what Mq did he was such a character:-). After selling I bought some bacjazzcat20002January 30
197438Re : sold a bunch @ $167. Hope you do not "pull" a Maurice Winn.Jon Koplik1January 30
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