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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198129 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197577...inability to control the narrative... Curious that the memory issue has impaFrankHamer4February 5
197576aarrgh / on CNBC, ARM guy says : memory dislocations / no effect on usJon Koplik2February 5
197575I think one of the differences between how the stock price of APPL reacts to earRKnight5February 5
197574Unfortunately after 20 years at company and knowing leadership is clueless how peaceforme9February 5
197573Hope you feel better. Spouting off on this thread does nothing other than make YJeff Vayda5February 5
197572Cristiano needs to be fired and QCOM Board need to hire CEO who is from outside peaceforme6February 5
197571New price targets as of 8:00 am ... sorted lowest to highest: METMAN8February 5
197570Just this comment. siliconinvestor.comkech1February 5
197569Just read the presentation. I didnt see an update on Qcoms Inference AI offeringBDAZZ2February 5
197568At the price we are going to open at this morning, all work in cutting unnecessawaitwatchwander7February 5
197567Qualcomm, Arm Hit by Concern That Memory Shortage Is Spreading By Ian King FeBill Wolf2February 5
197566Qualcomm : RBC cuts target price to $150 from $180 Qualcomm : TD Cowen cuts targBill Wolf3February 5
197565BOA downgrades QCOM to neutral, and lowers PT from $205 to $155.JeffreyHF3February 5
197564Here is my struggle with this whole earnings release and call 1. They is a reOptntrdr199920February 5
197563stock price does not always reflecty reality. Hype and untruthfulness make more engineer10February 4
197562CNBC - Qualcomm stock sinks as memory shortage drags on forecast PUBLISHED WED, GR8FORM2February 4
197561I guess my point was they are struck by it yet their stock is up 30 points in weBDAZZ3February 4
197560apple is struck by it. they have been scrambling to buy memory. there was an artengineer6February 4
197559i posted it about a month or more ago. Others did it too. AI data centers are suengineer11February 4
197558>>The analysts asked for more color on DC and they mentioned a new RISC-V cold_snowman-February 4
197557You mean why would QCOM acquire SIMO? Well, both are big in cell phones. SIMO Elroy1February 4
197556Yes, they are made in same facilities and the first report was prices rising duewaitwatchwander1February 4
197555John- Re-- Chinese handset makers are the scape goat.- also, AAPL is in the mix Jim Mullens2February 4
197554QCOM- Memory issue disclosure ……………………………………....................................Jim Mullens2February 4
197553sort of they mentioned things were on going. The analysists asked for more colorQCOM_HYPE_TRAIN-February 4
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