Qualcomm Moderated Thread - please read rules before posting

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Qualcomm Moderated Thread - please read rules before posting

An SI Board Since June 2000

Posts	SubjectMarks	Bans	Symbol
198041	1046	8	QCOM

Emcee: Silcon Observer	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
197637	QCOM given a "sell" (underweight) by JP Morgan, and a PT of $132.	JeffreyHF	1	February 10
197636	Lots of component level opportunities coming. For example, power distribution	60HzEE	7	February 9
197635	Perhaps..... Also, between the safety and security issues, nukes aren't a	60HzEE	2	February 9
197634	Re: Inference and power demand This creates opportunity for investing in other t	NozRydr	3	February 9
197633	60HzEE -- if and when the pinheads on Wall St. figure out what you (eloquently)	Jon Koplik	9	February 8
197632	Ergo, short NNE, SMR and OKLO.	Peter Sherman	-	February 8
197631	I recently returned to a position in Q, after having sold it two years ago. I d	60HzEE	23	February 8
197630	Thank you for this thoughtful reply. I'm still wondering if nVidia conspire	matherandlowell	7	February 8
197629	I think you got it wrong. Fighting was a matter of survival --not a lack of conc	Wildbiftek	14	February 7
197628	Qualcomm announces a major needle movement in chip design in IndiaThe milestone	GR8FORM	1	February 7
197627	Best post I have ever read on this board.	Qurious	-	February 7
197626	For me, what you wrote really crystallized QCOM's 20+ years of self-inflict	RoseCampion	17	February 7
197625	I'm getting very tired of Qualcomm winning the litigation battles and losing	cold_snowman	15	February 7
197624	read Joanna S. / WSJ / loves Xiaomi EV. it mentioned Apple 4 times	Jon Koplik	-	February 6
197623	" This was likely the result of Qualcomm's lobbying against nVidia'	matherandlowell	1	February 6
197622	I use ChatGBT. What if any AI benefits Q? Tks.	jazzcat2000	-	February 6
197621	To me, it's a pivot by nVidia which confirms GPUs' unsuitability for inf	Wildbiftek	10	February 6
197620	I still think Qualcomm holds the cards in edge / IoT and (ultimately) data-cent	METMAN	1	February 6
197619	I think the ARM interference and subsequent lawsuit was a pretty major roadblock	Wildbiftek	12	February 6
197618	Pricier iPhones? Global memory chip crunch puts spotlight on Apple stocks.apple	gutboy09	3	February 6
197617	Manning, re: Akash’s view- transcript below...................................	Jim Mullens	7	February 6
197616	Xiaomi's groundbreaking modular camera system tipped to enter mass productio	waitwatchwander	1	February 6
197615	Akash’s view finance.yahoo.com	manning18	5	February 6
197614	QCOM- CFRA and Argus targets cut to $170 and $180 respectively. Argus >>	Jim Mullens	3	February 6
197613	[youtube video] My new toy. Also works with Bluetooth peripherals like keyboar	zax	-	February 6

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