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
198109	1047	8	QCOM

Emcee: Silcon Observer	Type: Moderated

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Reply	Message Preview	From	Recs	Posted
197973	Slightly off topic - More circular investing by Nvidia "Nvidia to provide 1	METMAN	1	March 10
197972	Hi Jim, Good that you too noticed the change in the BoA analyst. Your message wa	vkvraju5	4	March 10
197971	Thought BoA was covering QCOM already. When did they stop covering it to now rei	vkvraju5	1	March 10
197970	GR8, re: BoA QCOM Downgrade- .................................................	Jim Mullens	6	March 10
197969	Qualcomm Stock Gets a Sell Rating. The Bad News Keeps Mounting. By Nate Wolf Up	Bill Wolf	1	March 10
197968	It's all nothing but the phase of seeing how low can we go. The offsetting	waitwatchwander	5	March 10
197967	JK sees 'lukewarm' growth in BofA's electroencephalogram.	Jon Koplik	5	March 10
197966	Qualcomm in spotlight as BofA reinstates coverage, sees 'lukewarm' growt	GR8FORM	-	March 10
197965	Wow what a great call. Predicting what has been priced in after it has already	freefromwires	5	March 10
197964	How the Iran war and rising energy prices are threatening semiconductor demand	sbfm	1	March 10
197963	fwiw doesn’t speak of China Samsung pulls off a stunning Galaxy S26 shocker - Th	manning18	3	March 10
197962	U.S. RESEARCH ROUNDUP-7:26 AM ET, 03/10/2026 - Reuters Qualcomm:BofA Global Re	Bill Wolf	3	March 10
197961	Under pre-market pressure based upon rumored S26 launch weakness, and China mark	JeffreyHF	-	March 10
197960	I, Robot youtu.be	waitwatchwander	-	March 9
197959	The DragonWing IQ10 demonstrated at CES was described as using a partitioned ope	Eric Martin	7	March 9
197958	that was exactly what I was talking about. this should inspire alot of edge devi	engineer	4	March 9
197957	DOJ, USPTO support injunction being requested by Collision Communications agains	waitwatchwander	1	March 9
197956	Arduino Ventuno Q announced with powerful CPU and GPU, 40 TOPS of AI performance	METMAN	9	March 9
197955	TechCrunch - Dragonwing Robotics: Qualcomm’s partnership with Neura Robotics is	GR8FORM	3	March 9
197954	So, your analysis says Qualcomm's Apple revenue goes from ~$9B today to ~$7B	waitwatchwander	3	March 9
197953	Qualcomm–Apple Revenue Projections & 6G AI Strategic Outlook (2025- 2030.	Jim Mullens	5	March 9
197952	The Race: Networked LPUs with tight SRAM pools vs On-Board DDR coupled with mode	waitwatchwander	2	March 9
197951	JK's Executive Summary: Apple’s 6G AI In-House Modem : you suck.	Jon Koplik	3	March 8
197950	Apple’s 6G AI in-house modem quandary..........................................	Jim Mullens	8	March 8
197949	and if Amon could sell this like Jensen - instead of like an engineering profess	Optntrdr1999	3	March 8

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