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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198295 1051 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198052Cerebras and Trainium trained models at AWS can be run in an inference state onwaitwatchwander2March 15
198051For what it is worth Gemini thinks qualcomm is still in a partnership with cerebkech1March 15
198050notice they did speed tests at 5 bars. Do a comparative speed test at zero bars.engineer10March 15
198049The Neo has 8gb of ram. In 2026 (ignoring the memory crisis) that is egregious. QCOM_HYPE_TRAIN6March 15
198048Has the Macbook Neo just rendered WoA in general and Snapdragon X in particular Qurious4March 15
198047No clue. I was hoping that one of the technical guys on the threat might clarmatherandlowell-March 15
198046Then is Qualcomm benefiting from Cerebras' just-announced deal with Amazon, wowiehowie-March 15
198045Russia Naphtha and 100 days of strategic reserves. share.google Not all of thewaitwatchwander-March 15
198044I had heard this morning that Taiwan has ten days supply of oil remaining: how mNobody1969-March 15
198043Interesting that Qualcomm is still pursuing Transsion with video patents world-wwaitwatchwander-March 15
198042Helium production does look like an issue. share.google I see it's the lacwaitwatchwander-March 15
198041BMW neue klasse nails it. Bodes well for Q's auto segment prospects. youtubQurious6March 14
198040My wife and I just picked up a pair of S26 Ultras. My first impression is a signJeffreyHF5March 14
198039I tested the iPhone 17e, and it's an even better budget iPhone thanks to morwaitwatchwander-March 14
198038Quantum Friction share.google Something for the nerds among us. The barriers waitwatchwander-March 14
198037Re : jump out the window / helium -- I think I remember hearing that there was &Jon Koplik-March 14
198036I'm just sitting here with my popcorn. Deja vu all over again. Watching forNozRydr4March 14
198035I asked Google about mitigating factors regarding helium supply for chips: AI OA.J. Mullen2March 13
198034Longtime investors looking for suitors make me consider exiting. Whte knights arA.J. Mullen-March 13
198033In the "just when you thought it couldn't get any worse" departmenRoseCampion4March 13
198032Art, I think this is the positive view on raising the dividend only a little. Tcold_snowman-March 13
198031They don't say Hanes until I say they say Hanes. youtube.comJon Koplik-March 13
198030regulatory "hoops" nowadays . . .Jon Koplik-March 13
198029Any company foolish enough to try to buy Qcom will be sentenced to a courtroom iSrat Man2March 13
198028Agreed - add to it - any potential suitor would have to deal with a CFIUS revieOptntrdr1999-March 13
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