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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
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198160 1047 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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198062Bell Canada is opening a new data centre with 1/2 Cerebras WSE-3 and 1/2 Nvidia.waitwatchwander-last Monday
198061Re: the Goldberg (Seaport) , Brian Modoff, QCOM, Deutsche Bank, connection Jim Mullens-last Monday
198060It is noticeably faster, smoother, and has a better screen and feel. It also hasJeffreyHF3last Monday
198059Ketch, Jay : re- Cerebras - QCOM connection- ...................................Jim Mullens3last Monday
198058One of the things in the downgrade said: Seaport expects high-end Android phonQCOM_HYPE_TRAIN7last Monday
198057Reminder: Shareholder meeting tomorrow 3/17 investor.qualcomm.com Maybe a potMETMAN2last Monday
198056How so, Sir Jeffrey?voop-last Monday
198055Seaport reasoning.. google.commanning181last Monday
198054Seaport Global goes to a sell. PT 100.sbfm1last Monday
198053The BMW Neue Klasse i3 premiers on Wednesday. These new BMWs are game changers. RKnight6last Monday
198052Cerebras and Trainium trained models at AWS can be run in an inference state onwaitwatchwander2last Sunday
198051For what it is worth Gemini thinks qualcomm is still in a partnership with cerebkech1last Sunday
198050notice they did speed tests at 5 bars. Do a comparative speed test at zero bars.engineer10last Sunday
198049The Neo has 8gb of ram. In 2026 (ignoring the memory crisis) that is egregious. QCOM_HYPE_TRAIN6last Sunday
198048Has the Macbook Neo just rendered WoA in general and Snapdragon X in particular Qurious4last Sunday
198047No clue. I was hoping that one of the technical guys on the threat might clarmatherandlowell-last Sunday
198046Then is Qualcomm benefiting from Cerebras' just-announced deal with Amazon, wowiehowie-last Sunday
198045Russia Naphtha and 100 days of strategic reserves. share.google Not all of thewaitwatchwander-last Sunday
198044I had heard this morning that Taiwan has ten days supply of oil remaining: how mNobody1969-last Sunday
198043Interesting that Qualcomm is still pursuing Transsion with video patents world-wwaitwatchwander-last Sunday
198042Helium production does look like an issue. share.google I see it's the lacwaitwatchwander-last Sunday
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
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