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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
197642 1037 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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197642Why didn’t JPM say sell Q near $200? Probably didn’t own it. Why now? Want t60HzEE-4 hours ago
197641Manning, re: Simpson- (warning Copilot generated) Acrete had /has a $200 QCOM pJim Mullens44 hours ago
197640Interesting new IR guy. Here’s his linked in goodbye and his personal email addrGR8FORM14 hours ago
197639Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barvoop-5 hours ago
197638Qualcomm Appoints Brett Simpson as Senior Vice President of Investor Relations |manning1815 hours ago
197637QCOM given a "sell" (underweight) by JP Morgan, and a PT of $132.JeffreyHF-8 hours ago
197636Lots of component level opportunities coming. For example, power distribution60HzEE5yesterday
197635Perhaps..... Also, between the safety and security issues, nukes aren't a60HzEE1yesterday
197634Re: Inference and power demand This creates opportunity for investing in other tNozRydr3yesterday
19763360HzEE -- if and when the pinheads on Wall St. figure out what you (eloquently) Jon Koplik9Sunday
197632Ergo, short NNE, SMR and OKLO.Peter Sherman-Sunday
197631I recently returned to a position in Q, after having sold it two years ago. I d60HzEE21Sunday
197630Thank you for this thoughtful reply. I'm still wondering if nVidia conspirematherandlowell7Sunday
197629I think you got it wrong. Fighting was a matter of survival --not a lack of concWildbiftek14Sunday
197628Qualcomm announces a major needle movement in chip design in IndiaThe milestone GR8FORM1last Saturday
197627Best post I have ever read on this board.Qurious-last Saturday
197626For me, what you wrote really crystallized QCOM's 20+ years of self-inflictRoseCampion15last Saturday
197625I'm getting very tired of Qualcomm winning the litigation battles and losingcold_snowman15last Saturday
197624read Joanna S. / WSJ / loves Xiaomi EV. it mentioned Apple 4 timesJon Koplik-last Friday
197623" This was likely the result of Qualcomm's lobbying against nVidia'matherandlowell1last Friday
197622I use ChatGBT. What if any AI benefits Q? Tks.jazzcat2000-last Friday
197621To me, it's a pivot by nVidia which confirms GPUs' unsuitability for infWildbiftek10last Friday
197620I still think Qualcomm holds the cards in edge / IoT and (ultimately) data-centMETMAN1last Friday
197619I think the ARM interference and subsequent lawsuit was a pretty major roadblockWildbiftek11last Friday
197618Pricier iPhones? Global memory chip crunch puts spotlight on Apple stocks.applegutboy093last Friday
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