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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
196285 1032 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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196285According to Gemini, the merger is an amalgamation of Aramco IoT with Humain AI waitwatchwander-13 minutes ago
196284Saudi Aramco to take minority stake in PIF-owned AI firm HUMAIN reuters.com I waitwatchwander-35 minutes ago
196283Thanks engineer for being here. Please no more vacations or absences :-). I got jazzcat20002an hour ago
196282It seems like AI 200 is in the same class as base offerings from Nvidia and AMD.waitwatchwander22 hours ago
196281Qualcomm mention alongside NVDA and AMD in afternoon CNN article... getting a liMETMAN33 hours ago
196280Citigroup maintains Qualcomm QCOM at Neutral and raises the price target from $1GR8FORM23 hours ago
196279you are making my point - seems like all the press ends with the downside risk vOptntrdr1999-4 hours ago
196278Optntrdr, re: --- well, lets see how it pans out – Well, a few weeks ago Jim Mullens14 hours ago
196277Blinkered, re: how to adjust for 'output'? i.e. TOPS or TB I beliJim Mullens15 hours ago
196276Classic wall street - QCOM is the only company that can make the AI chip announcOptntrdr199975 hours ago
196275Thanks Jim, anyone know how to adjust for 'output'? i.e. TOPS or TB or?blinkered-6 hours ago
196274French article - October 28, 2025 << The next generation, the AI250 expecDoug M.76 hours ago
196273QHT, re: Inference Data Center Spare- Nvda BOM and Energy (TCO) vs QCOM solutioJim Mullens79 hours ago
196272Selling a new device to someone like Vance, instead of someone with an expert unArt Bechhoefer69 hours ago
196271Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants? SubstratBill Wolf21 PM
196270AI250 introduces novel memory architecture Oct 28, 2025 The Qualcomm AI250 staDoug M.412 PM
196269OT: That's another 1,000+ DGX boxes sold by Jensen. Hardware, install and cwaitwatchwander112 PM
196268Nvidia takes $1 billion stake in Nokia cnbc.comsbfm111 AM
196267Is SIMO the only stock you own ?Da Rookie411 AM
196266This is what is so exciting about entering into this space. Nvidia racks are so QCOM_HYPE_TRAIN910 AM
196265There are real issues with nVidia's inferencing performance and efficiency iWildbiftek310 AM
196264I went to CoPilot and got this update. ..... Lots of number crunching which I waitwatchwander110 AM
196263One excellent quote from CA in that interview; "you train on Nvidia and runPNUT99 AM
196262WWWander - I asked Chatgpt your question and here is its answer: How does the okech19 AM
196261Bank of America reiterates Qualcomm as buy Btw - Doesn’t it seem like the stoGR8FORM49 AM
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