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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
196281 1032 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
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Introduction Market Data Compact
QCOM 181.03-3.5%9:30 AM EDT
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196281Qualcomm mention alongside NVDA and AMD in afternoon CNN article... getting a liMETMAN-7 minutes ago
196280Citigroup maintains Qualcomm QCOM at Neutral and raises the price target from $1GR8FORM-28 minutes ago
196279you are making my point - seems like all the press ends with the downside risk vOptntrdr1999-an hour ago
196278Optntrdr, re: --- well, lets see how it pans out – Well, a few weeks ago Jim Mullens1an hour ago
196277Blinkered, re: how to adjust for 'output'? i.e. TOPS or TB I beliJim Mullens-2 hours ago
196276Classic wall street - QCOM is the only company that can make the AI chip announcOptntrdr199952 hours ago
196275Thanks Jim, anyone know how to adjust for 'output'? i.e. TOPS or TB or?blinkered-3 hours ago
196274French article - October 28, 2025 << The next generation, the AI250 expecDoug M.53 hours ago
196273QHT, re: Inference Data Center Spare- Nvda BOM and Energy (TCO) vs QCOM solutioJim Mullens46 hours ago
196272Selling a new device to someone like Vance, instead of someone with an expert unArt Bechhoefer66 hours ago
196271Can a Start-Up Make Computer Chips Cheaper Than the Industry’s Giants? SubstratBill Wolf26 hours ago
196270AI250 introduces novel memory architecture Oct 28, 2025 The Qualcomm AI250 staDoug M.47 hours ago
196269OT: That's another 1,000+ DGX boxes sold by Jensen. Hardware, install and cwaitwatchwander18 hours ago
196268Nvidia takes $1 billion stake in Nokia cnbc.comsbfm18 hours ago
196267Is SIMO the only stock you own ?Da Rookie48 hours ago
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
196260Can someone explain to me how the HoS order gets translated into a $1B order? Iwaitwatchwander-9 AM
196259Ok thanks. It was in the A for acquire column but gotta read the footnotes I gukech-9 AM
196258That's not a buy. The price was $0 and there is a note about vesting. It&#waitwatchwander29 AM
196257CA on CNBC : cnbc.com cnbc.comGR8FORM59 AM
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