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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
196266 1032 8 QCOM
Emcee:  Silcon Observer Type:  Moderated
This thread has a long history of collegial discussion of Qualcomm and its place in the wireless industry. While disagreements are fierce, we have been able to keep the discussion focused and generally civil. These rules are intended to try and continue those traditions.

This is a discussion forum, not a chat room. These rules have been in place since '01 and have served us well, however I am tacking on a new explicit rule concerning political discussions.

RULES

First and foremost, use common sense when posting. We have a long history to draw on and most should have a good idea as to what is considered on-topic and times when there might be a small amount of leeway. That leeway does not apply to politics.

No political rants/slams or even value judgments. The political discussion which is allowed is the impact of specific policy proposals on Qualcomm. For example, the IMPACT of changes to the H1B visa program is fair game, but I do not want discussions on whether increased immigration is a good or bad policy idea.

No cheerleading, stock quotes, or discussions of short-term price movements or your own holdings.

No off topic posts.

No flaming.

Please use discretion when linking or posting articles that are only marginally related to Qualcomm.

Please ignore IQ challenged posters.

Consider PM's when making posts of little value to the larger thread.

.............................................................................

Posts that violate the above rules will be met with a warning and the 2nd offense will earn a ban of varying length. Unfortunately, I know it is impossible to make everybody happy, but I believe that the above rules will allow us to continue the valuable types of discussions that we have had for so long on this thread.
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196266This is what is so exciting about entering into this space. Nvidia racks are so QCOM_HYPE_TRAIN-22 minutes ago
196265There are real issues with nVidia's inferencing performance and efficiency iWildbiftek122 minutes ago
196264I went to CoPilot and got this update. ..... Lots of number crunching which I waitwatchwander-40 minutes ago
196263One excellent quote from CA in that interview; "you train on Nvidia and runPNUT243 minutes ago
196262WWWander - I asked Chatgpt your question and here is its answer: How does the okech-54 minutes ago
196261Bank of America reiterates Qualcomm as buy Btw - Doesn’t it seem like the stoGR8FORM155 minutes ago
196260Can someone explain to me how the HoS order gets translated into a $1B order? Iwaitwatchwander-an hour ago
196259Ok thanks. It was in the A for acquire column but gotta read the footnotes I gukech-an hour ago
196258That's not a buy. The price was $0 and there is a note about vesting. It&#waitwatchwander2an hour ago
196257CA on CNBC : cnbc.com cnbc.comGR8FORM4an hour ago
196256Jim - We should have all bought more when you posted your chatgpt montage of extkech2an hour ago
196255They (CA and Akash) both bought shares. That is a nice change.kech1an hour ago
196254CA on CNBC this AM ............................................... a bit b4 5AM.Jim Mullens-an hour ago
196253Nvidia Inches Lower. What Qualcomm’s AI Chip Entry Means for the Stock. By Adam Bill Wolf13 hours ago
196252Skyworks Solutions and Qorvo have agreed to merge in a cash-and-stock deal that Bill Wolf43 hours ago
196251Qualcomm Soars After Taking Aim at Nvidia With New AI Chips By Ian King OctoberBill Wolf33 hours ago
196250Qualcomm lobs AI chips at Nvidia’s throne by Nick Farrell on28 October 2025 QuaBill Wolf34 hours ago
196249Cristiano archive.fast-edgar.com Akash archive.fast-edgar.comBill Wolf34 hours ago
196248Qorvo climbs 12%. The Information reported that Apple supplier Skyworks SolutionBill Wolf34 hours ago
196247NXP Gives Upbeat Forecast in Sign That Demand Is Rebounding By Christina KyriasoBill Wolf34 hours ago
196246lowering (sleepy) worker productivity (tomorrow.)Jon Koplik-8 hours ago
196245off topic -- World Series Game 3 is now in18th inningJon Koplik18 hours ago
196244"Qualcomm's AI200 series of chips can't challenge Nvidia head-on, tvkvraju519 hours ago
19624381M shares got traded yesterday and if we take an average price of the day, thevkvraju591 AM
196242easier URL / NYT piece / Qualcomm Unveils -- archive.isJon Koplik11 AM
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