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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
198459 1055 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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ReplyMessage PreviewFromRecsPosted
198459Very positive argument for qcom purchase by motley fool. No mention of immediatekech-an hour ago
198458“The question is, why don’t we just deploy more gear? The lead times are too lonfreefromwires-an hour ago
198457It's more about computing capacity rather than electrical capacity. PrimarilRKnight-5 hours ago
198456WSJ -- AI Is Using So Much Energy That Computing Firepower Is Running Out ....Jon Koplik-6 hours ago
198455Honda Solid-State Battery Development: 2028 Timeline & Strategy share.googwaitwatchwander-Saturday
198454I suspect you'll be sticking with Porsche (Macon EV) unless you desire to mowaitwatchwander-Saturday
198453I think that announcement speaks highly as to where Qualcomm is as to automotivewaitwatchwander2Saturday
198452Q1 smartphone shipment growth is a stunner as Apple and Samsung swap places - Phsbfm6Saturday
198451Bosch and Qualcomm Expand Partnership to Cover ADAS | Autocar Professional sharesbfm4Saturday
198450Q investor day / followed by a cocktail reception -- they should have this timedJon Koplik3Saturday
198449CMF is Nothing. I bought a Nothing phone with the same chipsets. It's perfwaitwatchwander-Saturday
198448CMF Phone 3 Pro launch tipped, leak says it will have this Qualcomm chipset - Isbfm3Saturday
198447Nexa AI is a Qualcomm collaboration for running Agentic models on a Hexagon NPU.waitwatchwander1Saturday
198446JM - details provided after you tap on save the date! web.cvent.comGR8FORM2last Friday
198445Gr8- where did you find the details . Was it AI generated? Nothing except saveJim Mullens-last Friday
198444Details: Qualcomm’s executive leadership will provide an update on our growth anGR8FORM2last Friday
198443Good to see they finally published when it was. When you say revenue locked in, QCOM_HYPE_TRAIN-last Friday
198442SerDes issues with latest issue of Google's ZebraFish TPU being designed by waitwatchwander1last Friday
198441Samsung’s 2nm Process Has Yet To Reach Qualcomm’s Required Benchmark, Making It waitwatchwander-last Friday
198440Qualcomm acquires Cornell AI software startup | Cornell Chronicle share.googlewaitwatchwander-last Friday
198439GTC 2026: NVIDIA’s Vision for the Future of Telcos – Intelligent, Distributed, Swaitwatchwander-last Friday
198438They finally announced the Investor day - June 24 - NYC If they dont have revenOptntrdr19992last Friday
198437BRIEF: Snap subsidiary, Specs, and Qualcomm Technologies ( $QCOM) announce a mulGR8FORM-last Friday
198436mmWave (ie higher frequencies) is much more of a network problem than that of suwaitwatchwander1last Friday
198435Rather than placing the distributed inference infrastructure at MNO base stationPNUT1last Friday
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