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Qualcomm Moderated Thread - please read rules before posting
An SI Board Since June 2000
Posts SubjectMarks Bans Symbol
202138 1128 9 QCOM
Emcee:  Silcon Observer Type:  Moderated
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201193Nvidia confirms $13 billion acquisition of open-weight AI platform Hugging Face METMAN2September 3
201192Art- QCOM valuation.............................................................Jim Mullens-September 3
201191Any thoughts on Nvidia/Hugging Face with respect to its effect on Qualcomm? Posfreefromwires1September 3
201190phillipvdb001 and all -- How did the DCF analysis determine intrinsic value of QArt Bechhoefer-September 3
201189I am guessing that MoS is not Metal-Oxide-Semiconductor (?)Jon Koplik-September 3
201188Philip, re: your QCOM DCF w/ Very conservative assumptions......................Jim Mullens1September 3
201187Broadcom taking a card from Qualcomm's promise of $18 share earnings by 2029kech3September 3
201186Hey Art! Facts! What I also like is that when I run a DCF analysis on QCOM witphilipvdb0012September 3
201185Most BoD deals are likely to be of a back scratching nature. Digging such stuff waitwatchwander1September 2
201184Does this answer why Akash will sit on the board at AMAT? j. Applied Materialsmatherandlowell-September 2
201183The next Snapdragon flagship chip is getting Qualcomm's take on DLSS share.gsbfm1September 2
201182Raj Talluri takes on "dream job" as CEO of Kulicke & Soffa. sharewaitwatchwander2September 2
201181Qualcomm's next premium chip has an Adreno Neural Fusion GPU share.googlevoop4September 2
201180Guess he realized the only way to get there was to go from being ARM to becomingfreefromwires2September 2
201179Qualcomm's New Dragonwing Processors: AI for Everyday Devices share.googlevoop3September 1
201178OT: Talking about betting momentously ... [X] Arm faces potential shareholderwaitwatchwander6September 1
201177Qualcomm Dragonwing IoT Day Proves the Industrial IoT Market Has a New Kingmakerwaitwatchwander3September 1
201176Exclusive: Qualcomm Ventures to lead $60 Mn round for Ultrahuman share.googlevoop-September 1
201175both dram and flash vendors are now in a predatory position. When asked to proviengineer7September 1
201174ARM promo article with trial mention ...........................................Jim Mullens-September 1
201173"HBC reminds me of Mirasol" Nah. Qualcomm is not buying a fab which voop4September 1
201172I thought the very same thing this morning.!! Qualcomm needed a sovereignty to voop1September 1
201171HBC reminds me of Mirasol. A product long in production with a foreign and domewaitwatchwander2September 1
201170because qcom in using LDPPR 6 and upOptntrdr19993September 1
201169Samsung Locks 70% of Memory Capacity Into 2031 Deals - Long-Term HBM Deals Run 5sbfm1September 1
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