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QCOM

Qualcomm Incorporated

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r/WallstreetbetsnewSee Post

The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage

r/wallstreetbetsSee Post

700% in ten days off of just $20. $SPY 0DTE calls + $QCOM Earnings on 01/31

r/pennystocksSee Post

$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings

r/wallstreetbetsSee Post

Qualcomm's first-of-its-kind SoC can handle infotainment and ADAS on one chip

r/WallStreetbetsELITESee Post

All in Long Term on Globalstar (NYSE: GSAT) - Partnerships with Apple (NASDAQ: AAPL) and Qualcomm (NASDAQ: QCOM)

r/wallstreetbetsSee Post

All in Long Term on Globalstar (NYSE: GSAT) - Partnerships with Apple (NASDAQ: AAPL) and Qualcomm (NASDAQ: QCOM)

r/pennystocksSee Post

Affordable Nasdaq stocks have the same appeal as any other low-cost stocks.

r/smallstreetbetsSee Post

IN THE LOOP! $EPAZ ZenaDrone, Inc. is showcasing ZD1000 in a series of demonstrations with the US Navy,

r/smallstreetbetsSee Post

EPAZ~ major contracts pending

r/wallstreetbetsSee Post

Qualcomm (QCOM) Down on China Woes: Should Investors Worry?

r/wallstreetbetsSee Post

Nvidia stock breaks out, flashing bullish sign, with earnings due — Is it a buy?

r/wallstreetbetsSee Post

Do you see other chip manufacturing companies following the same path as NVDA due to open competition?

r/StockMarketSee Post

What happened to QCOM, any predictions?

r/smallstreetbetsSee Post

$EPAZ ZenaDrone has received a letter of support from the U.S. Air Force.

r/smallstreetbetsSee Post

$EPAZ CryObo From Ripple Court Decision; to Issue NFT Tokens for Crop Production With ZenaDrone 1000 Aerial Data Technology Integration #blockchaintechnology #CryObo $META $MSFT $QCOM $GOOG $NVDA $AMC $ADSK

r/smallstreetbetsSee Post

Epazz, Inc. Ticker: $EPAZ@epazz·6m$EPAZ CryObo From Ripple Court Decision; to Issue NFT Tokens

r/wallstreetbetsSee Post

Why Im buying calls into NVDA earnings - (9k options 7k shares)

r/stocksSee Post

Intel $INTC earnings beat expectations which is good news for Apple $AAPL, Qualcomm $QCOM, and AMD $AMD

r/stocksSee Post

QCOM a Good Play?

r/smallstreetbetsSee Post

$EPAZ Receives Official Issuance of Utility Patent From the US Patent Office

r/smallstreetbetsSee Post

EPAZ~company tweet out

r/stocksSee Post

$SONY $HMC $QCOM Afeela prototype EV

r/stocksSee Post

Gallium & Germanium: How will the second half of 2023 play out? Shift in the supply chain imminent?

r/RobinHoodPennyStocksSee Post

$EPAZ Patent Filings on AI Technology & Smart Battery Tech for Drones and Electric Airplanes

r/RobinHoodPennyStocksSee Post

$EPAZ has formed Galaxy Batteries, Inc. to house its intellectual properties for #battery technology.

r/investingSee Post

What are your thoughts on Qualcomm?

r/investingSee Post

Qualcomm: Makes Chips, In a Dip, Could Rip, Thanks to AI

r/wallstreetbetsSee Post

INTC vs AMD: Benchmark, Price Target Range, Deep analysis & Fundamentals

r/stocksSee Post

Intel Stock Evaluation + AMD Benchmark: Price Target Rage, deep analysis

r/StockMarketSee Post

Intel Stock Evaluation + AMD Benchmark: Price Target Rage, deep analysis

r/StockMarketSee Post

Possible bearish signals with QUALCOMM ($QCOM) insiders disposing stock

r/wallstreetbetsSee Post

Morning Briefing 🌞 May 10th 2023

r/StockMarketSee Post

Qualcomm ($QCOM) disappointing guidance on the slow China recovery will force our hand on the stock.

r/wallstreetbetsSee Post

Market Recap - 5/3/23 - sell the news

r/stocksSee Post

I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got

r/wallstreetbetsSee Post

The upcoming slowdown in chips -- not potato chips, but semiconductor chips you regard

r/wallstreetbetsSee Post

4/20 Yearly ASTS Update - Mixed bag or Future winner?

r/wallstreetbetsSee Post

[Yearly Update #2] $ASTS, mixed bag but ultimate winner?

r/wallstreetbetsSee Post

2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe

r/stocksSee Post

Qualcomm #QCOM is a good bargain at this price.

r/wallstreetbetsSee Post

2023-03-22 Wrinkle-brain Plays (Mathematically derived options plays)

r/WallStreetbetsELITESee Post

Hot Stocks: PATH, SIG, PD rises on earnings; INTC, QCOM, SWKS gains, FRC, HALO, ESPR slide

r/ShortsqueezeSee Post

Epazz Holdings: ZenaDrone AI Predictive Partnered with US Defense Contractor to Submit for SBIR Phase II for ZenaDrone 1000

r/WallStreetbetsELITESee Post

Qualcomm CEO says expects to stop providing Apple with modem in 2024 (QCOM)

r/pennystocksSee Post

AI Stocks..What You Need To Know

r/StockMarketSee Post

Top 5 Metaverse Stocks To Pick If You Are Bracing for Next-Gen Internet

r/investingSee Post

Analysis of Qualcomm (QCOM) stock

r/investingSee Post

What technology will prevail in AI hardware?

r/wallstreetbetsSee Post

Morning Briefing 🌞 Feb 15th 2023 - Made insane gains yesterday, let's see if we're right again

r/investingSee Post

Can we talk about investing in AI - How do you handle a hot commodity?

r/StockMarketSee Post

Dow Jones Futures: Apple, Google, Amazon Skid, Jobs Report Looms; Market Rally Due For Pullback?

r/wallstreetbetsSee Post

[UPDATE] Option Probabilities on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOG

r/optionsSee Post

[UPDATE] Option Probabilities on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOG

r/wallstreetbetsSee Post

Option Probability Updates on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOGL

r/optionsSee Post

Option Probability Updates on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOGL

r/ShortsqueezeSee Post

Why COMS is gonna make you coms

r/ShortsqueezeSee Post

Why COMS is gonna make you coms

r/WallStreetbetsELITESee Post

Hot Stocks: SHOP, AMD, QCOM rally on analyst upgrades; XYL slumps on AQUA merger deal

r/wallstreetbetsSee Post

2023-01-17 Wrinkle-brain Plays (Mathematically derived options plays)

r/wallstreetbetsSee Post

Morning Briefing 🌞 Jan 4th 2022 - Confused about what to do with Tesla? Check it out

r/wallstreetbetsSee Post

$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023 $VOO will become my new $ZIM

r/wallstreetbetsSee Post

$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023

r/wallstreetbetsSee Post

2022-11-22 Wrinkle-brain Plays (Mathematically derived options plays)

r/wallstreetbetsSee Post

2022-11-21 Wrinkle-brain Plays (Mathematically derived options plays)

r/wallstreetbetsSee Post

2022-11-18 Wrinkle-brain Plays (Mathematically derived options plays)

r/wallstreetbetsSee Post

2022-11-15 Wrinkle-brain Plays (Mathematically derived options plays)

r/stocksSee Post

Finding a stock to buy a put on tomorrow

r/stocksSee Post

I loaded up on china and semis - AMA

r/wallstreetbetsSee Post

Taiwan Semiconductor (TSM) Earnings

r/stocksSee Post

NASDAQ 100 vs. Individual Components of the NASDAQ 100 for the next decade

r/wallstreetbetsSee Post

QCOM return to server. Amazon may be interested.

r/stocksSee Post

Qualcomm Is Plotting a Return to Server Market With New Chip

r/stocksSee Post

Qualcomm Is Plotting a Return to Server Market With New Chip

r/wallstreetbetsSee Post

Inverse Jim Cramer performance = 26% CAGR

r/stocksSee Post

CHIPS Act was signed

r/StockMarketSee Post

I see a bunch of $NVDA, $INTC, $QCOM trades by politicians

r/wallstreetbetsSee Post

CASe for QcOm ST0Nk

r/stocksSee Post

Semi Stocks Crashing: Buying opportunity??

r/StockMarketSee Post

Is insider selling always a bad sign?

r/stocksSee Post

7 tech stocks that are most worthy of "cheap": Micron's forward price-earnings ratio is only 5.8 times

r/stocksSee Post

Nvidia falls short on guidance, stock down 9% after hours

r/stocksSee Post

AMD and Qualcomm Collaborate to Optimize FastConnect Connectivity Solutions for AMD Ryzen Processors

r/stocksSee Post

Now will people admit we were in a bubble.

r/stocksSee Post

T.i.n.a has left the party...summer survival guide

r/stocksSee Post

AMD’s earnings outlook expected to give a clearer picture of where the chip sector is headed

r/stocksSee Post

TECH Qualcomm revenue pops 41% driven by Android phone chip sales

r/wallstreetbetsSee Post

Who of these big companies will tumble next?

r/wallstreetbetsSee Post

Why does QCOM stock continuously send me to the dumpster?

r/stocksSee Post

Semiconductors stocks under pressure. Are good days are over?

r/ShortsqueezeSee Post

BRQS - Thx for the responses, 5G deal with Qualcomm, this is in my wheelhouse as many of you may know I work in all things future tech (R&D) so let me just do some filling in

r/stocksSee Post

I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?

r/wallstreetbetsSee Post

I put together a list of the top 8 publicly traded semiconductor companies in the U.S. with lots of details. Which company's stock do you like?

r/wallstreetbetsSee Post

-90% on entire portfolio since nov last year. ~60k -> 7k. Boy I'm bad at this

r/stocksSee Post

Why did the $QCOM drop so hard today?

r/wallstreetbetsSee Post

$MU Micron earnings report

r/wallstreetbetsSee Post

End of Day 1: QCOM full life savings YOLO update

r/wallstreetbetsSee Post

Ladies and Gentlemen, #Chip Gang is back in business. 88k QCOM YOLO

r/stocksSee Post

Is NVDA overvalued at $210-220?

r/wallstreetbetsSee Post

Why I am buying the dip this month (and you probably should too)

r/stocksSee Post

Semiconductors in the next 6-12 months

Mentions

I got bored with QCOM. It’s flatter than it should be. Don’t understand why, but it’s not my problem anymore.

Mentions:#QCOM

Nice prudent move. I would have gotten MRVL over AVGO, but agree QCOM has good runway for appreciation since success in PC and automotive are not priced in yet.

Why are you bullish on QCOM?

Mentions:#QCOM

MU earnings next week and massive analyst upgrade on QCOM after close today. Today was the day to buy the dips in chips. We moon next week and cool PCE causes an explosion ![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)🚀🚀🚀

Mentions:#MU#QCOM

Sell 25% more and put in TSM. TSM makes the chips for NVDA, QCOM & AVGO.

As a holder of all 3, I support investing in all of them. However, all 3 had huge run ups, and I’m concerned you are trimming to find “value”. When you factor in growth rates, AVGO is the most expensive of the 3, followed by QCOM. If you have rules based methodology you’re following great. If not, you might want to develop one. For me, I trimmed all 3 recently (10% of total port in NVIDIA and AVGO, 3% QCOM). Some in cash for now, the rest in ON, a few pharmas.

Mentions:#AVGO#QCOM

QCOM is one of the reasonably valued semiconductor stock with huge growth potential imo

Mentions:#QCOM

No idea why this was downvoted so heavily. Sold half NVDA (long-term gains). Bought half QCOM and half AVGO. Thanks for those that gave advice.

Sold half NVDA. Bought half QCOM and half AVGO.

They don’t? Apple uses them. They’re trying to produce their own because QCOM is expensive

Mentions:#QCOM

The growth rate for NVDA IN 2025 is supposed to be 35%, if QCOM will do better than that then put some money there. Don't let others who missed the Nvida run and don't own the company scare you out of the stock or profits. Dig into the numbers on both companies and listen to earnings calla. When the best analysts in Tech are calling Nvidia a generational opportunity, consider carefully what they are talking about. This is a really huge opportunity for many years.

Mentions:#NVDA#QCOM

No way QCOM outperforms NVDA over the next three years. QCOM doesn't even make the best mobile processors, forget AI.

Mentions:#QCOM#NVDA

Bruh the QCOM legal team asked some tech reviewers not to say "ARM" in their media about the new laptops, ARM is going nuclear and it sounds like they're probably gonna win.

Mentions:#QCOM#ARM

I own TSMC, I admittedly don’t understand why it lags. It lags so far behind my NVDA, AMD, AAPL, ARM, QCOM etc. But apparently the US and the world would be willing to start the biggest world war if China tried to take TSMC, a company so important we’d start WW3 over it but it really doesn’t move compared to other semi. The world’s biggest companies AAPL, MSFT, NVDA, AMD, ARM, QCOM basically depend on it but the price is blah.

I already have a large position in QCOM, but have been considering doubling it or going with some leaps. It seems they’re just now getting started and if they can actually take some space from AMD/Intel in the laptop/tablet space, they could really grow and I think the market could get excited about them. We’re seeing that play out in automotive for them now.

Mentions:#QCOM#AMD

Sell have NVDA, buy half QCOM and half ARM?

QCOM about to be sued to oblivion by ARM so buy ARM instead

Mentions:#QCOM#ARM

I'm a big fan of qcom. Revenue growth,pleader in next gen modem tech and iot interconnectivity. Tech patent dominance. I would consider putting half into QCOM and half into TSMC if you're going for what seems to be an aggressive growth strategy.

Mentions:#QCOM

I have a small position on INTC and bigger one in GFS as a hedge of TSM (wich I also have) if anytthing happens in Taiwan all chip designers like AMD QCOM NVDA AAPL and more will have a big problem. And thats where Intel fabs will be very valuable.. INTC and GFS could skyrocket

Intel management *was* bad. Like Corporate Blunders Hall of Fame level bad. Before they hired back Pat, they did finally realize how dire their situation was and started to do something about it. They used to rely on their process technology lead to offset their high operational costs and inefficiency, now a process lead is much more cost intensive and the pricing power advantage it yields is not what it once was. Intel as a fabless semi company could be competitive still. As for the fabs, the only hope they have is: 1) TSMC gets greedy on pricing and opens the door for Intel and Samsung  2)US government starts mandating US produced silicon in commercial market and/or levies significant tariffs on all imported silicon, giving Intel a captive market. AAPL, NVDA, QCOM, AVGO will hate this and INTC is no longer able to boss around Congress like it could when it was the biggest fish in the pond. 3)They do regain the process lead - at great cost - but demand for AI products remains so hot that NVDA etc are willing to pay 50% or 100% more for 10% improvement in silicon performance. There's no guarantee INTC can even pull this off as TSMC is also keenly aware of the shifting dynamic where AI processors and not smartphones may be the lead products for new and expensive processes. They have advanced packaging tech that they use to assemble both Intel and TSMC chiplets, which is a market differentiator as TSMC will only package their own currently. I'm not convinced on Intel's turnaround yet, I think they're taking their best shot at saving the business but chances are greater than even that their fabs turn into an even bigger money pit and (hopefully) get spun off to some private equity that doesn't understand what they're getting themselves into.

I agree with you that the future of AI in wearables in on the edge aka in the device CPU. Loaded QCOM.

Mentions:#QCOM

Those copilot + pc devices aren't helping QCOM

Mentions:#QCOM

sorry QCOM and MU bag holders, just bought some stocks on Tuesday, and sorry for tanking dell -15%, bought some stocks too a while ago

Mentions:#QCOM#MU

this hits hard, just loaded with QCOM and MU stocks on Tuesday at the top

Mentions:#QCOM#MU

I own too much QCOM, for too long. Puts after it randomly hit 230 was the most obvious move ever (I didn't buy enough puts)

Mentions:#QCOM

The ARM version is by all accounts not very good. This is a fourth or fifth QCOM attempt at 'Windows on ARM' and there are still countless apps and drivers that do not work. The SoC itself is not more efficient than current gen x86 offerings from Intel (Meteor Lake) and AMD. In two to three months both will be shipping new SoCs (Lunar Lake and Strix Point) that will completely make ARM on Windows irrelevant.

Mentions:#ARM#QCOM#AMD

Looks like big money sold QCOM & MU and bought AMD

Mentions:#QCOM#MU#AMD

QCOM calls for next week

Mentions:#QCOM

Bought QCOM on the dip and the dip kept dipping.

Mentions:#QCOM

QCOM opening red - opportunity to load monthly calls ![img](emote|t5_2th52|27189)

Mentions:#QCOM

QCOM

Mentions:#QCOM

QCOM all of 1999

Mentions:#QCOM

If QCOM could just follow NVDA up I’d be set

Mentions:#QCOM#NVDA

All those gonna print, drop the QCOM and COST tho since Cost was just heading to 873 to provide liquidity for previous large order at 873, it will likely slow down now that there any many other high costing stocks with better growth

Mentions:#QCOM#COST

And what is it? Every Android phone runs ARM. Now performance cores from QCOM will come from Nuvia, but they have plenty of ARM Cortex-M cores inside even in those. All CPUs from QCOM up to today run ARM. Other companies like NVidia, Samsung, Mediatek, Allwinner, Rockchip, etc run ARM Cortex-A cores. Every appliance in your house has a small microcontroller with most likely Cortex-M. The 8051 micros are dying out and being replaced by ARM, which are made by IFFNY, NXPI, STM, TXN, SLAB, etc. Every automotive real time microcontroller is Cortex-R, let it be Nvidia, QCOM or TI. And there are multiples in safety module, infotainment, engine control, sensors, even wiper motors, seat or window movement control mechanisms. And yeah, two more things: 1. Stock soars for a reason. 2. I work with semiconductors for the last 10+ years. TLDR for you: buy puts and short the stock.

Probably close most of my positions.  Perhaps grab some more PLTR calls.  I’m watching MSTR and smci closely.  They both seem to have some good news recently.  SMCI has shaken some puts and looks good. QCOM has been on a tear, and I suspect they will have good reports on their new snapdragon ai chips.  They are ahead of everyone but Apple on the device ai processing.  And Apple’s software looks great compared to “we screenshot your desktop every five seconds” MS.

I don't understand this. Do you mean if I buy BAC C40, with a total price of 200 USD, it is less likely to generate 50% profit compared to buying QCOM C230 for 1685 USD? Why is that?

Mentions:#BAC#QCOM

TSM was languishing in 140s for ages. Great to finally see it being priced correctly. AMD and intel are worse than QQQ and SPY. You forgot QCOM and Broadcom.

I sold $HOLO (and a bunch of other losers), bought $QCOM and $HPE, with my new “speculative” play being $RYCEY.

I hope you know that they don't make those, they just license architectures. They're actually suing QCOM for illegally producing x elite chips.

Mentions:#QCOM

AMD made a run that’s why it’s contemplating next to TSM. Intel is the old man not knowing whether to stand up with them or dig up with regards lmfao. SMCI is behind NVDA copying moves. AVGO is like well I can keep doing my own thing. ARM and QCOM are like well we are and we aren’t. Meta is resting after the climb up. It’s deep 🤣

Bro I was about buy calls on ARM when it dropped to $90 last month in fucking pissed. Oh well at least my QCOM positions are printing. ARM processors are the future. They were laughing at me a few months ago.

Mentions:#ARM#QCOM

$QCOM is putting together one heck of a run. More like cue to cummm.

Mentions:#QCOM

QCOM is just allergic to 230

Mentions:#QCOM

QCOM keeps licking 230, but 230 is just laying there, wishing it was over, wondering if there's any chicken salad left in the fridge.

Mentions:#QCOM

QCOM let’s go. ATH, daily looks beautiful no bag holders at the top. Keep grinding up.

Mentions:#QCOM

Semiconductors leading the market again today 🙌 QCOM up 2.5%.

Mentions:#QCOM

QCOM breaking out. It’s going to keep fueling up. Broke ATH yes, no bag holders up top. Get in before the earnings.

Mentions:#QCOM

QCOM still ripping, APPL up, and SPY down a tad to buy the rip….. OPEN THE FUCKING CASINO!!!

eyes on QCOM

Mentions:#QCOM

QCOM is going to bring ARM revolution to PC. It’s the next NVDA, and the last nail in the INTC’s coffin.

Blackberry owns QNX, which now goes on many cars NVDA and QCOM chips. They want about 50M per license from car maker. This company will not go out of business soon.

Mentions:#NVDA#QCOM

Sold my QCOM calls too early… still pleased with 25% gain

Mentions:#QCOM

QCOM actually doing something for once. But it never has two green days in a row ![img](emote|t5_2th52|8883)

Mentions:#QCOM

QCOM, I remember they oversold and immediately bought a lot of shares. Reason is that their product roadmap looks very promising, even 5-10 years plan, they may revolutionize the world if AI self driving is successful. Also the fact that I experienced the Samsung S24 before it debuts, that hits the nail and I invested a lot into it. Big gains definetly.

Mentions:#QCOM

Taiwan Superconductors TPE:2330 Arm Holdings NASDAQ: ARM Advanced Micro Devices NASDAQ: AMD Qualcomm NASDAQ: QCOM Broadcom NASDAQ: AVGO But as you can see with the prices you might late to the party, not to say that there's no room for future growth, because there absolutely is, but the life changing 10x returns may be long behind us. The only outlier here is AMD which I am still bullish on, it took a beating while investors shifted mostly to Nvidia. Anyway those are the main big names I can remember on the top of my head on a Sunday morning. If someone else has more insight on the subject I'd like to learn more.

QCOM earnings Monday after close

Mentions:#QCOM

QCOM calls??? ![img](emote|t5_2th52|4258)

Mentions:#QCOM

QCOM is already up like 5% this week, has already pumped. Not sure if it will keep running on Monday tbh

Mentions:#QCOM

TEM is probably worth adding to the watchlist; Google/Softbank backed healthcare AI/testing company that went public today. $6bn valuation, will only have around 11 million shares tradeable for next 6 months. QCOM might see a bump up from the June 18 launch date on the new AI PCs with their NPUs in them.

Mentions:#QCOM

It's very closely related. Arm's cortex IP is pretty much all you need to get started and that IP while yes the OEM's in Arm's case is manufacturing the chip themselves it is similar to Nvidia in effect. (I have this main component so now I can build this thing over here). The main point I was simply making is that nobody would sit there and mess around with Nvidia in any capacity. I get your point but still a valid point that I am making. Why is Arm being punished for letting you own and create the chipset you want with licensing disputes by an OEM that is crossing the line. I like QCOM don't get me wrong I am just responding to the original commentor's comment there is nothing ARM can do because they don't make the chip. Also, and this is a tiny fractional example is that Xbox uses a completely customized Nvidia GPU chip. If others wanted to do it they could I just don't know what kings ransom they would have to pay Nvidia to do it. Clearly, Xbox did.

Mentions:#IP#QCOM#ARM

I agree I just don’t know what to buy. I’ve looked into AMD and QCOM.

Mentions:#AMD#QCOM

Or or or, I've done AI research since undergrad and am aware of the horseshit that NVidia, MSFT and QCOM are selling. Acting like billionaires aren't delusional, or like we haven't been saying the same thing about Quantum Computers: "5 more years guys, trust me bro" You yourself defeat your own argument with this sole statement: > It’s hard to make ASI when your supercomputer has less computing power than the first iPhone in 2007. Do you even know how to quantify the minimum requirement to classify it as AGI ? I will tell you, nobody has a great measuring stick for sentience, because the average human (supposedly sentient beings) still falls victim to a chatbot spewing garbage and calls it's "AI."

ARM are the ones that design the base and then license that out to everyone. NDVA, APPL, INTC, SMSN, AMD and, obviously, QCOM. All licensing ARM IP

$QCOM $AVGO is next

Mentions:#QCOM#AVGO

Why does everybody dislike QCOM? Patent trolling gone wild. Interesting anyways. I hope they can just settle and resolve. Good for everyone

Mentions:#QCOM

You seem to know to know a lot of very specific knowledge around this. But come on you have to admit ARM is the SoC and that is where their concern would lay right? For Apple I am not on ARM's side here but wish ARM could win that one. The part I am with Apple is the fact is an agreement is an agreement. However, does that agreement include all new IP and updated/newer technologies? That's the part I'm unclear on and would hope ARM would win that because it is their IP. Also, to your point. I think ARM has to be careful here because otherwise these "disputes" will be an opportunity for RISC-V to make headway. Although if it was worth anything QCOM would have probably transitioned over so there is something in the core of ARM that they want. But again, ARM is providing the opportunity for a player to make a business of of their backs. If ARM was direct competing it would lessen other's using their business. But look at what Microsoft had to do with the Surface line because of how shitty OEM's where doing in the PC market. Apple was just crushing them. Perhaps ARM should start direct competing and go for the Nvidia model completely.

Mentions:#ARM#IP#QCOM

does it not depend on what chip it actually is and what the agreement with QCOM was?

Mentions:#QCOM

Qualcomm is a legal firm with an engineering department. Pretty sure they are down to fight this one. Funny thing is what happens if ARM wins. The idea that ARM allows AAPL to use the ISA to design cores but wouldn't allow QCOM to do so would immediately open up the FRAND (Fair, Reasonable, and Non-discriminatory) question about the entire instruction set IP. This case ends with a large payment from QCOM to ARM.

You have it the wrong way. QCOM acquires Nuvia, who had TLA with ARM which a much higher royalty rate because they were designing server chips and they are much smaller than a QCOM and can get slapped around by ARM. QCOM acquires them. QCOM already has a TLA with ARM for their mobile chips with a lower royalty to ARM. QCOM then asserts they will pay royalties under their existing TLA because it covers their chips and they are pivoting Nuvia tech from server to mobile.

Mentions:#QCOM#ARM

AVGO didn't dump, NVDA didn't dump, ELF didn't dump, QCOM did't dump, MSFT didn't dump, AAPL didn't dump.... Buying calls at open should print.

told you to buy QCOM $100 ago

Mentions:#QCOM

AMD seems to mainly trade sideways. I like their products, but NVDA will probably hit $200 before AMD. Why didn't you pick something that moves like QCOM or ANF???

Apple Inc (NASDAQ:AAPL), Qualcomm Inc (NASDAQ:QCOM), Nvidia Corp (NASDAQ:NVDA), and Advanced Micro Devices, Inc (NASDAQ:AMD) have almost fully booked Taiwan Semiconductor Manufacturing Company Ltd's (NYSE:TSM) 3nm chip production process until 2026, reflecting the artificial intelligence frenzy.

How can anybody be bearish on AVGO or QCOM? They are the #2 and #1 5g providers in the country there is nobody else. Yeah I know about Skyworks Solutions Inc. and INTC but those guys are small fish in the 5g ocean compoared to whales like Broadcom and Qualcom

Might pick up some QCOM calls tomorrow

Mentions:#QCOM

I bought ARM and QCOM after I used an ARM based Snapdragon Windows 11 laptop. I was amazed at the compact size, battery life, and computing power. I realized it was the future. That was back in October of last year. My ARM position got so big I sold 1/3 of it to keep it from dominating my portfolio. I wish I hadn't.

Mentions:#ARM#QCOM

It’s alarming that they continue to fall behind. I had no idea that the QCOM snapdragon was going to be the big preferred AI chip for MSFT until the Taiwan conference. Intels response was that they are introducing their latest chip with AI accelerators in Fall that meet the MSFT specs BUT that chip’s core compute and AI components are being assembled by TSM….WTF? I’m a long time INTC shareholder and this convinced me that they are much further behind than I thought. It’s dead money for at least a year. I’m looking to exit half my position and put the proceeds into SOXX.

QCOM QQQ AAPL pls print.. I just added at top again today

Probably keep running through eoy AVGO and TSM and QCOM just now getting some attention.

Laptops are adding an AI button to the keyboards now, because of on-device QCOM Snapdragon AI capabilities. They also do server accelerators, edge AI, IoT AI and automotive. Automotive was explicitly excluded as a separate business unit during earnings, because it grows at a pace of a startup. Analysts target QCOM stock between 205 and 240, while it closed today 209.

Mentions:#QCOM

My picks: MSFT WSM AMAT QCOM EME **Bonus** GOOG and PANW