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$QCOM only needs a low single digit percentage of the datacenter accelerator, CPU, and networking to add tens of billions in revenue. The upside is asymmetric and with $AMZN already signed up, we believe more big deals will follow.

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Daniel Newman

78,368 subscribers

15,770 просмотров • 10 дней назад •via X (Twitter)

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Комментарии: 9

Фото профиля Shay Boloor
Shay Boloor10 дней назад

All $QCOM really needs is to get a seat at the data center table and I think they will

Фото профиля The AI Therapist
The AI Therapist10 дней назад

True. QCOM’s chips already sit in nearly every smartphone and PC running AI locally. If they snag even a sliver of the server chip market, thanks to that efficient architecture, that valuation gap closes fast. Amazon signing on just proves it works at scale

Фото профиля Kai
Kai10 дней назад

Don't forget that Meta already committed a couple months ago as well. It'll be a waiting game until 2028 when those data center chips start to ship out.

Фото профиля Azraël
Azraël10 дней назад

Call flow in QCOM has been leaning that way too, upside strikes getting accumulated past the usual dealer shelf. If another hyperscaler confirms, those wings reprice fast.

Фото профиля Jake
Jake9 дней назад

Nice pedo stash

Фото профиля Boris
Boris9 дней назад

makes sense, but may require a unknown lengthy timeline to collect big reward..

Фото профиля maria
maria10 дней назад

Great.

Фото профиля Stonks McGee
Stonks McGee10 дней назад

Can we get a public vote on the Newstache

Фото профиля The Salty Traveler
The Salty Traveler10 дней назад

@FuturumEquities My boy got a caterpillar on his face

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$QCOM investor day setup. We see a low single digit (1-5%) market share opportunity over the next few years. Translating to about $10 Billion of incremental revenue per 1%. This isn’t an $NVDA compete story. It’s an execution story vs. deals we expect to be announced today. 👀
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$QCOM investor day setup. We see a low single digit (1-5%) market share opportunity over the next few years. Translating to about $10 Billion of incremental revenue per 1%. This isn’t an $NVDA compete story. It’s an execution story vs. deals we expect to be announced today. 👀

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