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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.

Daniel Newman

78,368 subscribers

15,770 Aufrufe • vor 10 Tagen •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

9 Kommentare

Profilbild von Shay Boloor

Shay Boloorvor 10 Tagen

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

Profilbild von The AI Therapist

The AI Therapistvor 10 Tagen

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

Profilbild von Kai

Kaivor 10 Tagen

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.

Profilbild von Azraël

Azraëlvor 10 Tagen

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.

Profilbild von Jake

Jakevor 9 Tagen

Nice pedo stash

Profilbild von Boris

Borisvor 9 Tagen

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

Profilbild von maria

mariavor 10 Tagen

Great.

Profilbild von Stonks McGee

Stonks McGeevor 10 Tagen

Can we get a public vote on the Newstache

Profilbild von The Salty Traveler

The Salty Travelervor 10 Tagen

@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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