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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 views • 10 days ago •via X (Twitter)

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9 Comments

Shay Boloor10 days ago

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

The AI Therapist10 days ago

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

Kai10 days ago

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.

Azraël10 days ago

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.

Jake9 days ago

Nice pedo stash

Boris9 days ago

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

maria10 days ago

Great.

Stonks McGee10 days ago

Can we get a public vote on the Newstache

The Salty Traveler10 days ago

@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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