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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 次观看 • 10 天前 •via X (Twitter)

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9 条评论

Shay Boloor 的头像

Shay Boloor10 天前

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

The AI Therapist 的头像

The AI Therapist10 天前

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

Kai 的头像

Kai10 天前

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.

Azraël 的头像

Azraël10 天前

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.

Jake 的头像

Jake9 天前

Nice pedo stash

Boris 的头像

Boris9 天前

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

maria 的头像

maria10 天前

Great.

Stonks McGee 的头像

Stonks McGee10 天前

Can we get a public vote on the Newstache

The Salty Traveler 的头像

The Salty Traveler10 天前

@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. 👀

$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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