I can’t share specifics here. But expect more of this to come, Qualcomms guidance is so low that ... | bubble boi

I can’t share specifics here. But expect more of this to come, Qualcomms guidance is so low that ...

Twitter

Note: AI-generated summary based on third-party content. Not financial advice. Read more.

Quick Insights

QCOM and AMZN signed a multi-year memorandum of understanding for data center silicon, backed by $4 billion of circular financing. QCOM is scheduled to release its first data center silicon in 2028. The author suggests that QCOM's guidance is currently too low for its actual growth potential.

Ask about this postAnswers are grounded in this post's content.

About bubble boi

bubble boi

By bubbleboi

head of risk @thru_xyz.