Company
Qualcomm
- Episodes
- 10
- Share
- 0.9%
- Shows
- 10
- Net sentiment
- +0.86
Bullish 6Mixed 1Neutral 3Bearish 0
The episodes that named it
Why each one was bullish, bearish or in between on Qualcomm. Longest episodes first.
Bullish 6
- Snapdragon AI push and acquisition of modular position it for on-device AI.Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross · TBPN · Sep 23
- Gained alongside Arm on on-device inference and agentic AI chip demand.Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away · The Compound and Friends · Sep 22
- Entered AI inference chips and won an Amazon deal; valuation has become more reasonable.Billion Dollar Fund Manager is Getting Defensive- Here Are 10 Stocks He Still Likes · In the Money with Amber Kanwar · Sep 24
- Dominant mobile IP royalties and diversification into auto, audio and data centers support a rebound.Apple and Meta Just Dropped New Tech (3 Stocks Most Investors Are Missing) · MarketBeat | Stock Market News & Analysis · Sep 24
- Positioned as a leader in edge AI chips across phones, wearables, and PCs, with new Snapdragon platforms.Why your phone still isn't the ultimate AI assistant · The Deep View: Conversations · Sep 27
- Pitches HBC inference cards as a differentiated, lower-TCO alternative in data centers.Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCO · Semi Doped · Sep 24
Neutral 3
- Snapdragon chip announcements and on-device AI strategy presented.My new favorite AI assistant, tech support scams & Apple’s foldable (193, September 26, 2026) · Rich On Tech · Sep 27
- Apple moved away from Qualcomm modems in its new iPhones.Can CEO John Ternus find Apple's next big thing? · Decoder with Nilay Patel · Sep 21
- Snapdragon chips power several of the Googlebook models.Googlebooks are coming for your Mac · The Vergecast · Sep 21
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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