@holgermu · Long QCOM · The Analysts

Holger Müller #EnterpriseAcceleration@holgermu

MyPOV - @Qualcomm is getting into @AWSCloud - Congrats. Top 3 Takeaways (1) Qualcomm is an attractive partner for the AI era datacenter buildout. Even at a cloud vendor with its own chip design. (2) The expertise in frugal chips for smartphones pays off for frugal racks in

Qualcomm@Qualcomm

We're announcing a multi-generation collaboration with @awscloud to build next-generation AI data center infrastructure, working together on customized silicon and AI inference at scale. Read the announcement: https://t.co/dsGwzI0PFh Read the 8-K:

1:07

Read asLong QCOM

Since the call—

#81 of 575 rankedThe analyst's rank today

High · 0.97Confidence

Wed, Sep 9Tweeted

Thu, Sep 10 closeCounted from

15% of the basket · day 27fades out by Oct 21

Rank per close

—

Sep 27

—

Sep 28

—

Sep 29

—

Sep 30

—

Oct 1

#61

Oct 4

#57

Oct 5

#81

Oct 6