I don't get it. I've worked with a lot of AI and infra before the AI hype
Called AMD when it was under $2 probably 9+ years ago
in 2021 I thought NVDA might be the most valuable company in the world and to get ARM at ipo. Back in 2021 no one thought NVDA would be the most valuable company in the world (it was before google passed it)
I noticed a strange pattern and no real barrier to why SMCI went from $70 to $1100
We tried and I personally tried Qualcomm's Snapdragon Elite because I like the benefits of Arm and thought qcom could be a player in edge computing but after using and trying to run even simple apps was a pain that was probably on MSFT for making that OS poorly. I eventually tried running local AI using Apple M series chips and it blew the snapdragon away.
No company I know uses these snapdragon, I know a lot of people using mac mini. macbook pro/max for AI and AWS Gaviton has gained popularity but I've not heard of anyone using QCOM in the datacenter or edge at great scale.
Everyone who's used Apple's modem has had good things to say about, is it possible QCOM loses to apple iphones in the iphone 18
There's so many bear cases for this stock, I haven't made a play on it but there's so many negatives and few positives. Is there something I'm missing?
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
byu/moldyjellybean ininvesting
Posted by moldyjellybean