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@SamirKhazaka "Just published a new analysis on the Qualcomm $QCOM acquisition of Arduino and what it reveals about the companys ambitions in IoT and the deeper questions around strategy scale and where real growth might come from. Read it here:"
X Link @SamirKhazaka 2025-10-10T16:37Z 2052 followers, 11K engagements

"Adopting the Arduino acquisition narrative as a leap in physical AI is a stretch: both as a meaningful IoT revenue driver for Qualcomm and as a major catalyst for physical AI and robotics leadership. $QCOM"
X Link @SamirKhazaka 2025-10-12T23:43Z 2052 followers, 1110 engagements

"Chinas probe of the Qualcomm $QCOM Autotalks deal may highlight a quiet asymmetry in global regulation. When Western agencies walked away China stepped in. The question isnt just why its what this says about global power over strategic technologies"
X Link @SamirKhazaka 2025-10-12T10:39Z 2052 followers, XXX engagements

"Not an easy task for Qualcomm to try to fill any revenue loss from Samsung and Apple. It's a constant overhang and risky customer concentration. $QCOM $AAPL $SSNLF"
X Link @SamirKhazaka 2025-07-29T11:21Z 2052 followers, XXX engagements

"Exynos 2600 is in mass production. But does it signal real strategy correction with the Galaxy S26 or is it just another turn in Samsungs long disconnect $SSNLF $TSM $QCOM"
X Link @SamirKhazaka 2025-09-30T10:34Z 2052 followers, XXX engagements

"Qualcomm $QCOM has been lately pushing a narrative around robotics autonomy physical AI and data center. But narrative isnt revenue. Arm & Nvidia $ARM $NVDA are already positioned to capitalize on those markets. Qualcomm still earns the bulk of its income from phone chips and royalties: highly concentrated in a few OEMs now developing in-house silicon. Its core faces stiff competition while diversification remains small and lacks the moat the core once had. Deeper analysis on these areas: X. Autonomy / ADAS: X. Robotics: X. Data Center & IoT:"
X Link @SamirKhazaka 2025-10-13T17:16Z 2052 followers, 10K engagements

"Nuvia shouldve pivoted to cloud AI silicon long ago. Wouldve been the smarter move better timing better market. Instead $QCOM shifted its focus to Snapdragon custom cores for laptops & phones a differentiator that didn't really differentiate. $ARM based Mediatek premium chips prove similar results were possible without Nuvia"
X Link @SamirKhazaka 2025-10-06T15:58Z 2051 followers, XXX engagements

"Qualcomm and Samsung may put on a marketing show at Snapdragon Summit but it would underscore how acutely aware they are of this 👇 $QCOM $SSNLF $TSM"
X Link @SamirKhazaka 2025-09-24T11:57Z 2051 followers, 4933 engagements

"China isnt the only one that probed $QCOM Autotalks deals. The UK & US reviewed the earlier attempt which caused Qualcomm to walk away and restructure its approach. The restructured version closed without new reviews in US or UK. Theres no public information explaining why"
X Link @SamirKhazaka 2025-10-11T19:56Z 2052 followers, XXX engagements

"Qualcomm says it plans to enter datacenter AI in 2028. By then the datacenter AI ship will have long sailed and Qualcomm had jumped off it multiple times. Trying to swim after it now isnt bold; its reactive and likely futile"
X Link @SamirKhazaka 2025-10-13T22:57Z 2052 followers, XXX engagements

"Qualcomm $QCOM knew Chinas SAMR viewed its Autotalks deal as reviewable back in 2024. Yet it closed the deal anyway in 2025. Now SAMR is probing and the stock is down sharply. Perhaps Qualcomm hoped the restructured deal would fly under the radar but instead it handed China fresh leverage broadly and in its license renewal talks with Huawei. A small acquisition has become a big test of regulatory asymmetry. What was Qualcomm thinking. Was this a strategic gamble or a miscalculation"
X Link @SamirKhazaka 2025-10-12T15:27Z 2052 followers, XXX engagements

"Arm $ARM and Nvidia $NVDA are much better plays for this list. Narrative isnt revenue and $QCOM still gets most of its income from phone chips and royalties concentrated in a few customers now building in-house silicon. Core business faces stiff competition while diversification remains small and lacks the moat the core once had. Some deeper analysis on these areas: X. Autonomy / ADAS: X. Robotics: X. Data Center & IoT: X. Arm litigation risk:"
X Link @SamirKhazaka 2025-10-05T11:24Z 2050 followers, 1612 engagements

"@ravisRealm Arm $ARM is also a critical strategic threat in premium phones as well as for all the diversification areas Qualcomm is trying to go after to fill the core business revenue gaps"
X Link @SamirKhazaka 2025-10-05T11:46Z 2051 followers, XXX engagements

"Nuvia made the wrong pivot. Upside in AI is infrastructure not laptop/phone CPUs. Todays $AMDOpenAI deal is latest proof of where value accrues. Had Nuvia stayed datacenter-first instead of selling to $QCOM it likely wouldve positioned itself for a far more lucrative acquisition. It mightve been in this race already. Too late to pivot now"
X Link @SamirKhazaka 2025-10-06T15:43Z 2051 followers, XXX engagements

"The AMD OpenAI deal underscores the compute inflection Nuvia & Qualcomm missed. $AMD $QCOM $ARM $NVDA"
X Link @SamirKhazaka 2025-10-15T09:02Z 2052 followers, XX engagements

"Qualcomms renewed datacenter push is fascinating not for what it says about AI but for what it says about timing. Especially now as OpenAI inks massive compute deals with Nvidia AMD and Broadcom. $QCOM $NVDA $AMD $AVGO $ARM The company is reentering datacenter AI with custom CPUs and Alphawaves interconnect IP years after repeatedly exiting the same space. From Centriq to Nuvias original datacenter roadmap Qualcomm had multiple chances to build real footing. Each time it walked away. Now its returning just as the datacenter AI market consolidates under Nvidia AMD Broadcom Arm Intel and"
X Link @SamirKhazaka 2025-10-13T21:49Z 2052 followers, 10.4K engagements

"As China probes Qualcomms Autotalks deal it comes against the backdrop of stalled Huawei Qualcomm $QCOM licensing talks. A continuation not a shift in the broader geopolitical posture"
X Link @SamirKhazaka 2025-10-10T14:44Z 2052 followers, XXX engagements

"Pondering some interesting possibilities behind Chinas probe into the Qualcomm Autotalks deal"
X Link @SamirKhazaka 2025-10-11T18:21Z 2051 followers, XXX engagements

"Its very unlikely that Qualcomm $QCOM was unaware of China SAMR's ability to challenge the Autotalks transaction post-closing. Read more 👇"
X Link @SamirKhazaka 2025-10-12T13:47Z 2052 followers, XXX engagements

"Speculating and analyzing based on publicly available information and observed patterns one plausible interpretation of Chinas antitrust probe into Qualcomms acquisition of Autotalks is that it reflects more than geopoliticspotentially probing and reviewing where the U.S. and Europe possibly could not or would not. Qualcomms 2025 deal appears to have been quietly restructured after its 2024 collapse likely below formal filing thresholds that would have triggered Western antitrust reviews. That 2024 abandonment occurred amid regulatory pushbackincluding a probe by the UKs Competition and"
X Link @SamirKhazaka 2025-10-12T10:08Z 2052 followers, 2051 engagements