[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@SamirKhazaka](/creator/twitter/SamirKhazaka)
"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](https://x.com/SamirKhazaka/status/1977785460643463342) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-13T17:16Z 2063 followers, 16.8K 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](https://x.com/SamirKhazaka/status/1977854290782740852) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-13T21:49Z 2063 followers, 17.6K 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](https://x.com/SamirKhazaka/status/1950154720825287133) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-07-29T11:21Z 2062 followers, 1251 engagements


"Samsungs Strategic Disconnect: How its reliance on Qualcomm and TSMC undermines its own chip ambitions. $SSNLF $QCOM $TSM"  
[X Link](https://x.com/SamirKhazaka/status/1955219376153514262) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-08-12T10:46Z 2062 followers, 7198 engagements


"Exynos is moving forward. Exynos 2600 seems coming home to S26 for some model & regions. Is Samsung $SSNLF spending all this $$ + effort for only XX% of Galaxy S volume That's how Qualcomm $QCOM Q&A comment reads: "75% is the baseline. That's the contractual Snapdragon share". Surely Samsung's strategy is better conceived. Both Samsung & Qualcomm should better clarify the "75% contractual baseline" statement"  
[X Link](https://x.com/SamirKhazaka/status/1963647663145959735) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-09-04T16:57Z 2062 followers, 1774 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](https://x.com/SamirKhazaka/status/1977100974402814344) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-11T19:56Z 2061 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](https://x.com/SamirKhazaka/status/1977315456965922831) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-12T10:08Z 2062 followers, 2192 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](https://x.com/SamirKhazaka/status/1977370636809871682) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-12T13:47Z 2062 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](https://x.com/SamirKhazaka/status/1977395825593737272) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-12T15:27Z 2062 followers, XXX engagements


"The AMD OpenAI deal underscores the compute inflection Nuvia & Qualcomm missed. $AMD $QCOM $ARM $NVDA"  
[X Link](https://x.com/SamirKhazaka/status/1978385968437604674) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-15T09:02Z 2062 followers, 18K engagements


"This post was from a year ago. The AI-phone super-cycle still never arrived. And Qualcomm $QCOM quietly stopped talking about it"  
[X Link](https://x.com/SamirKhazaka/status/1979506064224633214) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-18T11:13Z 2062 followers, 2586 engagements


"@Jukanlosreve Good news if true. Samsung should be getting more serious about fixing its Exynos strategy in general including Exynos 2600"  
[X Link](https://x.com/SamirKhazaka/status/1980186740288528546) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-20T08:18Z 2063 followers, 1522 engagements


"Exynos 2600 will be featured in Galaxy S26 Ultra in some regions. Good news if true. Samsung should be getting more serious about fixing its Exynos strategy"  
[X Link](https://x.com/SamirKhazaka/status/1980187877180145938) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-20T08:22Z 2062 followers, 2307 engagements


"This is the likely trajectory direction forward for premium phone chips. $ARM $SSNLF $QCOM $GOOG $AAPL"  
[X Link](https://x.com/SamirKhazaka/status/1980196628188586116) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-20T08:57Z 2062 followers, XXX engagements


"Likely premium phones chips trajectory: X. Apple A with C modem - iPhone X. Samsung Exynos & modem - Galaxy S X. Google Tensor with Mediatek M modem - Pixel X. Qualcomm Snapdragon and Mediatek Dimensity - Oppo Vivo Xiaomi Honor X. HiSilicon Kirin and Balong modem - Huawei X. Arm new strategy: Arm's shift to supply full compute subsystems end solutions for premium Android may create opportunities for some chinese phone OEMs to develop their own SoCs leveraging Arm along with licensed technology from Huawei and Balong modems. X. HiSilicon as a chip merchant: As China's trade strategy adjusts"  
[X Link](https://x.com/SamirKhazaka/status/1901234437548839200) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-03-16T11:29Z 2063 followers, 14.2K engagements


"Latest news: Exynos 2600 is coming to Galaxy S26 even Ultra. Is Samsung spending all this $$ + effort for only XX% of Galaxy S volume Thats how Qualcomms Q&A reads: XX% is the baseline that's the contractual Snapdragon share. Both $QCOM and $SSNLF should clarify that"  
[X Link](https://x.com/SamirKhazaka/status/1980240710612959255) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-20T11:52Z 2062 followers, 2003 engagements


"Narratives be damned. The only thing that seems to make Qualcomm rally is positive Apple iPhone shipments. 2027 feels even more unsettling today. $QCOM $AAPL"  
[X Link](https://x.com/SamirKhazaka/status/1980426683179295129) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-21T00:11Z 2063 followers, XXX engagements


"50% or XX% Korea Economics Daily: Exynos 2600 to power half of Samsung Galaxy S26 series. That doesnt square with what Qualcomm said about a XX% Snapdragon contractual baseline. $QCOM $SSNLF"  
[X Link](https://x.com/SamirKhazaka/status/1980944588870414835) [@SamirKhazaka](/creator/x/SamirKhazaka) 2025-10-22T10:29Z 2063 followers, XXX engagements