← Ben BajarinTrade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“their use of their Arm arch license could be a differentiator in winning hyperscaler custom silicon (refer to it as custom-custom CPU) and add upside to their D”
@BenBajarin
QCOM's Arm arch license is a moat for winning hyperscaler custom CPU silicon, adding meaningful upside to its datacenter revenue forecast
QCOMLONG@ $190.46
$149.37-21.57%
since call Jun 25
“we believe Intel would be a key beneficiary as some of those wafers, in line with our thesis that Intel is increasingly well positioned to be the CPU foundry of”
@BenBajarin
Intel foundry wins the wafer business if Qualcomm's custom hyperscaler CPU growth vector materializes, as INTC is increasingly positioned as the CPU foundry of choice
INTCLONG@ $126.08
$88.29-29.97%
since call Jun 25
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