← Damnang2Trade on Hyperliquid →Trade on Hyperliquid →
in postLONG
“Today at Investor Day, Qualcomm introduced a near memory computing architecture called HBC.”
@damnang2
Qualcomm's HBC near-memory 3D IC architecture, debuted at Investor Day, is a credible wedge into data center AI inference and re-rates the stock above its mobile-only valuation.
QCOMLONG@ $201.46
$149.50-25.79%
since call Jun 25
in postLONG
“Qualcomm's LPDDR play sidesteps this bottleneck entirely. LPDDR has a much broader supply base, and Qualcomm has had leverage in this ecosystem for three decade”
@damnang2
LPDDR adoption expanding from mobile into data center AI inference raises demand for DRAM suppliers like Micron, which co-developed the SOCAMM form factor with NVIDIA and already supplies the ecosystem.
MULONG@ $1,223.87
$815.57-33.36%
since call Jun 25
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