Row 63774

Row ID: 63774 | Dataset Entry | Axioma AXP Content Repository

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I know everyone is super focused on nvidia, but QCOM is trading at ridiculously low multiples for being one of the best placed chip makers on the planet.

They are already in your phone, and now it's pretty clear everything not apple is going to be running these chips very soon, which means intel and amd's lunch is about to be eaten:

https://videocardz.com/newz/qualcomm-announces-20-snapdragon-x-elite-plus-laptops

They have pulled a coup in the processor world and it's Def not priced in.

What alot of people don't realize is that AI has come to the point where you can run stuff almost as good as the best from open ai on your phone or computer.

Now this is really nerdy stuff, but in the open source world people are working on models that are becoming very capable and the aim is to run them directly on your phone

https://github.com/OpenBMB/MiniCPM-V?tab=readme-ov-file#inference-with-vllm

Scroll to the videos in that link . Microsoft has gone whole hog on small models(as well as qualcomm's new chip).

https://azure.microsoft.com/en-us/blog/new-models-added-to-the-phi-3-family-available-on-microsoft-azure/

https://www.microsoft.com/en-us/surface/do-more-with-surface/advantages-of-copilot-plus-pcs

These companies are gearing up to run ai assistants directly on your device and qualcom will power it all. Crazy upside here.

FieldValue
text I know everyone is super focused on nvidia, but QCOM is trading at ridiculously low multiples for being one of the best placed chip makers on the planet. They are already in your phone, and now it's pretty clear everything not apple is going to be running these chips very soon, which means intel and amd's lunch is about to be eaten: https://videocardz.com/newz/qualcomm-announces-20-snapdragon-x-elite-plus-laptops They have pulled a coup in the processor world and it's Def not priced in. Wh…
label r/wallstreetbets
dataType post
communityName r/wallstreetbets
datetime 2024-05-23
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Raw Record

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  "text": " I know everyone is super focused on nvidia, but QCOM is trading at ridiculously low multiples for being one of the best placed chip makers on the planet. \n\nThey are already in your phone, and now it's pretty clear everything not apple is going to be running these chips very soon, which means intel and amd's lunch is about to be eaten:\n\nhttps://videocardz.com/newz/qualcomm-announces-20-snapdragon-x-elite-plus-laptops\n\nThey have pulled a coup in the processor world and it's Def not priced in. \n\nWhat alot of people don't realize is that AI has come to the point where you can run stuff almost as good as the best from open ai on your phone or computer. \n\nNow this is really nerdy stuff, but in the open source world people are working on models that are becoming very capable and the aim is to run them directly on your phone\n\nhttps://github.com/OpenBMB/MiniCPM-V?tab=readme-ov-file#inference-with-vllm\n\nScroll to the videos in that link . Microsoft has gone whole hog on small models(as well as qualcomm's new chip).\n\nhttps://azure.microsoft.com/en-us/blog/new-models-added-to-the-phi-3-family-available-on-microsoft-azure/\n\nhttps://www.microsoft.com/en-us/surface/do-more-with-surface/advantages-of-copilot-plus-pcs\n\nThese companies are gearing up to run ai assistants directly on your device and qualcom will power it all. Crazy upside here.",
  "label": "r/wallstreetbets",
  "dataType": "post",
  "communityName": "r/wallstreetbets",
  "datetime": "2024-05-23",
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