Sean
@sean_________
TMT catalyst/event-driven trader with a focus on research.
Joined May 2019
3K Following 8.6K Followers
$QCOM Wells Fargo:
“Based on company comments / our analysis, we see AWS as the potential lead hyperscale ASIC partner”
$QCOM: Digitimes reporting:
"Qualcomm has "more than one" ASIC project customer."
"It is understood that another of the four major US cloud service providers (CSPs) is currently collaborating with Qualcomm on a project."
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