Daniel Newman(@danielnewmanUV):$QCOM is rising on its datacenter business as the agentic boom is going to lead to big revisions up for CPUs, networking, accelerators etc. But it’s hard to ignore that Qualcomm stands to benefit from the Muse, Grok Bot, Instinct lift off too. Agentic devices will get a boost and it becomes another growth lever for the company regardless of which application wins the on-device agentic pivot. 👀

Daniel Newman

@danielnewmanUV

参加 December 2010

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Daniel Newman@danielnewmanUV

2026.09.22 19:28

$QCOM is rising on its datacenter business as the agentic boom is going to lead to big revisions up for CPUs, networking, accelerators etc. But it’s hard to ignore that Qualcomm stands to benefit from the Muse, Grok Bot, Instinct lift off too. Agentic devices will get a boost and it becomes another growth lever for the company regardless of which application wins the on-device agentic pivot. 👀