Ashish Choubey

[JD Vance @JDVance]

Usha has a very special guest on her podcast today, President Donald J. Trump! It’s great and one of my favorite episodes so far

[Jukan @ ICML @jukan05]

Has $AVGO entered the Trainium supply chain? Or is it $QCOM ?

[Jukan @ ICML @jukan05]

I think it’s Qualcomm.

[Durga Malladi @durga_malladi]

Great conversation with @samcharrington on the sidelines of #QCOMInvestorDay.

Thanks for the opportunity to dive deeper into our data center strategy and the innovations we're bringing to CPU, Memory and #AI infrastructure @Qualcomm.

[Sascha Segan @saschasegan]

So there's a really important thing I want to make sure everyone knows about $QCOM @Qualcomm. Our fiscal year starts in October.

So when we say "FY27" we mean October 2026 to September 2027. When we say "FY29" we mean October 2028 to September 2029. That means if we say FY27, you should NOT be writing as if it's calendar 2027. It's ... a little different.

I just want to make sure everyone knows this, because sometimes it looks like some journalists and influencers don't. I understand - it's really unintuitive for normal people!

[Cristiano R. Amon @cristianoamon]

It’s been an incredible week in New York unveiling the new @Qualcomm. We gave updates on our data center strategy, business outlook and our technology roadmap. Here are my thoughts from the event. Take a look!

#QCOMInvestorDay

[Patrick Moorhead @PatrickMoorhead]

Why do I think one of Qualcomm’s custom wins is $AMZN? It’s actually easy to deduce based on who showed up on video, what was said on the earnings call, and need.

1/ Google currently has 3-4 vendors doing varying degree of TPU work. I don’t think they have the capacity for another partner at this juncture. Qualcomm’s newest IP won’t be ready for a custom chip starting for revenue at the end of calendar 2026.
2/ Satya was on stage for the accelerator so he would have just said custom if this were the case.
3/ Zuck was on stage for CPU so would have just said custom too.
4/ Qualcomm said during Q2 earnings that it was a “largest class” hyperscaler. This leaves Amazon and maybe Oracle but what chip IP does Oracle have to integrate?
5/ By default this leaves Amazon. Amazon did business with AlphaWave previously. Guessing it’s a custom combo Graviton+Trainium derivative with AlphaWave connectivity? Custom Graviton with an NVLink port?

$QCOM

[Gunther Eagleman™ @GuntherEagleman]

🚨 President Trump just dropped this gem!

Trump saved America $298 MILLION on the Lincoln Memorial Reflecting Pool:

The historic pool, where MLK gave his “I Have a Dream” speech, was a leaking, filthy disaster.

Government bureaucrats wanted $300 MILLION and 3+ years to rip it up.

Trump said hell no.

Called in real pool experts, scrubbed the original granite, sealed it, and topped it with American Flag Blue industrial coating.

✅ $1.5–2 MILLION
✅ Done in 2 weeks
✅ Will last 40–50 years and look better than 1922

This is how you run government like a business.

Promises kept! Taxpayer dollars saved!

[Eric Daugherty @EricLDaugh]

🚨 IT'S OFFICIAL: JD Vance's anti-fraud task force just suspended 447 HOSPICE CENTERS in Los Angeles — plus 23 home health agencies

The fraud already totals nearly $600 MILLION

That's a +539% SURGE in 2 weeks in fraud crackdown 🔥

KEEP PUSHING and PROSECUTE! Nick Shirley started a movement 🇺🇸

[GRANDPA’s FREE ADVICE @GOP_is_Gutless]

🚨 BIG WIN: Supreme Court 7-2 ruling delivers a massive blow to mail-in ballot loopholes!

The “shadow” election games just got harder. Candidates can now challenge shady rules — no more counting ballots days or weeks after Election Day in key states.

Rule of law restored. 2028 just got a lot fairer.

Democrats in full panic mode. 🇺🇸

#SCOTUS #ElectionIntegrity #MailInBallots

[M9 USA🇺🇸 @M9USA_]

Girl: My Indian parents are on #H1B, it would take 150 years to get a Green Card.

@JDVance: My Indian in-laws have never once said you should do something for my country (India).

Interesting conversation. 👇

#H1B #H1BVisa

[Lee Zeldin @LeeMZeldin]

Just like the RUSSIA RUSSIA RUSSIA collusion hoax, the clown show sham impeachment of President Trump in 2019 was a bull shit show trial of epic proportion to try to take out the duly elected President of the United States.

[RNC Research @RNCResearch]

cc: @SenOssoff

Why did you vote against giving tax breaks to working Georgians?

[Gunther Eagleman™ @GuntherEagleman]

🚨 Almost 25 million views 👀

Democrats big mad!

[Elon Musk @elonmusk]

@GuntherEagleman I really do bigtime

[Rick Scott @SenRickScott]

Senator Murphy thinks the American people are stupid. Democrats shutdown the ENTIRE Department of Homeland Security.

Republicans are fighting to fund the ENTIRE Department of Homeland Security.

We will not allow Democrats to open our borders and defund our police.

[Elon Musk @elonmusk]

I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country

[JD Vance @JDVance]

This is a great speech. Worth watching the whole thing.

[ThePersistence @ScottPresler]

BREAKING!

HOLY COW!

Senator Susan Collins is now supporting the SAVE America Act.

We are now at 50 Senators on board with proof of citizenship plus+ voter ID.

It’s time to bring it to the Senate floor for debate.

We are at 50 Senators!

[Rasmussen Reports @Rasmussen_Poll]

Another GOP holdout joins...