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what's the semiconductor company that drake is bullish on?

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Misanthropic Exciting Native Famous Landscape Painting
  05/23/17
avgo (broadcom) i think
brass cerebral cruise ship
  05/23/17
...
brass cerebral cruise ship
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Aphrodisiac mediation
  05/25/17
you're welcome
Aphrodisiac mediation
  06/02/17
what are the higher risk reward plays u have in mind
brass cerebral cruise ship
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Misanthropic Exciting Native Famous Landscape Painting



(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129)



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Date: May 23rd, 2017 4:43 PM
Author: brass cerebral cruise ship

avgo (broadcom) i think

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378133)



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Date: May 25th, 2017 3:27 PM
Author: brass cerebral cruise ship



(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33394267)



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Date: May 25th, 2017 3:30 PM
Author: Aphrodisiac mediation

I think AVGO is a $300 stock by the end of the year with little downside. Maybe down to $210 but not after earnings next week.

There are higher risk/reward type plays but AVGO has the best management team in the semiconductor space, multiple product cycle tailwinds in RF and networking chips, a FCF transformation story, the integration of BRCD assets in the July quarter, and will likely double its dividend after the October quarter. It is also trading at 13x earnings vs TXN at 20x

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33394276)



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Date: June 2nd, 2017 10:32 AM
Author: Aphrodisiac mediation

you're welcome

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33454213)



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Date: June 9th, 2017 5:45 PM
Author: brass cerebral cruise ship

what are the higher risk reward plays u have in mind

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363)