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

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mildly autistic elite school newt
  05/23/17
avgo (broadcom) i think
adventurous degenerate rehab
  05/23/17
...
adventurous degenerate rehab
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
slippery shaky clown
  05/25/17
you're welcome
slippery shaky clown
  06/02/17
what are the higher risk reward plays u have in mind
adventurous degenerate rehab
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: mildly autistic elite school newt



(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: adventurous degenerate rehab

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: adventurous degenerate rehab



(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: slippery shaky clown

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: slippery shaky clown

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: adventurous degenerate rehab

what are the higher risk reward plays u have in mind

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