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

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Slap-happy son of senegal philosopher-king
  05/23/17
avgo (broadcom) i think
Galvanic Low-t Theater Stage Generalized Bond
  05/23/17
...
Galvanic Low-t Theater Stage Generalized Bond
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
irradiated dilemma roommate
  05/25/17
you're welcome
irradiated dilemma roommate
  06/02/17
what are the higher risk reward plays u have in mind
Galvanic Low-t Theater Stage Generalized Bond
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Slap-happy son of senegal philosopher-king



(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: Galvanic Low-t Theater Stage Generalized Bond

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: Galvanic Low-t Theater Stage Generalized Bond



(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: irradiated dilemma roommate

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: irradiated dilemma roommate

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: Galvanic Low-t Theater Stage Generalized Bond

what are the higher risk reward plays u have in mind

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