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

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smoky box office gay wizard
  05/23/17
avgo (broadcom) i think
gold indian lodge philosopher-king
  05/23/17
...
gold indian lodge philosopher-king
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Thriller ticket booth sound barrier
  05/25/17
you're welcome
Thriller ticket booth sound barrier
  06/02/17
what are the higher risk reward plays u have in mind
gold indian lodge philosopher-king
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: smoky box office gay wizard



(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: gold indian lodge philosopher-king

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: gold indian lodge philosopher-king



(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: Thriller ticket booth sound barrier

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: Thriller ticket booth sound barrier

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: gold indian lodge philosopher-king

what are the higher risk reward plays u have in mind

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