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

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walnut mad cow disease
  05/23/17
avgo (broadcom) i think
Lime kitchen laser beams
  05/23/17
...
Lime kitchen laser beams
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
sickened histrionic liquid oxygen location
  05/25/17
you're welcome
sickened histrionic liquid oxygen location
  06/02/17
what are the higher risk reward plays u have in mind
Lime kitchen laser beams
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: walnut mad cow disease



(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: Lime kitchen laser beams

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: Lime kitchen laser beams



(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: sickened histrionic liquid oxygen location

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: sickened histrionic liquid oxygen location

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: Lime kitchen laser beams

what are the higher risk reward plays u have in mind

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