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

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cracking crimson address bbw
  05/23/17
avgo (broadcom) i think
mildly autistic red stag film ladyboy
  05/23/17
...
mildly autistic red stag film ladyboy
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
spruce thirsty jap school
  05/25/17
you're welcome
spruce thirsty jap school
  06/02/17
what are the higher risk reward plays u have in mind
mildly autistic red stag film ladyboy
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: cracking crimson address bbw



(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: mildly autistic red stag film ladyboy

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: mildly autistic red stag film ladyboy



(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: spruce thirsty jap school

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: spruce thirsty jap school

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: mildly autistic red stag film ladyboy

what are the higher risk reward plays u have in mind

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