Qualcomm as a cheap comms semi with horizon
The guest argued Qualcomm is a cheap semiconductor opportunity on a 9-12 month horizon, having given back its gains and now trading at ~13-14x earnings with good long-term prospects.
BLOOMBERG SURVEILLANCE CHANGED ITS VIEW
BEARISH FOR 5 WEEKS, THEN THE TURNKeep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.