$Qualcomm(QCOM)$ $Applied Materials(AMAT)$ Very cheap. What’s happened in the past 3 months as this was soaring in June? I know some of it has been the apple is gonna drop them story but that’s been the story for years now and they’re still very dependent on qcom chips. I think there are a few really good companies that are extremely good value in the semi space but they are lagging behind several others on the rebound! Qcom, amat etc.
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