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Tuesday, July 19, 2022

Streaming Wars -- July 19, 2022

Note: the original  post was not published by the google app because it violated "community standards." I have no idea what "they" are talking about? I asked for a review. It was only published after I removed the links. It's very possible in the future I will have to post without providing the links. Which is fine with me: it will save time. I was only able to post this after removing all links. LOL.

Two stocks that could benefit from thee $52-billion semiconductor bill: Marvel and Broadcom.

I've started a position in AVGO as of today.

Open-book test.

Quick: what company will most benefit from a $52-billion chip bill? LOL. I've posted that within the last week.  

The answer: Apple, Inc.

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them
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Streaming

Streaming:

Netflix users are leaving. Three rival streamers are seeing big gains.

3 comments:

  1. Went to war with Intel "captured a loss"... Bot SOXX, spreading the risk a bit. Kind of surprised you haven't owned AVGO all along (but then, one can't kiss all the girls, eh?)

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    Replies
    1. My hunch: I've owned AVGO through my pension; through IRAs; through mutual funds, but in my own small portfolio which I manage myself, it's mostly an energy fund, and that's what only recently I've been trying to "re-balance" the portfolio. With tech I was so over-weighted with AAPL and QCOM, I did not see any urgency in other techs until this huge pullback.

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    2. I guess Iowned INTC years ago but never kept it for some reason. Forgot all about that.

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