Locator: 48501AAPL.
Apple suppliers, this is an old screenshot, shown many times on the blog. Search Apple iPhone suppliers.
Why it's important: link here.
I invested in Skyworks for a very short time. I forget the time frame. Something -- I've long forgotten -- suggested that it would be best to exit that Skyworks position. That was some years ago. One can do a "Skyworks" word search if interested. I'm not. I've moved on.
AVGO has become a core holding for me.
I wasn't going to post this story when this story first broke -- apparently I wasn't interested. Today, I took a second look -- now, it's worth posting.
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Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- 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.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
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