Charles Mizrahi “Toll-Bridge” smartphone chipset company

By qubainla, March 25, 2013

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Has anyone been able to find out what the company he is teasing about in this report he is claiming you can get once you subscriber to his newsletter? anyone can help? thank you, Michael

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6 Comments on " Charles Mizrahi “Toll-Bridge” smartphone chipset company"

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teda
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teda
April 6, 2013 2:21 pm

I’m betting it’s TSMC (NYSE:TSM). Apple has contracted with them to supply A7 processors for the iPhone6. I wouldn’t bet Samsung will sit on the sidelines, however TSM is currently “on sale” at only $16.73, and apparently Mr. Mizrahi thinks TSM will do very well in that endeavor (if I’m right about TSM).

teda
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teda
September 14, 2013 1:45 pm

I still like chip foundry TSM, and have sold it on highs and bought it again on dips. However, a “new” toll-bridge company seems to be Corning Glass (GLW), because of its Willow Glass used on the view screens of just about every smartphone, TV, and tablet — and for Samsung’s new flexible displays. Plus, Intel has just certified Corning’s 100% optical cables (cheaper, smaller, lighter, faster) for Intel’s Thunderbolt protocol. Supposedly at least a “doubler,” GLW is still reasonably priced at $14.64 with a P/E of 11.37.
Disclaimer: I am long on GLW.

witteriedmf
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witteriedmf
April 30, 2013 8:56 am

Perhaps but I suspect it is QualComm. They provide the chips for every major smart phone manufacture, and they hold a huge number of pattens.

Jim Edwards
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Jim Edwards
May 22, 2013 3:21 pm

Neither, it’s SK Hynix Inc.

teda
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teda
May 22, 2013 6:12 pm

I’m unable to find a chart on HXSCL, however it matched it’s 52-week low today. Is it a buy? I don’t know. If you think it is, please tell me why.
Concerning TSM, I made $1K after owning it one month. I’ll buy it again on a decent dip.

Scott Stoney
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Scott Stoney
December 10, 2013 3:42 pm

Please send me information about owning shares of his porfolios

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