written by reader Any 5G Experts Out There?

By BigBrain, August 4, 2020

Curious about whether it is ”too late” to add position in QCOM, QRVO, or SWKS? Also considering CCI & AMT.
I am already holding positions in AMD, NVDA & TSM. I’m sure there is good runway for all of these, but I hate the thought of adding them when they are already high…
Thanks for the insights.

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