by bigbrain | August 4, 2020 10:37 pm
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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