LRCX, AGVO: Semiconductor Stocks To Invest In
b'There is an increasing demand for chip with people working from home and increased smartphone demand, says Lee Bohl. He and John Mowery discuss the impact of supply chain issues on chip stocks, as well as the outlook for semiconductors in 2022. They go over their stock picks, Lam Research (LRCX) which is a leading provider of semiconductor equipment, and Broadcom (AVGO) which is down about 15% this year, but has a high degree of recurring revenue based on multi-year contracts. Tune in to find out more.'