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Bracing for Key Inflation Data 2/13/23

Halftime Report

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Is the Consumers Going to Remain Strong if You're Buying Skyworks

raw stores is up significantly off the low trading at 22 times earnings which is too much. Skyworks is trading at 12 times within 11% free cash flow yield and so every cell phone we have uses them. Apple's a customer right everyone's a customer well I asked you over 50% how can you be negative on Apple if you're buying Skyworks telling me about the handset because why am I negative on Apple as a company?

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