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Welcome to the September 14th edition of This Week on Estimize. We are pleased to be joined by Sean Udall, the CIO of Quantum Trading Strategies, author of the TechStrat Report, and avid contributor to the Estimize platform. In this episode, Leigh and Sean discuss stocks that have been beaten down but are expected to make a comeback in the third quarter, including a discussion around Apple and the new iPhone, as well as their semiconductor food chain (NXPI, SWKS, AVGO, CRUS, QRVO), an update on Alibaba and the recent negative piece written in Barron's, as well as comments around other favorite names such as GoPro, Arista Networks, WorkDAy and Hortonworks.
(Photo Credit: Mike Deerkoski)
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