Chris,
SWKS is less risky than AMBA. AMBA is still by and large a GoPro related story. SWKS is highly diversified. I have already cut my position by 2/3rd, considering valuation, so I am inclined to let the remainder run.
Anirban.
Chris,
SWKS is less risky than AMBA. AMBA is still by and large a GoPro related story. SWKS is highly diversified. I have already cut my position by 2/3rd, considering valuation, so I am inclined to let the remainder run.
Anirban.