Bullish analyst note gives troubled chipmakers a much needed boost. Heres our view

The logo of Nvidia Corporation is seen during the annual Computex computer exhibition in Taipei, Taiwan May 30, 2017. 

Tyrone Siu | Reuters

Barclays on Monday published its December-quarter earnings preview and 2023 outlook note that was particularly bullish for our semiconductor holdings Qualcomm (QCOM), Advanced Micro Devices (AMD) and Nvidia (NVDA).

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