Two Chip Stocks to Key In On as Skittish Investors Rotate Into Large Cap Liquidity

09/24/14 09:16AM EDT

http://youtu.be/V1fjXK-yHao

In a macro environment where skittish investors are rotating into the largest capitalization stocks, Hedgeye Semiconductors sector head Craig Berger discusses why he like Texas Instruments (TXN) and Qualcomm (QCOM) as the top mega-cap stocks in his sector. 

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