The Politics Behind AT&T's Showdown With the DOJ

The video discusses the political implications of media consolidations, focusing on CNN and the AT&T Time Warner deal. It then shifts to the potential merger between Qualcomm and Broadcom, highlighting concerns about innovation and market dominance. Qualcomm's strategic position is analyzed, noting its challenges and potential value. Finally, predictions are made about the outcomes of these major deals, considering political and market factors.

What is the significance of the CEO of Broadcom's photo op with the president?

What arguments are presented regarding the value of Qualcomm in the context of its share price?