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written by reader US companies will be able to sell components to China’s Huwei

By iltrus, June 29, 2019


I think it would be beneficial if we make a list of US companies that would benefit from this recent announcement at G-20 re Huawei. They may present buying opportunities.
We may also prepare a list of companies that would benefit when a comprehensive deal is reached with China.

I would appreciate to hear from you, and especially from Travis of course 🙂

Thank you all!

Have a good weekend 🙂

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3 years ago

Here’s a starter list from Goldman Sachs: YUMC, WYNN, QCOM, LVS, MPWR, MU, QRVO, AVGO, IPGP, and AMD according to the following article:

👍 250

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