dorfmanmaster
Long

Trade-war relief - July 2019

NASDAQ:SOXX   ISHARES TRUST PHLX SEMICONDUCTOR ETF
Trump and Xi Ping have come to a tariff truce at G-20 this weekend.

Trump is now using Huawei (previously blacklisted, banned, etc.) as a bargaining chip, allowing TEMPORARILY, U.S. companies to continue doing business with China's Huawei.

Here is a list of Top 20 U.S. based Huawei suppliers. I believe most of them will rally this month (July 2019).
- Percentage number next to stock symbol is the revenue exposure to Huawei

  • Intel ( INTC ) - 1%
  • Advanced Micro Device ( AMD ) - 2%
  • Broadcom ( AVGO ) - 6%
  • Qualcomm ( QCOM ) - 5%
  • Microsoft ( MSFT )
  • Nvidia ( NVDA )
  • CommScope ( COMM ) - 2%
  • Texas Instruments ( TXN )
  • Seagate Technology ( STX ) - 4%
  • Micron Technology (MU) - 2%
  • Qorvo ( QRVO ) - 11%
  • Flex (FLEX) - 5%
  • Skyworks ( SWKS ) - 6%
  • Corning ( GLW ) - 2%
  • Analog Devices ( ADI ) - 3%
  • NeoPhotonics ( NPTN ) - 47%
  • Western Digital ( WDC )
  • Lumentum (LITE) - 11%
  • II-VI ( IIVI ) - 8%
  • Finisar ( FNSR ) - 8%
  • Maxim Integrated ( MXIM ) - 4%
  • Keysight Technology (KEYS) - 2%
  • Marvell Technology ( MRVL ) - 1%

Note: Trump can go back on the Huawei deal at any time.

Leave us a follow aswell mate :) Great work keep it up!
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