by iltrus | June 29, 2019 1:10 pm
Hello,
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[1].
I would appreciate to hear from you, and especially from Travis of course 🙂
Thank you all!
Have a good weekend 🙂
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Here’s a starter list from Goldman Sachs: YUMC, WYNN, QCOM, LVS, MPWR, MU, QRVO, AVGO, IPGP, and AMD according to the following article:
https://www.investopedia.com/goldman-says-10-stocks-may-soar-as-trade-deal-outlook-brightens