Topic Archives: Huawei

This is a teaser pitch that we solved back in May of 2018, but folks continue to ask about it… and our older article is getting pretty stale, so we’re digging in for an updated look today. The headline of the ad pretty much says it all: “The little-known Washington D.C. financial “think tank” that […]

The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]

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    New investor here, surprised to see you exit from Apple. Jim Cramer has been doubling down all week saying to never sell...

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    Now that Huawei is gone out of the picture I think Nokia, Ericsson and Inseego are all in great positions to be at the...

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    I've been in the industry for the last 20 + years, 5G will be very profitable for Ericsson and Nokia only if Huawei do n...

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    Huawei wins no matter what. Other companies will have to pay them royalties for using their patents....

  • Travis Johnson, Stock Gumshoe

    Huawei isn't a listed company, though they do have listed debt in China. I think you're probably remembering the teaser...

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    Isnt the huawei stock that one guy claims only stock and it’s under 10 bucks. Last time I looked it was sbout 3 bucks....

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    $FYI - AltEnergyMag Newsletter - March 18th, 2020 Some of today's articles; Electron Beam Welding in Vacuum New...

  • Travis Johnson, Stock Gumshoe

    Lots of them, though the biggest equipment makers are Huawei, Ericsson, Nokia and Samsung...

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    Hey now! Last Friday, INSG up for me 104% at close. I sold half at 100% and will let the rest ride. I suspect there w...

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    Okay watched the whole video. What tipped me off about this mystery company is that they partner with a company called V...

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    Huawei has offices in Milwaukee. I walk past them daily....

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    Huawei only in China but very poor for shareholders anyway,I think nokia after the haircut could be intresting over next...

  • Travis Johnson, Stock Gumshoe

    The dominant one, by far, is Huawei — not publicly traded. China Mobile (CHL) is the most exposed telecom company, an...

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    Travis, So when you sold I bought NOK. Guess that makes me a contrarian. I believe in the Peter Lynch principle of buy...

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    not sure if any management would do a better job, the industry is basically captured by Huawei who are backed very stron...

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    $FYI - PV-Tech Newsletter: US Edition - 10/10/2019 Some of todays articles; Bifacial loses US tariff workaroun...

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    Yes, it sounds as if Skyworks has the superior product but it is getting pounded with the penalty that US has hit Huawe...

  • Travis Johnson, Stock Gumshoe

    Yes, I do not expect Nokia or Ericsson to get a lot of business from China for building new 5G networks... though both o...

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    When I saw $5 stock and big player in 5G I immediately thought Nokia. Funny how Fessler comments about about them withou...

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    My understanding is Huawei adopted a different frequency in range of 3/4G from mmWave adopted by US, S Korea, and Japan...

  • Travis Johnson, Stock Gumshoe

    Indeed. Huawei, Ericsson, Nokia and Samsung make almost all the equipment and base stations, but there are also tower/s...

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    You miss an important point about how the US market is focused on high-frequency bands, which drives up cost while also ...

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    Qualcomm, Huawei, Samsung and MediaTek are the only 5G chip manufacturers in 2019. The only one of those companies that ...

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    One thing that is working in Inseego 's favor is the ban on Huawei. That is why INSG was able to return from MWC t...

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    $FYI - PV-Tech Newsletter: US Edition - 6/27/2019 Some of todays articles; WoodMac: Decarbonised US power needs...

  • Travis Johnson, Stock Gumshoe

    You can’t invest in Huawei, at least not on the equity side — they have used debt financing, so maybe you could lend...

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    I miss in this article Huawei as this is the elephant in the room which hardly gets mentioned. These three companies w...

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    Isn't FedEx on the Chinese government's 'companies under scrutiny' list (in retaliation to US' treatment of Huawei)?...

  • Travis Johnson, Stock Gumshoe

    You can thank the Huawei news for the slight recent recovery of NOK and ERIC, I expect. If the trade war keeps escalati...

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    Hi Travis, Have the manufacturing of the cell transmission units been identified as Qualcomm, and the only option excl...

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    Travis, I think you need to take a closer look at Poet Technologies who is working with Huawei, Global Foundries, Apple,...

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    yum yum, finally a global-investing.com pick on gumshoe. Nokia is Finnish and it bought the patent for Alcatel Lucent, w...

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    Nice research, i am digging deep on what the fuss is all about with 5G and what stocks are well positioned in the Commun...

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    Thank you Travis for another excellent review. I went to China recently and have been talking to some people there. N...

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