5G stocks

Investing
43

Huawei is about a year ahead of Nokia and Ericsson. Also, they will be cheaper.

U.S. is nowhere close.

44

I don’t get what’s so difficult. 5G is a standard. It shouldn’t be difficult to design to the standard. Is the issue the amount of time it takes to create new fabs for the semiconductors?

45

Made on Mar 1. Since then, +35%.

XLNX, @manch’s favorite for 5G, plunges about 29%.

WS prefers T (+32% since Mar 1) and VZ (+10%).

46

I think T and VZ are yield plays vs falling interest rates. That’s why they are up. I see a lot of high dividend stocks hitting new highs.

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