These chip companies can grow despite 'macro headwinds' such as the trade war, says analyst

The California-based AMD and Xilinx are still relatively large, boasting market values of roughly $33 billion and $27 billion, respectively. But compared with a $104 billion colossus such as Broadcom, which gets nearly half of its revenues from mainland China, according to Factset, they're well-positioned to grow despite geopolitical concerns, Wang said.

And while investors might assume that macroeconomic headwinds are a blanket concern for all companies, Wang offered a counterpoint. Wang's current focus is on global semiconductor companies racing to build cutting-edge chips for artificial intelligence applications, where the U.S. and China are neck and neck.

FastMoney jwangARK Suggestion..do Options Action on Wed ( more timely for trading) and do a weekly recap on last 30 min on Fri

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Trump’s trade war has cost the market trillions; we’ll get half back, says JPMorganThe summer months are so far delivering a lot of news for investors, and a lot of stress. Why not head to the beaches? J.P. Morgan’s quant superstar says... Let me know when that happens, thanks.🙄 Propaganda. The market was supposed to collapse if Trump was elected. I still haven't forgotten that Chicken Little, politicized prediction. Just admit that you can no longer do your job objectively. How much has China and Japan pirating our IP cost us
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