### Comment:
huawei uses custom in-house chips, QCOM is down because semis as a whole took a shit (with the rest of the market). i averaged down on my QCOM calls

### REPLY:
You're right, Huawei has moved on to in house ARM chips - but they still have lots of products with QCOM hardware inside. 
  
 The other factor are all the other Chinese hardware manufacturers that use QCOM, and speculation they'll be placed on the entity list. 
  
 I still think QCOM is golden, timing just may be a little tricky.

### END.