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![samsolid57 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1241543417093451776.png) Sam Badawi [@samsolid57](/creator/twitter/samsolid57) on x 15.4K followers
Created: 2025-07-15 14:14:06 UTC

THESE STOCKS WILL BENEFIT FROM CHIP SALES TO CHINA

$20B of revenue not accounted for in the recent guide. This is very bullish not just for $NVDA, but also for all the picks-and-shovels plays and China names like $BABA $PDD $TCEHY and other companies in $KWEB ETF that will need additional components to build out full datacenter infrastructure.

$MU High Bandwidth Memory
$ASML Chip Manufacturing Equipment
$ALAB Connectivity for DGX Platforms (not directly with H20)
$MRVL $AVGO ASICs and Network Connectivity
$TSM Chip Fabricator
$AMD Compliments H20 stacks with other GPUs
$SNPS $CDNS Licensed software for designing chips

![](https://pbs.twimg.com/media/Gv54n3ibYAAb_Cb.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945124720875282517/c:line.svg)

**Related Topics**
[baba](/topic/baba)
[asml](/topic/asml)
[nvda](/topic/nvda)
[$asml](/topic/$asml)
[fund manager](/topic/fund-manager)
[$kweb](/topic/$kweb)
[$tcehy](/topic/$tcehy)
[$pdd](/topic/$pdd)

[Post Link](https://x.com/samsolid57/status/1945124720875282517)