Chinese multinational that manufactures telecommunications equipment, smartphones, and enterprise networking products.huawei.com ↗
2 takes · first discussed Dec 19, 2025 · last Jan 10, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Sacks picks Huawei as his #1 biggest business winner of 2026, citing its partnership with SMIC to go deeper in the chip stack and firing on all cylinders in a way that will outperform Western expectations.
Friedberg names Huawei as his top pick to challenge NVIDIA in 2026, predicting that undisclosed lithography technology already in China will be deployed in Huawei fabs, making them the most likely near-term NVIDIA challenger.
Both Friedberg and Sacks are bullish on Huawei, each naming it their top pick for 2026, though their reasoning differs slightly. Friedberg, with high conviction, argues that undisclosed lithography technology already present in China will be deployed in Huawei's fabs, making it the most credible near-term challenger to NVIDIA in chips. Sacks, at medium conviction, focuses on Huawei's deepening partnership with SMIC to advance further down the chip stack, characterizing the company as broadly "firing on all cylinders" in a way he expects will exceed Western expectations. The two hosts agree on the bullish directional call but emphasize different catalysts — Friedberg highlighting secretive lithography advances, and Sacks pointing to the SMIC manufacturing partnership and overall operational momentum.
Sacks picks Huawei as his #1 biggest business winner of 2026, citing its partnership with SMIC to go deeper in the chip stack and firing on all cylinders in a way that will outperform Western expectations.
My number 1 is Huawei, which I've mentioned in the past out of China. I think Huawei's effort to partner with SMIC to go deeper in the chip stack. And they're just firing on all cylinders. I do think keep an eye on Huawei over the next year”33:05
Friedberg names Huawei as his top pick to challenge NVIDIA in 2026, predicting that undisclosed lithography technology already in China will be deployed in Huawei fabs, making them the most likely near-term NVIDIA challenger.
My early prediction for 2026 is Huawei, where I think that there is lithography technology that exists in in China that is not publicly discussed, that is going to be deployed in Huawei and all these fabs that they're building in mainland C”1:02:28