23 days ago • Posted by William Ramstein

Big picture view of winners and losers related to Biden's $2 trillion plan

Capex is set to bounce with Biden's $2T plan. Robotic automation stocks from new industrial plants could bloom. Engineering firms will gain from increased demand for their services. Semiconductors, equipment, 5G infrastructure and broadband are set to see winners. R&D is not well supported by the plan's $23B (over eight years) budget but perhaps the private sector will compensate for that.

Source: BoA