Good to hear the positive side of it.
Worrisome thing is : my community of say roughly 50 people sample (DelSur) has 25+ folks from qualcomm. This is 700-900K homes with Mello.
Now assuming best case of 4 people got impacted. 2 people keep homes for sale. Suddenly i see that inventory increases across community, across zip, so...
BTW Chinese buyers just took a beating on 40% in their stock markets.
Yes Illumina, fitbit, gopro are doing good. Not really intuit and broadcom.
Million Dollar pocket change markets are never impacted. ( La Jolla, RSF, DelMar ..). I am talking about worker bee homes ( 200K-300K income stream families)