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Get my latest analysis at RiskHedge.com. This might include you though you may have invested money in these companies, or may have been working with one of them for years as an employee, or have consulted with them as an expert for a long time. . My research shows this should jump above $50 billion in the next two years as 5G ramps up.So no matter what happens with the stock market, a tidal wave of money is about to flow into Nokia and Ericsson.I'm a professional investor and the chief analyst at RiskHedge, a disruption research firm. Their stocks have gone nowhere over the past decade:But Nokia and Ericsson are two of the world’s only makers of 5G equipment. For some reason the CEOs of both Ericsson and Nokia have felt compelled to make public statements defending their 5G performance. Nokia alone controlled 50% of the cell phone market in 2007.Today it controls less than 1%. Nokia's share price dropped 5% on the day of its earnings update and has lost about 16% of its value in the last year. Nokia and Ericsson control 50% of the 5G infrastructure market, according to IHS Markit. If true, they allow Huawei to spy on Americans who use Huawei phones.Huawei is officially a private company. But the situation has reached its boiling point.President Trump is widely expected to sign an executive order outlawing Huawei products in America.Keep in mind, Huawei isn’t some rinky-dink company. Attendees look at telecommunications equipment manufactured by Nokia Oyj, Ericsson AB, Huawei View our interactive dashboard analysis on What’s behind Trefis? Nokia stock has climbed 20%.As the 5G rollout kicks into high gear, both stocks are low-risk, money-making opportunities.For example, Nokia sold around $20-billion worth of network equipment last year. Retaliating against Sweden-based Ericsson and Finland-based Nokia are not only irrelevant in the rising tensions between China and the US-led so-called “Five Eyes” alliance over Huawei, but also runs counter to China’s opening-up policies, Chinese officials and industry insiders noted. Nokia and Ericsson control 50% of the 5G infrastructure market, according to IHS Markit.There are only four major makers of 5G equipment and infrastructure in the world: Ericsson, Nokia, Huawei, and ZTE.As I mentioned, Huawei and ZTE are essentially banned from the Western world. It refused. In a piece headlined ‘Europe and 5G: Address the reality — not the myths’, Ericsson CEO Börje Ekholm (pictured) indicated he’s not happy with claimed rumours that his company is a bit limp when it comes to 5G. They must work with Ericsson and Nokia to get 5G up and running.The two companies recently won multi-billion-dollar 5G infrastructure contracts from Verizon and AT&T—the two largest US phone companies.In short, Nokia and Ericsson have been handed the giant 5G infrastructure market on a silver platter.When Nokia reported earnings two weeks ago, its network equipment sales shot above $6 billion for the first time in five years. See How It’s Powering New Collaboration and What-IfsLed by MIT engineers and Wall Street analysts, Trefis (through its dashboards platform dashboards.trefis.com) helps you understand how a company's products, that youLed by MIT engineers and Wall Street analysts, Trefis (through its dashboards platform dashboards.trefis.com) helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.