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3 Stocks of Artificial Intelligence (AI) that can time tariff Storm President Trump Trump


The threat of tariffs is converted to many companies because they import everything more expensive. If this is the only source for products, then consumers or companies can be withdrawn in the purchase that they are waiting for tariffs in the hope that they will be reduced.

Furthermore, if the products become more expensive generally because of the tariff, it could reduce the confidence of the consumer and cause the consumption to fall over the board.

Many investors are worried about this, which is why the stock market has sold so hard over the last week. However, I think three companies could cause the chairman of Trump’s tariff policy, and each looks like a strong purchase after a sale.

Many companies could (and probably want) become on the other side of these tariffs quite fine, but I focus on the suppliers of AI hardware, because these are the companies most influenced by the tariffs. Nvidia (NASDAQ: NVDA),, Taiwanese semiconductor product (Nyse: tsm)and Broadco (Nasdaq: Avgo) All key suppliers for AI hyperscalers and I think they will be fine in the middle of the tariff.

Reason? Large AI companies cannot live without a hardware supplier products. Nvidia is making Graphics processing units (GPU) which are arranged in huge amounts for training of AI models and then managed by one distributed.

His GPUs and infrastructure that support them are the best in the game and have little competition. If you include other competitors, they also sources of parts outside the US, so they are subject to the same fears as Nvidia. Considering how vital GPUs are for AI race, the company will be fine.

Broadcom is in a similar job: it makes switches for connecting and adapted AI accelerators (which he calls XPU), among many other things, but it is expected that these two product lines will provide huge growth over the next few years.

Currently, only three companies use Broadcom -Ove XPU, and by 2027, this division will take a market opportunity of $ 60 to $ 90 billion. However, four more customers get and trigger their XPUs, which they will add to this occasion. Given that the revenue in the last 12 months was $ 54 billion, that would be a huge growth.

Although there are some fears focused on the tariffs for the two, the pressure on the superiority is much greater. As a result, investors must go through the short term and realize that there is still a ton of long -term potential with Nvidia and Broadc.

Taiwan Semiconductor (or in short TSMC) is the main supplier of both of these companies. None of them can actually produce chips, so they have to get them from somewhere, and TSMC is the best option available for top chips.



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