The threat of definitions waves on many companies because they make anything more expensive. If this is the only source of products, consumers or companies may adhere to them to wait for definitions in the hope of reducing them.
Moreover, if the products become more expensive in general due to the tariffs, they may reduce consumer confidence and cause low spending in all fields.
Many investors are concerned about this, which is why the stock market has been sold severely over the past week. However, I think three companies can overcome the storm caused by President Trump’s identification policies, and they appear to be strong after the sale.
Many companies (maybe) can appear on the other side of these definitions well, but I focus on artificial intelligence equipment suppliers, because these companies are more affected by customs tariffs. Nafidia (Nasdaq: nvda)and Taiwan manufacturing semiconductors (Nyse: tsm)And Broadcom (NASDAQ: AVGO) They are all suppliers of artificial intelligence supporters, and I think they will be fine amid definitions.
the reason? AI companies cannot live without device suppliers products. Nafidia makes Graphics processing units (graphics processing units) It is published in huge quantities to train artificial intelligence models and then run as soon as they are published.
Its graphics processing units and infrastructure that support them are the best in the game and have a few competition. If you include other competitors, they are also a source of parts outside the United States, so they are subject to the same NVIDIA concerns. With the importance of graphics processing units in the artificial intelligence race, the company will be fine.
Broadcom is in a similar work: it makes communication keys and custom speeds (which you call XPUS), among many other things, but it is expected that these two lines in particular will provide tremendous growth over the next few years.
Currently, only three XPUS companies use Broadcom, and by 2027, this section will follow a chance in the market from 60 to 90 billion dollars. However, four other customers get and run XPUS, which will add this opportunity. Given that revenues over the past 12 months reached a total of $ 54 billion, this will be a significant growth.
While there are some concerns about the customs tariffs of these two, pushing for the superiority of artificial intelligence is much greater. As a result, investors need to look at the short -term and realize that there are still a lot of long -term capabilities with NVIDIA and Broadcom.
Taiwan semiconductor (or TSMC for shortening) is a major resource for both of these two companies. None of them can manufacture chips, so they have to get somewhere, and TSMC is the best option available for high -end chips.
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