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Editor's Note: Nvidia's dramatic 15% stock plunge over just two trading sessions highlights the growing concerns over new U.S. tariffs targeting AI hardware imports. While a potential Mexican trade loophole offers a glimmer of hope, this situation underscores the broader vulnerability of tech giants to geopolitical trade tensions. With the stock now trading at its lowest valuation in nearly a decade, this could mark a significant turning point for the AI sector's market dynamics. A trusted partner has just released time-sensitive research that I believe warrants your immediate attention. Forget Nvidia, Buy this Elon Musk PartnerIn the last five years alone, shares of Nvidia have skyrocketed almost 2,000%. If you missed out on that boom, you now have a second chance with this little-known Elon Musk partner. It's more than 15 times smaller than Nvidia, which means there's a lot of upside potential. |
As Nvidia (NVDA) grapples with a 15% stock plunge over two trading sessions, a potential escape route through Mexico has emerged, offering hope to investors rattled by new U.S. tariff proposals. The semiconductor giant's shares have fallen amid broader market concerns about AI hardware import restrictions, yet analysts have identified a possible exemption that could significantly impact the company's future.
Bernstein's analysis reveals that approximately 60% of Nvidia's U.S. AI server shipments originate from Mexico, with another 30% coming from Taiwan. This geographic distribution might prove crucial, as products from Mexico could be exempt from new tariffs under the US-Mexico-Canada Agreement (USMCA). The company's specific product classifications under HTS codes 8471.50, 8471.80, and 8473.30 appear to align with USMCA compliance requirements.
The recent selloff has pushed Nvidia's stock to trade at approximately 20 times forward earnings, its lowest valuation in nearly a decade. The company's shares have declined 30% year-to-date, with half of these losses occurring since the tariff announcement. Despite the downturn, Bernstein maintains an "Outperform" rating, suggesting underlying confidence in the company's fundamentals.
Tech Pullback – or Tech Crash?
After kicking off its best year since 2009, the Nasdaq has begun to tumble – with Wall Street darling NVDA leading the fall. Now, millions of investors are left to wonder: Is this the beginning of the end of the AI bull market? But here's the tech investing story that isn't making headlines right now... Even as most tech stocks have faltered... including NVDA, TSLA, AAPL, and MSFT... One under-the-radar AI firm is going against the trend – and actually just hit a one-year high. Likely due to the fact that it recently inked a major deal with Meta Platforms – which could send $250 million in revenue into this company's coffers. But that's only one of many reasons why one 50-year Wall Street veteran is calling it his #1 stock of 2025. He returned to Wall Street to issue a massive AI prediction – including exactly what AI stocks to buy, and avoid, for the highest potential gains in 2025. Click here for the name and ticker, 100% free. YES, I WANT TO WATCH THIS NOW ➔Regards, Kelly Brown |
Freedom Capital Markets' Chief Global Strategist Jay Woods points to several technical indicators suggesting stocks are "near a bottom." The market currently trades below its 200-day moving average, while the VIX hovers around 49 - a level of volatility seen only during the 2008 financial crisis. Woods predicts a potential 5% market rally if tariff implementation faces delays.
The tariff situation extends beyond Nvidia, affecting other major players in the semiconductor space, including Advanced Micro Devices, Intel Corp., and Qualcomm. The White House has yet to finalize the tariff measures, leaving room for potential adjustments or exemptions that could reshape the competitive landscape.
As the market digests these developments, some analysts suggest the current volatility might present unique buying opportunities. With AI infrastructure demand showing no signs of slowing and potential tariff exemptions on the horizon, certain AI-focused companies trading at attractive valuations could offer significant upside potential for long-term investors.
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
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The markets just experienced their worst single-day decline since 2020 after Trump's sweeping new tariff announcement. The Magnificent Seven tech stocks alone have hemorrhaged more than $900 billion in market value within hours.
Gold prices just tumbled 1.4% after reaching an all-time high of $2,167.57 yesterday. This dramatic reversal coincides with President Trump's bombshell announcement of new "reciprocal tariffs" affecting nearly all U.S. imports from 180+ countries.
While headlines focus on job cuts, DOGE is quietly orchestrating something much bigger. A massive government AI infrastructure buildout is taking shape - and it needs to happen fast.
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