Investing Opportunities in AI Stocks Amid Tariff Concerns

Investors seeking bargains may find Nvidia, Taiwan Semiconductor, and The Trade Desk appealing despite tariff worries. As AI remains a vital trend, focusing on discounted stocks could yield significant long-term benefits.

Date: 19-04-2025

AI Rating: 7

**Investment Focus Amidst Tariff Concerns** Investors are observing an interesting shift away from AI investing temporarily, with a new focus on tariffs coming into play. The report elaborates on three key stocks: Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (TSM), and The Trade Desk (NASDAQ: TTD). Tariffs present some uncertainty for the semiconductor industry, yet companies like Nvidia and TSMC are well-prepared to navigate this landscape efficiently.

The report highlights that Nvidia continues to meet requisite supply demands essential for AI functionality through its partnerships with TSMC, which produces crucial GPUs for AI applications. Nvidia's growth trajectory seems secure, especially as its GPUs remain a preferred choice in AI data centers, a sector that is seeing increased capital investments.

**Economic Insights on Tariff Impacts** Additionally, the current exemption of semiconductors from tariffs and the substantial investments by TSMC in domestic production facilities alleviate some immediate concerns about tariff implications. TSMC has committed $100 billion to enhance and expand its manufacturing capabilities in the U.S. This kind of proactive approach reduces potential tariff-related risks and supports its long-term profitability outlook.

**The Trade Desk's Strategic Position** On the other hand, The Trade Desk has encountered challenges due to its ongoing transition to a new platform, Kokai, which incorporates AI technologies. While it faced a revenue shortfall in Q4, it is still viewed as a long-term growth opportunity. The reported 30% drop in stock price reflects an exaggerated market reaction to these transitional hurdles. Given the projected massive growth in digital advertising and the increasing role of AI in optimizing ad spend, The Trade Desk holds potential for recovery.

**Conclusion** Overall, investors should be vigilant about the evolving landscape but also noticing the discounted valuations of these companies, which offer opportunities for savvy investors looking to acquire highly competitive stocks that remain integral to the AI ecosystem.

Stocks: NVDA TSM TTD