NVIDIA shares were brutally bruised in the recent tariff-related turmoil. However, now as President Trump seems to have stepped away from the proverbial precipice, Lynx Equity expects NVIDIA to promptly return to its recent highs, accruing outsized benefits for its key supply chain partners – the provider of high-performance memory and storage solutions, Micron, and the retailer of servers and liquid-cooled AI racks, Super Micro Computer (SMCI). For the benefit of those who might not be aware, President Trump has now instituted a 10 percent baseline tariff for all major trading partners of the US except China, which is currently […]
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