NVIDIA stocks took a hard hit during recent tariff scares. They're expected to bounce back fast after Trump backed away from tougher trade rules. Lynx Equity thinks NVIDIA will return to previous high prices soon. This recovery should help companies like Micron and Super Micro Computer that work with NVIDIA. These firms supply important memory solutions and AI cooling systems.
Trump set up a 10% basic tariff for most US trading partners except China, which faces a massive 125% tariff. This setup will last about 90 days until America finishes trade talks with key partners. Car imports still face 25% tariffs, same goes for aluminum and steel products. China hit back with 84% tariffs on everything coming from America.
NVIDIA appears prepared for these challenges. Their AI servers use parts from outside America and are assembled in Taiwan, helping them dodge most US tariffs. China probably won't target NVIDIA with extra taxes because Chinese companies still need their products badly. Lynx Equity predicts NVIDIA stock could reach $140 per share. They also recommend Micron with a target price of $125 and Super Micro Computer at $60.
Trump set up a 10% basic tariff for most US trading partners except China, which faces a massive 125% tariff. This setup will last about 90 days until America finishes trade talks with key partners. Car imports still face 25% tariffs, same goes for aluminum and steel products. China hit back with 84% tariffs on everything coming from America.
NVIDIA appears prepared for these challenges. Their AI servers use parts from outside America and are assembled in Taiwan, helping them dodge most US tariffs. China probably won't target NVIDIA with extra taxes because Chinese companies still need their products badly. Lynx Equity predicts NVIDIA stock could reach $140 per share. They also recommend Micron with a target price of $125 and Super Micro Computer at $60.