Trump's 15% Tariffs Will Make Millionaires in 2026 (Here's How)

Opinions

NVDA (stock, NASDAQ)

The administration's targeted 25% tariff on advanced AI accelerators, including Nvidia's H200, is seen as a protective measure for domestic producers, positioning the company to benefit from the new trade strategy.

AMD (stock, NASDAQ)

The administration's targeted 25% tariff on advanced AI accelerators, including AMD's MI325X, is viewed as a protective policy for domestic producers, making the company a likely beneficiary.

WDC (stock, NASDAQ)

Considered at risk due to its significant China exposure, making it vulnerable to the shift in US trade policy and escalating tensions.

AAPL (stock, NASDAQ)

The end of broad, blanket tariffs means products like iPhones, manufactured in China, are losing tariff protections, potentially increasing costs and supply chain risks.

TSM (stock, NYSE)

As a major foundry manufacturer, TSMC is expected to benefit from the US policy shift that encourages building more semiconductor fabrication plants in America.

INTC (stock, NASDAQ)

Intel is positioned to benefit from the new US trade policy focus on increasing domestic semiconductor manufacturing capacity.

AMAT (stock, NASDAQ)

As a semiconductor equipment manufacturer, the company stands to benefit from increased investment in US-based chip manufacturing driven by new trade policies.

LRCX (stock, NASDAQ)

The company, a semiconductor equipment manufacturer, is likely to benefit from policies encouraging the construction of new semiconductor fabs in the US.

2317.TW (stock, TWSE)

As a major importer of Chinese consumer electronics (e.g., for Apple), the company is losing broad tariff protections, potentially increasing costs.

STX (stock, NASDAQ)

Identified as a hardware company with outsized China exposure, which puts it at risk as trade tensions become more targeted and potentially escalate.

SNDK (stock, NASDAQ)

Mentioned as being at risk because of its outsized China exposure, which is a vulnerability in the current trade environment.

KLAC (stock, NASDAQ)

As a semiconductor equipment maker, KLA is expected to benefit from the push for more domestic chip production resulting from the new tariff and trade strategy.

Topics

Trump's Tariffs and Trade Policy

Supreme Court Ruling on Tariffs

Investment Opportunities and Risks from Trade Policy

US-Taiwan Semiconductor Deal

Investment Opportunities from Trade Policy Changes

Supreme Court Ruling on Trump's Tariffs

Potential Market Winners and Losers from Tariffs

Shift in US Trade Policy to AI/Semiconductors

Trump's New Tariff Strategy (Section 122 of Trade Act)

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