-85% p.a.
bt_headshoulder_aapl_returnopt
Introduction to our strategy no description yet Quick Summary Metric Value Return % p.a. -85 Days active 427 …
source: Motley Fool
tickers affected by this
| ticker | polarity | why? |
|---|---|---|
| AVGO | positively | The ticker AVGO, Broadcom, will be affected positively by the increasing demand for AI chips in the market. As AI technology continues to grow, driven by machine learning and cloud computing tasks, Broadcom’s AI chips will be in higher demand; making this stock a worthy investment. investors should consider Broadcom’s yearly increase of 77% in AI revenue to understand the positive outlook. |
| TTD | positively | The ticker TTD, which represents The Trade Desk, is likely to be positively affected by the increased adoption of AI in programmatic advertising. The Trade Desk’s innovative use of AI and machine learning tools positions it well to capitalise on the growing market, which is projected to reach $2.75 trillion by the end of the decade. Additionally, the current market correction presents a buying opportunity, as shares have declined significantly, offering a more attractive entry point for investors. |
our strategies and bots using these tickers
static-skfolio-nested-cluster-optimization , static-skfolio-max-sortino , bt_headshoulder_sharpeopt_mixed , newstrader
summary
Nasdaq Correction: AI Stock Opportunities Amid Trade War and Tariff Impact
Technology stocks have encountered a challenging period recently due to investor concerns over the tariff-induced trade war. This has led to a shift in preferences towards safer investments, causing tech stocks to lose ground. Investors are also apprehensive about potential increases in manufacturing costs due to the tariffs imposed by the Trump administration, which could negatively impact the future prospects of technology companies. The situation has led to a general risk aversion among investors, causing many to exit tech stocks. The nasdaq correction was primarily driven by the technology sector’s response to the AI-focused gains of the previous two years (2023 and 2024). Now, the Nasdaq Composite index has dropped 13% from its recent peak in December 2024. However, the sell-off in AI stocks also presents a valuable opportunity for savvy investors looking to capitalize on this market dip. Below, we profile two overlooked tech stocks that are poised to deliver significant long-term growth.
The Trade Desk: High Growth Potential in Programmatic Advertising
Shares of The Trade Desk, a leading player in the programmatic advertising market, have seen a steep decline of nearly 49% this year. However, this decline makes the stock significantly more attractive. Currently, The Trade Desk can be bought at 12 times sales, a significant discount compared to its price-to-sales ratio of 25 at the end of 2024. Mcro-economic factors and poor Q4 2024 results played a significant role in the drop, despite the Company’s strong long-term outlook. AI represents a massive opportunity within trade desk’s Protocol advertising market. This sector is expected to generate $2.75 trillion in revenue by the end of the decade, driven by the rise of AI and machine learning tools. Despite The Trade Desk’s near-term challenges, it offers investors the opportunity to strike while the iron is hot. The company’s innovative adoption of AI and growing programmatic advertising market position it well for future growth. Trading at an attractive valuation and opportunities to buy a programmatic advertising stock with limitless possibilities. This stock is definitely worthy of a place in your portfolio.
Broadcom: Intelligent Investment for AI Solutions
For investors searching for AI chip stocks, Broadcom stands out as an impressive option. The company is well-positioned in the AI market, with its AI chips in demand for cloud computing tasks. The company experienced a 77% year-over-year growth in AI revenue for Q1 2025, emphasized by exceed market expectations for AI. Additionally, Broadcom anticipates a $60 billion to $90 billion opportunity in the AI chip market, a significant surge from its current $16 billion target. Broadcom trades at 28x its projected earnings, competitive with Nasdaq-100. In addition, Broadcom’s enormous potential in the AI industry suggests that it will maintain strong growth in the coming years, making it an attractive addition to your portfolio. Investors heading into the year 2025 are recommended to take advantage of a discounted Broadcom offering, as the AI sector has much potential and should maintain impressive returns.
