Trump-supporting investors are doubling down on these names as tariff war rages
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 11 2025
0mins
Should l Buy NVDA?
Source: MarketWatch
Investor Activity Increase: Despite the market turbulence caused by President Trump's tariffs, conservative investors are becoming more active, as indicated by a rise in account sign-ups on the Monorail investing app.
Monorail Insights: Monorail's CEO noted that this trend of increased investor engagement has been observed over the past few months.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.200
Low
200.00
Averages
264.97
High
352.00
Current: 175.200
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Massive Order Backlog: Huang noted that Nvidia had a backlog of $500 billion in orders for 2026, with an additional $500 billion projected for 2027, providing robust support for future revenue.
- Significant Revenue Growth: Nvidia generated $215.9 billion in revenue for the fiscal year 2026, reflecting a 65% year-over-year increase, demonstrating strong demand in the AI market and ample room for future growth.
- Reasonable Valuation: Despite its large market cap, Nvidia's forward P/E ratio stands at 21 times, which is an increase from last April's lows, suggesting that Nvidia's stock remains attractive amid ongoing earnings growth.
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- Successful Clinical Trials: The approval was based on the positive outcomes from the Rosella trial involving 381 patients, demonstrating the drug's efficacy in treatment and further validating the company's unique focus on cortisol modulation.
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- Potential Financial Risk: The LinkedIn post that McCormick allegedly supported references a verdict that could cost Musk up to $2 billion, a significant financial burden that could adversely affect Tesla's financial health amidst ongoing legal challenges.
- CEO Compensation Controversy: McCormick previously ruled that Musk's 2018 pay package worth $56 billion was excessively extreme, leading to a requirement for Tesla to rescind it, although the Delaware Supreme Court later reinstated the package, intensifying Musk's conflict with the court.
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- Customer Interest: Early customer interest in Arm Holdings' first product is rising, suggesting market recognition of its innovative technology, which could lay the groundwork for future sales growth.
- Market Outlook: With the increasing demand for high-performance processors in the tech industry, Arm Holdings is poised to secure a more advantageous position in the future market, driving long-term development.
- Investor Confidence: Investor confidence in Arm Holdings is strengthening, reflected in the stable performance of its stock price, which may attract more capital inflow to support the company's expansion plans.
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Nvidia's Future Growth Potential Remains Significant
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- Strong Order Backlog: Huang noted that Nvidia has a backlog of $500 billion in orders through 2026, with an additional $500 billion expected by 2027, demonstrating robust demand that supports continued revenue growth in the coming years.
- Significant Revenue Growth: Nvidia reported $215.9 billion in revenue for the fiscal year 2026, marking a 65% year-over-year increase, reflecting the company's dominant position in the AI market and strong market demand.
- Reasonable Valuation: Despite a market cap of $4.3 trillion, Nvidia's forward P/E ratio stands at 21, which is the lowest since last April, suggesting that the stock remains an attractive investment opportunity given its projected earnings growth.
See More
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- Strong Sales Outlook: CEO Jensen Huang expects Nvidia to achieve at least $1 trillion in sales from Blackwell and Vera Rubin chips by 2027, indicating the company's ongoing growth potential in the AI sector.
- Massive Order Backlog: Huang noted that Nvidia had a backlog of $500 billion in orders for 2026, with an additional $500 billion projected for 2027, providing robust support for future revenue.
- Significant Revenue Growth: Nvidia generated $215.9 billion in revenue for the fiscal year 2026, reflecting a 65% year-over-year increase, demonstrating strong demand in the AI market and ample room for future growth.
- Reasonable Valuation: Despite its large market cap, Nvidia's forward P/E ratio stands at 21 times, which is an increase from last April's lows, suggesting that Nvidia's stock remains attractive amid ongoing earnings growth.
See More
Corcept Therapeutics Receives FDA Approval for Lifyorli
- FDA Approval: Corcept Therapeutics' Lifyorli has received FDA approval for use in combination with nab-paclitaxel to treat platinum-resistant ovarian cancer, marking a significant advancement in the company's cancer treatment portfolio.
- Stock Surge: Following the FDA approval announcement, Corcept's shares soared nearly 20% in value on the same day, reflecting strong market confidence in the new drug's potential and boosting investor sentiment.
- Successful Clinical Trials: The approval was based on the positive outcomes from the Rosella trial involving 381 patients, demonstrating the drug's efficacy in treatment and further validating the company's unique focus on cortisol modulation.
- Future Growth Potential: CEO Joseph Belanoff emphasized that today's approval is just the first step, indicating that the company will continue to explore additional treatment options, with the potential for more FDA approvals in the future to drive long-term growth.
See More
Musk Seeks Judge Recusal in Tesla Lawsuits
- Judge Recusal Request: Musk's legal team is demanding that Delaware Court Judge Kathaleen McCormick recuse herself from two Tesla lawsuits, citing her perceived bias after supporting a LinkedIn post critical of Musk, which raises concerns about the fairness of the proceedings.
- Potential Financial Risk: The LinkedIn post that McCormick allegedly supported references a verdict that could cost Musk up to $2 billion, a significant financial burden that could adversely affect Tesla's financial health amidst ongoing legal challenges.
- CEO Compensation Controversy: McCormick previously ruled that Musk's 2018 pay package worth $56 billion was excessively extreme, leading to a requirement for Tesla to rescind it, although the Delaware Supreme Court later reinstated the package, intensifying Musk's conflict with the court.
- AI Competitor Issues: Among the two ongoing cases against Tesla, one involves allegations that Musk breached his fiduciary duties by starting a potential competitor in AI, xAI, with a $2 billion investment, which could further complicate corporate governance and strategic direction for Tesla.
See More
Micron Stock Declines Amid Broader Market Gains
- Stock Decline: As of 3:05 p.m. ET, Micron's stock price fell by 3.9% to $382.31, contrasting with the S&P 500's 0.4% and Nasdaq's 0.8% gains, indicating a divergence from the broader market's bullish momentum.
- Market Reaction: While the market is buoyed by hopes for a resolution to the Iran conflict, Micron's stock is pressured by sell-offs linked to a Wells Fargo research note and news of a competitor's upcoming listing, highlighting short-term challenges for the company.
- Technological Competition: Analysts from Wells Fargo noted that Google's new TurboQuant quantization method could soften demand for Micron's high-bandwidth memory chips, as it can compress large language model data significantly without accuracy loss, potentially impacting Micron's market share.
- Competitor Listing: According to Reuters, SK Hynix is preparing to list its stock on a U.S. exchange in the second half of the year, which, while not fundamentally affecting Micron, could divert investment away from it, introducing potential downside volatility in the near term.
See More
Arm Holdings' Near-Term Fundamentals Remain Solid
- Fundamental Analysis: Arm Holdings' near-term fundamentals are assessed as 'solid', indicating the company's stability and potential for growth despite a competitive environment.
- Customer Interest: Early customer interest in Arm Holdings' first product is rising, suggesting market recognition of its innovative technology, which could lay the groundwork for future sales growth.
- Market Outlook: With the increasing demand for high-performance processors in the tech industry, Arm Holdings is poised to secure a more advantageous position in the future market, driving long-term development.
- Investor Confidence: Investor confidence in Arm Holdings is strengthening, reflected in the stable performance of its stock price, which may attract more capital inflow to support the company's expansion plans.
See More
Nvidia's Future Growth Potential Remains Significant
- Optimistic Sales Forecast: CEO Jensen Huang stated at the 2026 GTC conference that Nvidia expects to generate at least $1 trillion in sales from Blackwell and Vera Rubin chips by 2027, indicating strong growth potential in the AI sector.
- Strong Order Backlog: Huang noted that Nvidia has a backlog of $500 billion in orders through 2026, with an additional $500 billion expected by 2027, demonstrating robust demand that supports continued revenue growth in the coming years.
- Significant Revenue Growth: Nvidia reported $215.9 billion in revenue for the fiscal year 2026, marking a 65% year-over-year increase, reflecting the company's dominant position in the AI market and strong market demand.
- Reasonable Valuation: Despite a market cap of $4.3 trillion, Nvidia's forward P/E ratio stands at 21, which is the lowest since last April, suggesting that the stock remains an attractive investment opportunity given its projected earnings growth.
See More
