These 3 AI Stocks Will Skyrocket in 19 Days (Don’t Miss Out)

We begin this evening's broadcast with the administration's latest move to ramp up the trade war. President Trump is imposing new tariffs. He says copper imports will soon face a 50% levy. Millionaires are made in moments like these, especially if we know when to be greedy and when to be fearful. That's the best way to get rich without getting lucky.

And in this post, I'll show you everything you need to know about President Trump's latest tariffs, the big, Beautiful Bill, and which stocks could win big as a result. Your time is valuable, so let's get right into it. First things first, I'm not here to waste your time, so here's everything I'm going to cover.

President Trump's new 50% tariff on copper, his new 25% tariffs on Japan and South Korea, the Big Beautiful Bill's tax credits for chip companies, and of course, which stocks I'm buying as a result.

Table of Contents

1. Introduction to Trump's Tariffs
2. The Big Beautiful Bill and Its Impact
3. Stocks That Will Benefit the Most

With so many huge new policies affecting the same stocks at the same time, I think this is a once-in-a-lifetime investing opportunity so let's walk through it all together earlier this week president trump announced plans to impose a 50 tariff on imported copper which sent copper prices to an all-time high the us is the world's fifth biggest copper producer only behind chile peru congo and china but in 2024 we still imported around 40 of the total copper we consumed copper is heavily used across the entire semiconductor industry not just in the chips themselves but in the machines making them, the networks connecting them, and the systems that cool them.

So, the goal of these tariffs is to boost copper mining, production, and processing in the US so that we don't need to rely so much on other countries for this critical computing resource. President Trump also sent letters to the leaders of 14 countries detailing another round of reciprocal tariffs, including 25% tariffs on Japan and South Korea.

In addition to copper, the semiconductor industry uses a lot of specialized materials components and equipment from both japan and south korea japanese companies like canon nikon panasonic and sony make parts for photolithography machines raw materials and chemicals used in etching and deposition for silicon wafers and the camera modules and sensors for tons of electronics and korean companies like samsung and sk hynix make more than half of the world's d-ram and flash memory combined not to mention processors microcontrollers and all of the end products that samsung ships around the world and just like with copper the trump administration's goals for these tariffs is to move more high-tech manufacturing to the u.s especially for memory chips advanced materials and semiconductor manufacturing equipment so taken together all these tariffs will send serious shock waves through the entire semiconductor industry which is bad news for chip manufacturers like tsmc intel and micron chip designers like nvidia broadcom and amd and major chip consumers like amazon microsoft google and apple but the good news is there's no way these tariffs will stick around in the first place like i said in previous videos these extreme announcements from the trump administration are negotiating tactics not u.s economic policy that's why they're always so aggressive and they target industries that are too difficult to relocate in the first place for example it takes an average of 29 years for a copper mine in the u.s to go from discovery to production that means if we found a rich copper deposit today it wouldn't start adding new copper to the market until 2054.

and since the copper industry can't just magically move to the u.s overnight there are only three possible outcomes here copper companies either absorb these new 50 tariffs by lowering their margins they pass these new added costs onto their consumers or the countries they in renegotiate new trade deals to get these tariffs lowered delayed or removed altogether And the same is true for Japanese and South Korean companies in the semiconductor supply chain.

Option 1 won't happen because we know that companies won't just take a huge cut to their profit margins and do nothing about it.

Option 2 won't happen either because higher copper and higher chip prices directly lead to more inflation, which President Trump can't support if he ever wants to see lower interest rates and that just leaves option three which is these tariffs will get lowered delayed or removed completely and that means much more upside for chip stocks than we previously expected but to figure out which stocks have the most upside we need to look at one more thing and that's the big beautiful bill by the way one thing i always get asked about is my research process and how i can cover so many stocks when so many news sources use clickbait headlines and put a spin on the truth My secret weapon is a platform called Ground News.

Ground News analyzes over 60,000 articles every day and rates each news source for political bias and factuality. For example, check out this story about Tesla‘s first driverless delivery in Austin. Right away, we can see 93 sources reporting on this story, with twice as much coverage from the left versus the right. And while most of them have a high factuality rating, there's some very clear bias here.

Introduction to Trump's Tariffs

Headlines from left-leaning sources show much more skepticism questioning tesla's achievement and framing it as a publicity stunt while sources on the right are celebrating it as a major milestone and their blind spot feed shows me which stories are being ignored by one side or the other knowing what isn't being talked about is just as important as what is these features save me a ton of time while keeping my facts straight and my research unbiased and right now ground news is giving my audience 40 off their vantage plan that's their biggest discount yet so go to ground.news slash tsy or click my link in the description to get unlimited access to every ground news feature for just five dollars a month all right so chip stocks are set to win big if these newly announced tariffs on japan south korea and copper imports don't stick but the biggest winners are the stocks that also benefit from the Big Beautiful Bill, which includes the most significant semiconductor manufacturing incentives since the Chips Act itself.

The Big Beautiful Bill and Its Impact

The latest version of President Trump's Big Beautiful Bill, which was passed by the Senate this past Tuesday, increases tax credits from 25% to 35% for companies that expand their advanced chip manufacturing in the U.S. by the end of 2026. A 40% increase in the tax credit rate for building new fabrication facilities dramatically improves the economics of these multi-year, multi-billion dollar investments. There are two important details in this part of Trump's big beautiful bill.

First, the tax credits are uncapped, which means there's no maximum dollar amount that a company can claim. And second, companies can make a direct pay election, which gives them the credit as an upfront cash payment from the Treasury instead of a tax reduction. These two features together essentially mean that the U.S. government is giving chip companies a 35% cash rebate on their chip production investments in the U.S. without any limits.

Stocks That Will Benefit the Most

So, between the provisions in the Big Beautiful Bill the proposed 50 tariffs on copper probably getting reversed and the incoming 25 tariffs on Japan and South Korea probably getting lowered here are the stocks that I think will benefit the most Let start with Applied Materials ticker symbol AMAT Jensen Huang made it clear that Nvidia's GPUs and accelerated computing in general would not exist without Applied Materials.

Applied Materials revolutionized the semiconductor industry by inventing fundamental chip processing tools. they make machines called epitaxial reactors, which apply different layers of materials onto semiconductors to change their electrical properties, like making certain areas more or less conductive before it becomes a memory device or a microprocessor. AMAT also makes chemical mechanical polishers, or CMPs, which use a special solution to smooth the layers applied by the epireactor.

Key takeaways from this analysis include:

• Applied Materials is a key player in the semiconductor industry
• Micron Technology has significant growth potential due to its low valuation and high demand for its products
• TSMC is a dominant force in the AI chip market and is expected to continue growing
• The Big Beautiful Bill provides significant incentives for chip companies to expand their manufacturing in the US
• The tariffs on copper, Japan, and South Korea are likely to be lowered or removed, benefiting chip stocks

And that's before accounting for the 50% tariffs on copper, which I don't think will stick, the 25% tariffs on parts coming from Japan and South Korea, which I expect to be reduced, or the tens of billions of dollars in extra tax credits that TSMC will receive thanks to the updated language in the latest version of the Big Beautiful Bill.

So hopefully this episode helped you understand some of the Trump administration's latest big announcements, the way they could impact the AI and semiconductor structure landscape and a few great stocks that could win big as a result and if you want to see even more great stocks that I think will win big make sure to check out this post next either way thanks for watching and until next time this is ticker symbol you my name is Alex reminding you that the best investment you can make is in TickerSymbol: YOU.