Declines of Nvidia (NVDA), Taiwan Semi (TSM) Will Prove Overdone in the Long-Term, Analyst Says

From Yahoo Finance: 2025-04-03 11:00:00

Wedbush analyst Bryson believes that the recent declines of Nvidia and Taiwan Semi will be overdone in the long term, despite short-term impacts from Trump’s tariffs. Both companies are expected to maintain their positions in the AI chip market and advanced chip production.

In the short term, chip makers face “demand destruction” due to increased product prices with chips. Companies with exposure to large data centers may fare better than those without. Analyst Bryson predicts a temporary negative effect on chip makers as a result of the tariffs.

Although Nvidia is a leader in AI chips, other AI stocks may offer higher returns in a shorter time frame. Investors seeking promising AI investments should consider alternatives to Nvidia. Bryson emphasizes that some AI stocks show greater potential for delivering strong returns within a shorter period.

For more insights on AI stocks, readers can explore the “20 Best AI Stocks To Buy Now” and “30 Best Stocks to Buy Now According to Billionaires” articles. This article does not contain any specific recommendations for investment opportunities and was originally published by Insider Monkey.

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