Crisis Creates Opportunity: My Top Picks In The Current Selloff

Apr. 10, 2025 11:41 AM ET, , , , , , , , , , 9 Comments
Hataf Capital
1.11K Followers
(21min)

Summary

  • Trump's new tariffs triggered a significant market crash, but I see this as an opportunity to buy high-quality tech stocks at discounted prices.
  • Despite market turbulence, the fundamental growth drivers remain intact, particularly in the technology sector, which continues to deliver robust profit growth.
  • My top investment picks all of which have strong competitive positions and are undervalued relative to their growth potential.
  • I focus on companies benefiting from the AI revolution, trading at attractive valuations, and maintaining financial flexibility for strategic investments regardless of market conditions.

panic selling

MCCAIG

By Alex Kim

The president announced on Wednesday last week that the U.S. will impose tariffs on countries at approximately half the rate that the White House has calculated those countries charge for U.S. goods. One of the countries most affected

This article was written by

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We bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We analyze both low-risk and selective high-risk plays that have the potential to outperform. Each investment idea is backed by thorough research and strategic foresight, aimed at helping investors navigate today’s complex markets and secure strong returns. Follow for sophisticated stock picks that blend innovation with high-upside potential.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOGO, AMD, NVDA, TSM, MSFT, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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