Economists spent the influence on tariffs on the world economy, but investors should understand that these views are just optimized. Opinions based on the theory that can or cannot finish in the end, so more important is what is actually happening in the economy and in the markets today. In this case, the answer is clear, and this is increased for the largest names of technology sectors that can invest in the United States, and not far from it.
Companies, how Apple Inc. NASDAQ: AaplIN Oracle Co. NYSE: OrClAnd others decided to invest billions in their presence in the United States economy and production process. Now economists would suggest that tariffs could cause the opposite effect to quench these names from working with the United States. It’s just that the opposite happened, but one player, in particular, stands out in importance.
Taiwan semiconductor production NYSE: TSM He announced his last round of investment in the United States, at this time up to $ 100 billion, as well as a previous position of $ 65 billion. This is important because Taiwan Semiconductor owns more than 90% of the semiconductor supply chain, important for future artificial intelligence and, in fact, all other chips necessary in several industries.
Taiwanese semiconductor of the action: the potential of reckless
Now that the Taiwan Semiconductor shares have reached 80% of their 52-week maximum, investors may wonder if this gives a potentially good opportunity today. Although the expansion of their production presence in the United States is certainly optimistic, investors should not yet be too passionate.
Firstly, they must check with the markets and analysts Wall Stretge. To begin with, Barclays analysts decided to repeat their excess rating for Taiwan’s shares with semiconductor shares as of January 2025, this time also increasing their estimates to $ 255 per share. They require not only a new 52-week maximum, but also a pure rally of 38% of today’s price.
Faced with this increase in the increase and the significant result of this new investment in the United States, which can lead to additional institutional capital investments, investors can now note clear evidence indicating a reduction and surrender from short sellers.
Over the past month, up to 9% of the short interest of Taiwan of the semiconductor has decreased, since short sellers decide that this risk does not have a reward for today’s minimums. At the same time, when these short sellers abandoned their views, up to $ 9.8 billion. The United States also fell into the company in the last quarter.
Now that investors see the growth potential in the Taiwanese semiconductor after his last investment announcement, it is time to understand how this can affect the rest of the chips industry.
NVIDIA redemption time of $ 110 per share
This is almost as if the market knew that the Taiwanese semiconductor will announce positive news in advance from the moment of shares Nvidia Co. NASDAQ: NVDA At the bottom for the day up to 110 to 115 dollars per share and are now trying to restore their positions after the sale of up to 77% of their 52-week maxima.
NVIDIA shares forecast today
$ 171.69
55.16% growthModerate purchase
Based on 42 analysts rating
| High forecast | $ 220.00 |
|---|---|
| Average forecast | $ 171.69 |
| Low forecast | $ 102.50 |
Details of NVIDIA shares forecast
As of February 2025, the analysts of Cantor Fitzgerald also saw that Nvidia reserves were in an overweight rating. The shares order an estimate of up to $ 200 per share, calling for the estimated growth potential of 70.5% of where it is traded today.
Investors should also remember that what is good for NVIDIA is good for Taiwanese semiconductors, given that they are one of the largest suppliers and consumers of each other.
Despite the recent decrease in NVIDIA shares after receiving the benefit, bear merchants did not find the reason to stay away and continue to bet against this leader.
That is why over the past month, up to 11% of the short interest of the company has fallen, which gave investors another sign of bear surrender.
Intel discount can be erased
After the sluggish year, Intel NASDAQ: IntC Promotions are traded with gloomy 45% of their 52-week maximum, but this may not last long.
Intel stock forecast today
$ 26.88
29.49% growthReduce
Based on 32 analysts ratings
| High forecast | $ 62.00 |
|---|---|
| Average forecast | $ 26.88 |
| Low forecast | $ 20.00 |
Information about Intel shares forecast
Given how much the bull market is faced with investment changes in the production of chips and semiconductors of the United States, Intel can be the next in line to increase.
And there are more than just sentimental support for this belief. Investors can turn to the forecasts of income on Wall -Strithing for a promotion (EPS) for $ 0.16 in the fourth quarter of 2025.
This swing is a huge change from today’s pure loss in the amount of $ 0.02 per share, which also indicates a potential increase in the valuation in shares.
This can explain why UBS Asset Management decided to increase its assets in Intel shares by 8.2% as of February 2025, having reached its position by $ 1.3 billion today, or 1.5% of the company’s ownership.
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