While markets celebrate NVIDIA's recovery, two undervalued AI giants could capture explosive market share gains before mainstream investors catch on.
Trump's surprise reversal on China chip restrictions represents more than just a policy shift—it's a calculated opening move in what analysts call a potential "grand bargain" with Beijing. While NVIDIA celebrates its $15 billion revenue recovery, savvy investors are positioning in AMD and IBM as the political chess game creates unexpected winners beyond the obvious headline play.
If you thought the trade war was over…
Think again.
It looks like Trump is about to drop his final economic superweapon.
It's got nothing to do with tariffs…
But it could cause a $12 trillion market megashift…
And those who are positioned in time could pocket once-in-a-lifetime gains.
NVIDIA (NVDA) hit record highs after Trump's administration assured resumed H20 chip sales to China, potentially restoring $15 billion annually. However, this political pivot appears designed to leverage AI technology as a bargaining chip in broader US-China negotiations, with Commerce Secretary Howard Lutnick stating the goal is keeping Chinese developers "addicted" to American technology. Meanwhile, AMD (AMD) and IBM (IBM) are quietly capitalizing on the shifting landscape with superior performance metrics.
Trump's reversal marks a stark departure from Biden's "small yard, high fences" approach, with analysts speculating this chip diplomacy could precede a Trump-Xi summit around October's Asia-Pacific Economic Cooperation meeting. AMD also received Commerce Department assurances for China operations, while the company's MI355X processors offer 40% better cost efficiency than NVIDIA's B200 chips. IBM's enterprise AI focus positions it strategically as corporate adoption accelerates amid the political uncertainty.
It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
Treasury Secretary Scott Bessent expects to meet Chinese counterparts within weeks, with Trump seeking large-scale Chinese purchases of American goods to address trade deficits. This transactional approach could benefit multiple US tech companies beyond NVDA, particularly AMD with its $3.7 billion data center revenue base offering massive growth potential compared to NVIDIA's $39.1 billion. The political maneuvering creates conditions where smaller AI players could capture significant market share as negotiations unfold.
Commerce Secretary Lutnick's strategy to keep Chinese developers "addicted" to American technology while selling only second-tier products creates opportunities for companies like AMD and IBM to gain market share. IBM has quietly outperformed NVIDIA in 2025 returns despite minimal media attention, while AMD's smaller revenue base means modest market share gains could translate to explosive percentage returns. Major cloud providers are already deploying AMD chips for AI inference workloads, suggesting institutional adoption is accelerating.
Trump's use of AI chips as diplomatic leverage suggests technology policy will remain fluid, potentially creating volatility in sector leaders while benefiting diversified positions. AMD's smaller revenue base could amplify gains from both China recovery and domestic market share growth, while IBM offers stability during political negotiations. Institutional positioning may favor companies with multiple growth drivers beyond Chinese market exposure as the grand bargain strategy evolves. The political chess game creates conditions where early positioning in undervalued AI alternatives could benefit as competition intensifies and policy shifts reshape market dynamics.
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
Every time Elon launches a bold new venture, early investors have a chance to get rich. Forbes calls their plan "game changing" and X CEO Linda Yaccarino says "Buckle up." 41 states are on board already. This is only happening ONCE in history.
Musk's days in politics aren't over yet. Tech legend Jeff Brown believes Musk and Trump may be working on DOGE Phase 2, and this time it could cause a trillion market megashift. If recent market swings caught you off guard, see what could be next.
Nvidia CEO Jensen Huang recently said AI requires "100 times more" power. That means the best way to invest in AI right now has nothing to do with technology and everything to do with energy. One stock appears perfectly positioned to dominate.
MarketsAndPolitics.com a brand under Market Insiders Media dba, operates under the parent company Sandpiper Marketing Group, LLC. Please be advised that MarketsAndPolitics.com is not registered as an investment adviser or broker-dealer with the United States Securities and Exchange Commission or any state regulatory agency. We rely on the "publisher's exclusion" from the definition of investment adviser as set forth in Section 202(a)(11) of the Investment Advisers Act of 1940, as amended, as well as corresponding state securities laws. Consequently, MarketsAndPolitics.com does not offer or provide personalized investment advice. The information we provide is based on our opinions, statistical and financial data, and independent research of public information. Our materials are intended for informational purposes only, and no mention of a specific security in any of our content constitutes a recommendation to buy, sell, or hold that or any other security. Any information deemed to be investment opinion is impersonal and not tailored to the investment needs of any individual. Please be aware that MarketsAndPolitics.com does not promise, guarantee, or imply that any information provided through our websites, newsletters, reports, or printed material will result in profit or loss. We strongly encourage you to seek personal advice from your professional investment, tax, or legal advisors and to conduct your own due diligence and independent investigations before acting on any information we publish or making any investment decision. Only you and your professional advisors can determine the level of risk appropriate for you. Penny stocks, in particular, are inherently speculative investments, and you should be prepared to lose your entire investment. Employees, owners, and/or writers of MarketsAndPolitics.com may own positions in the equities, options, and/or securities mentioned in our content. However, no associated employees will intentionally engage in any transaction that directly or indirectly competes with the interests of our subscribers. MarketsAndPolitics.com may be compensated for publishing information about companies referred to in our reports, newsletters, and websites, and we provide full disclosure of such compensation. Furthermore, please note that any content marked as "Sponsor" may be paid for and is not endorsed or warranted by our staff or company. The content in our emails is for educational or entertainment use and is not a substitute for professional advice or an offer to buy or sell any securities. Neither the publisher nor the editors are registered investment advisors (RIA’s) and do not provide personalized counseling. Be sure to conduct your own careful research and consult with your advisors before taking any action based on our content. By opening our emails or clicking any links contained therein, you are reconfirming your opt-in status, which is part of your free subscription.
