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Recent concerns over President Trump’s tariffs impacting earnings have particularly affected technology stocks, which often rely on foreign production. While an exemption for electronics has been introduced, uncertainty persists; however, established tech companies like Advanced Micro Devices (AMD) and Alphabet (GOOGL) remain well-positioned for long-term growth, especially in the AI sector. AMD’s data center revenue has surged, and Alphabet’s Google Cloud has experienced significant growth, making both companies attractive investments at current valuation levels.
