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5 EV Winners Of Trump’s Softened Stance On China Tariffs

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Donald Trump had a busy first day in office, revoking former President Biden’s executive orders and announcing new measures that continue to send shockwaves through multiple industries. One thing missing from his remarks was tariffs on China, something that was a big part of his election campaign.

Has Trump’s stance on China tariffs softened now? Is this a strategic move to tone down his aggressive stance on China in order to continue business relationships with the Asian country? We believe the President is intentionally taking a softer stance and this sentiment is echoed by Chinese stocks as well. We looked at some Chinese EV stocks that enjoyed a good day of trading in the absence of tariffs on China on Tuesday.

To come up with the list of 5 EV winners of Trump’s softened stance on China tariffs, we only considered stocks with less than a $25 billion market cap.

5. Li Auto Inc. (NASDAQ:LI)

Li Auto is a little-known but highly successful EV maker that could provide serious competition to the likes of Tesla and BYD. The company’s third-quarter deliveries were up 45% YoY, coming in at 152,831 vehicles. The sales grew at a growth rate of 28.4%.

The EV maker is also pursuing AI ambitions. It incorporates AI technology into its vehicles to achieve autonomous driving. Apart from that, it has serious ambitions in robotics and other AI technologies as well. The company’s investments in AI integrations in its vehicles give it a head start over competitors.

Li Autos stock is so undervalued that it trades just around one times sales. The obvious risk is that it is a Chinese stock and could become entangled in a trade war. However, when Trump didn’t double down on China tariffs on his first day in office, the stock went up by over 5%, signaling further upside ahead.

4. Niu Technologies (NASDAQ:NIU)

Niu Technologies manufactures scooters, bicycles, mopeds, and electric motorcycles in China. The company has a distribution network in 53 different countries, making it a strong global player despite its small size. It has a per-year production capacity of two million units.

The company’s growth within China continues to be impressive, with a growth rate of 12.5% for its scooters division. On the global stage, the company’s e-scooter sales grew by 17.5% in the third quarter. The company’s new line of scooters is available in the US and Europe and is poised to contribute significantly to its future growth.

The stock is down almost 50% from its October highs, presenting a good opportunity for investors hunting for multi-bagger stocks.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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