https://x.com/TheStalwart/status/1923478556706807877
The stock market experienced significant volatility last month, with major indexes falling into correction territory after President Trump announced worldwide tariffs. The Nasdaq Composite briefly entered a bear market, declining 20% from its recent high. Seasoned investors viewed the downturn as an opportunity to buy top-shelf stocks at discounted prices.
https://x.com/TheStalwart/status/1923379189454962897
Nvidia, a key player in the AI revolution, saw its stock drop roughly 37% due to fears of slowing AI acceleration, export restrictions to China, and the impact of tariffs. However, the company’s impressive growth in fiscal Q4 2025, with revenue increasing 78% and EPS surging 82%, suggests that AI still has room to run. Broadcom, another important provider of AI infrastructure, offers semiconductors and software solutions across various industries.
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The company estimates that “99% of all internet traffic crosses through some type of Broadcom technology.” In fiscal Q1 2025, Broadcom’s revenue jumped 25% to $15 billion, while adjusted EPS climbed 45%. Amazon, the world’s largest online retailer, saw its stock fall nearly 31% following the tariffs announcement. However, the company has shown remarkable adaptability, with its cloud division, AWS, becoming a hub for AI and driving 63% of Amazon’s profits.
Shopify, an e-commerce platform, was hit hard by the tariffs, with its stock price plummeting more than 40%. To counter the threat, Shopify unveiled tariffguide.ai, an AI-powered tool that helps merchants adjust their product pipelines quickly.
Navigating market volatility for gains
Despite the challenges, Shopify’s revenue grew 27% year-over-year in Q1, and its operating income jumped 136%. The Trade Desk, an advertising technology company, experienced a 67% drop in its stock value between December and April. However, the company’s management team addressed its execution missteps, and growth reaccelerated in Q1, with revenue climbing 25% and adjusted EPS jumping 27%.
Investors looking to allocate $1,000 might consider e.l.f. Beauty and Crocs, two stocks that appear to be on sale. e.l.f. Beauty has shown impressive growth, with trailing 12-month revenue quadrupling over the past five years. The company’s biggest growth opportunities lie in international markets, which accounted for only 20% of its sales in fiscal Q3 2025 but grew 66% year-over-year.
Crocs, trading at less than eight times earnings, has consistently demonstrated its ability to grow and generate profits. The company anticipated $1 billion in full-year operating profit for 2025, even accounting for potential tariffs between the U.S. and China. Crocs’ brand popularity and the success of its Heydude brand make it an attractive investment option.
When investing $1,000, it’s essential to consider a mix of sectors, including tech giants, renewable energy, healthcare innovations, financial services, and consumer goods. Diversifying your portfolio can help balance the potential for high returns with the stability of more traditional stocks. By investing wisely, your $1,000 can grow significantly over time, contributing to your long-term financial health and security.
