TOP 10 INTERNATIONAL STOCKS TO OWN DURING TARIFF WARS
1. $Taiwan Semiconductor Manufacturing(TSM)$
• The world’s largest pure-play foundry, producing 90% of leading-edge chips for AI, data centers & consumer electronics -- powering a $600B+ semiconductor supply chain.
• The sole provider of extreme ultraviolet (EUV) lithography, the backbone of advanced semiconductor manufacturing -- enabling a $400B+ global chip production market driven by AI, HPC & mobile computing.
• Driving China’s digital economy with cloud computing, logistics & e-commerce -- expanding across a $2T+ online retail & enterprise services market.
• Revolutionizing obesity & diabetes treatment with GLP-1 drugs like Ozempic & Wegovy -- addressing a $140B+ global market spanning metabolic disorders & preventative care.
• Dominating Latin America’s e-commerce & fintech landscape with an end-to-end ecosystem -- capturing growth in a $500B+ underpenetrated digital economy across retail, payments & logistics.
• Powering Southeast Asia’s digital revolution with Shopee (e-commerce), Garena (gaming) & SeaMoney (fintech) -- targeting a $200B+ digital services economy.
• Disrupting Latin American banking with a digital-first model -- scaling in a $400B+ consumer banking & credit market by eliminating legacy inefficiencies.
• Leading Southeast Asia’s super app ecosystem with ride-hailing, food delivery & digital payments -- tapping into a $180B+ urban mobility & fintech market.
9. $Global-E Online Ltd.(GLBE)$
• Solving the complexity of cross-border e-commerce by localizing pricing, logistics & tax compliance -- streamlining access to a $750B+ international direct-to-consumer retail market.
10. $NEBIUS(NBIS)$
• Providing AI-centric cloud infrastructure & scalable computing solutions -- positioned to support global enterprises in high-performance workloads across a $500B+ AI-driven cloud market.
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