2 Tech Stocks That Are Screaming Buys in April

Core Viewpoint - The stock market is currently experiencing significant discounts, creating potential buying opportunities for investors amid economic uncertainty and trade tensions [1][2]. Group 1: Market Context - Major stock indexes have declined due to weakening consumer sentiment and fears of an economic slowdown, exacerbated by President Trump's tariff plan [2]. - A trade war with China has escalated, leading to increased uncertainty for business owners and investors, despite a temporary pause in tariffs [2]. Group 2: The Trade Desk - The Trade Desk's shares have decreased by 64% from their all-time high, primarily due to a weaker-than-expected fourth-quarter earnings report and concerns over economic slowdown [4][5]. - The company, while not directly affected by tariffs, operates in an advertising sector sensitive to economic health, contributing to the stock's decline [6]. - Historically, The Trade Desk has shown resilience during advertising downturns, maintaining revenue growth of over 20% even when peers struggled [7]. - The stock is currently trading at a price-to-earnings ratio of 30, reflecting investor concerns about potential earnings declines, but it is considered undervalued given the company's growth trajectory [8]. - If internal issues are resolved, the stock is expected to perform well in the long term [9]. Group 3: Nvidia - Nvidia's stock has fallen 26% from its peak due to economic headwinds impacting its revenue growth, despite its leadership in the AI sector [10]. - The company is relatively insulated from tariffs, as "bare die" semiconductors are excluded, and it is likely to benefit from government support for domestic chip manufacturing [11]. - Demand for Nvidia's products, particularly in AI, is expected to continue growing, as evidenced by substantial investment interest in the sector [12]. - The stock trades at a forward P/E under 25, providing a margin of safety even if growth slows, positioning the company well to maintain its leadership in the AI revolution [13][14].