close
close

5 charged growth stocks that I bought during the stock market crash last month

  • President Trump's general introduction of global tariffs in the last month has sent a large part of the market into free fall.

  • Kluge investors regarded the far -reaching sale as a purchase option.

  • Each of these stocks formed a convincing opportunity and they are all still inexpensive.

  • These 10 shares could shape the next wave of millionaires ›

When President Trump announced the introduction of global tariffs last month, the reaction of investors was quick and serious. Each of the main market indices fell into the correction area, which was characterized by a decline of more than 10%. The sale was led by the Nasdaq Composite (Nasdaqindex: ^ixic)who briefly entered a bear market that was highly marked by a decline of 20% compared to its youngest.

Experienced investors know that market swings do not discriminate, punish good stocks and bad punishment and offer the opportunity to buy top shelf shares at reduced prices.

I viewed the downturn as an opportunity and plunged and hired about half of my available cash to perform some of my stocks with the highest convoke. Here are five that I bought.

Image source: Getty Images.

With the beginning of the revolution of artificial intelligence (AI) in early 2023 ,, Nvidia (Nasdaq: NVDA) Column its place as one of the most important technology companies in a generation. The graphics processing units of the company (GPUS) were already the industry standard for AI and quickly became the concern of improving data centers in order to meet the strict requirements of the generative AI.

Fears regarding the slowdown of AI acceleration, export restrictions in China and the effects of tariffs hit the chip maker hard and sent its stocks around 37%.

Nevertheless, I saw the sale as exaggerated. The full introduction of AI is expected to be well positioned for years, if not decades, and Nvidia to benefit from this secular tailwind. In his fourth quarter of the 2025 financial year (end of January 26th), sales of $ 39 billion increased by 78% compared to the previous year, while the result increased by 82% per share (EPS). These results suggest that AI still has space up and running.

After all, Nvidia with only 31 -fold forward gains is an attractive price, especially in view of its impressive growth rate.

When Nvidia is the king of Ai, Broadcom (Nasdaq: Avgo) Could be the queen. The company offers a variety of semiconductor and infrastructure software solutions that operate technology in the cables, mobile, broadband and data center. This brings the company to the pole position in order to benefit from the current wave of digital transformation. Broadcom estimates that “99% of all internet traffic crosses through some kind of Broadcom technology”.

However, it is the opportunity that notices the possibility of the data center, since the majority of AI processing occurs here. This makes Broadcom a critical provider of the AI ​​infrastructure.

The results speak for themselves. In his first quarter of 2025 (ended on February 2), Broadcom achieved sales that rose 25% to $ 15 billion, while adjusted EPS rose by $ 45%.

While Broadcom is currently selling a 35 -fold -forward profit, the company's consistent growth record and the great opportunities make the stock for a purchase.

As the world's largest online retailer, the announcement of the tariffs took out a bite Amazon (Nasdaq: amzn)drives by almost 31%. However, the story has shown that the company was remarkably sent to adapt its business to the change in macroeconomic and geopolitical situations and to position itself for future success. The most recent pivot point of Amazon Web Services (AWS) to become a center of AI, and the reaction of cloud growth is proof of its agile nature.

A person at a computer table takes notes.
Image source: Getty Images.

It is also worthwhile to point out that AWS is 81% of Amazon's turnover, but is responsible for 63% of its profit and the segment probably does not feel the pinch of tariffs. In addition, the width of the Merchant Base from Amazon offers the buyers numerous options to choose from – even if the temporary suspension of mutual tariffs expires.

After all, improving economic conditions could be a blessing for Amazon. And three times the next year, sales are a fair price for a company with so many options.

The threat of tariffs called for many stocks, but but Shopify (Nasdaq: Shop) was hit harder than most others. From the announcement of North American tariffs in mid-February to early April, the share price of the e-commerce platform fell by more than 40%.

Many Shopify merchants fell under the so-called “de Minimus exemption”, which made it possible to import goods that could be imported at $ 800 or less. This exemption was suspended at the beginning of the last month, a step that feared to devastate many of the smaller dealers from Shopify.

At the beginning of this month, Shopify Tarifguide.ai revealed to counteract this threat. This AI-driven tool offers tariff rates based on a product description and a country of origin with which dealers can make data-controlled decisions to adapt their product pipelines over a few days.

Despite the introduction of tariffs, small and large companies continued to rank of Shopify. In the first quarter, sales of 2.36 billion US dollars increased by 27% compared to the previous year, while the operating result rose by 136%.

Shopify's agility served the company well and enables him to comply with even in the most complex macroeconomic environments during ongoing operation. The share is currently selling for 15 times sales, and although this may seem expensive, this is far below the 10th average several of 22.

On the way to his fourth quarter, The trading switch (Nasdaq: TTD) Had a flawless success story about the discussion or over -the mood with their own instructions, and investors rewarded the company with a high rating. This came to a screeching standstill at the beginning of this year when the commercial switch not only missed the expectations of Wall Street, but also missed his own forecast and crater.

The decline was tightened by the following tariff-induced market losses. In fact, between the beginning of December and early April, the commercial switch relocates 67% of its value.

A brand of a good management team has its mistakes and takes steps to correct them – and that is exactly what the trade Desk did. During the company's earnings call in the fourth quarter, CEO Jeff Green said: “I would like to recognize in advance that we no longer have our own expectations as a stock corporation for 33 quarters.” He continued to quote a “series of small execution” and sketch the management plan to tackle these deficits.

Given the company almost A flawless track record that seemed to be too good to pass, so I added to my position. It turned out that my confidence in the management team of the commercial switch was justified. In the first quarter, growth reacted when the turnover of $ 616 million increased by 25%and that adjusted EPS rose by 27%.

The commercial switch is also too inexpensive, with a price/yield too wax ratio of 0.92 if a number of less than 1 indicates a undervalued share.

Do you ever feel that you have missed the boat when buying the most successful stocks? Then they want to hear that.

In rare cases, our experienced team of analysts A gives A “Double Down” Stock Recommendation for companies from which you believe you have a poping pop. If you fear that you have already missed your investment chance, the best time is to buy before it's too late. And the numbers speak for themselves:

  • Nvidia: If you invested 1,000 US dollars when we doubled in 2009, you have doubled. You would have $ 351.127!!*

  • Apple: If you invested 1,000 US dollars when we doubled in 2008, you have doubled. You would have 40,106 US dollars!!*

  • Netflix: If you invested 1,000 US dollars when we doubled in 2004, You would have 642,582 US dollars!!*

At the moment we are issuing “Double Down” ancient arms for three incredible companiesAvailable if you join Stock advisorAnd there may be no further chance so soon.

See the 3 shares »

*Stock consultant returns from May 12, 2025

John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the Board of Directors of the Motley Fool's Board of Directors. Danny Vena has positions in Amazon, Broadcom, Nvidia, Shopify and Trade Desk. The Motley Fool has positions in and recommends Amazon, Nvidia, Shopify and The Trade Desk. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

5 charged growth stocks that I bought during the stock market crash last month was originally published by Motley Fool

Leave a Comment