Trump Tariff Stocks To Buy: 5 Hidden Winners In The Trade War

There’s been intense speculation about what Trump tariff stocks to buy and how these escalating trade war policies could dramatically reshape the investment landscape for America’s most established companies. Many of Wall Street’s heavyweight corporations have complex international operations deeply entwined with emerging markets like China and established trading partners.

However, beneath the surface of apparent market turmoil, a select group of companies stands positioned to capitalize on these seismic trade policy shifts. Tariffs are creating unexpected tailwinds for certain stock sectors of the domestic economy by promoting American manufacturing and reshoring initiatives.

Some businesses are discovering hidden advantages in this new environment.

Particularly intriguing are several under-the-radar players that have strategically positioned themselves ahead of these policy changes. Manufacturing companies with predominantly domestic supply chains, specialized industrial firms, and certain regional players have become increasingly attractive investment opportunities.

Ready to discover these hidden stock market gems, those Trump tariff stocks to buy?

Let’s dive in!

Trump Tariff Stocks to Buy #1: Kroger ($KR) 

If president-elect Donald Trump proposed tariffs pass through, Kroger is our stock pick #1 and one of the best stocks to buy during tariffs war. The company’s domestic-focused business model and essential consumer staples positioning make it particularly resilient to international trade disruptions while benefiting from increased consumer spending power and economic stimulus measures.

Think about the businesses that consistently serve American households regardless of economic conditions – these “Main Street champions” include supermarket chains, regional retailers, domestic suppliers, and local service providers.

With potential advantages from domestic-friendly policies, reduced regulatory burdens, and the non-cyclical nature of consumer staples being in demand year-round, Kroger stands to be one of the best stocks to watch in the trade war.

Now…

What’s more interesting is when using the logarithmic chart for stock ticker $KR, historically we can see that once previous all-time high prices were breached the stock price never locked back – that level turned support. The previous all-time high of $42.75 is now the line in the sand to the downside while the upside basically is unlimited.

Trump Tariff Stocks to Buy #2: $CRWD 

CrowdStrike Holdings ($CRWD) emerges as our second pick among Trump tariff stocks to buy, representing a prime example of technology sector resilience in uncertain trade environments.

Certain technology subsectors will remain fundamentally shielded from protectionist policies, especially companies specializing in software, cybersecurity, digital platforms, and cloud-based service delivery mechanisms.

Whether focusing on software-as-a-service, internet infrastructure, digital communications, or advanced technological platforms, CrowdStrike represents a strategic investment positioned to thrive amid complex global trade dynamics.

The Elliott Wave sequence confirms that CRWD is only at the start of its bullish cycle, currently wave III being in progress which naturally is considered to be the biggest price extension in the 5-wave cycle.

Trump Tariff Stocks to Buy #3: TESLA $TSLA

The landscape for Trump Tariff Stocks to Buy has shifted dramatically since the last trade war, making Tesla ($TSLA) an unmissable addition to our strategic investment picks for tariff stocks to invest in 2025 and beyond. Tesla’s remarkable positioning in the market has been significantly enhanced by the evolving Elon Musk’s friendship with Trump, driving the stock up nearly 40% since January.

This impressive stock price surge has pushed Tesla’s market capitalization to over $1tn, surpassing previous records, while simultaneously boosting CEO Elon Musk’s personal wealth by an estimated $60 billion through his significant ownership stake.

Investors are increasingly optimistic that a potential Trump administration might adopt a more favorable stance toward Tesla’s innovative technologies, particularly regarding autonomous driving regulations and safety oversight.

The strategic alignment between Trump’s business-focused policies and Musk’s industrial vision could prove particularly advantageous for Tesla’s global operations, especially concerning its substantial manufacturing presence in China.

Despite expectations that traditional EV incentives might face reduction under a Trump presidency, this could actually strengthen Tesla’s competitive advantage as the established market leader, making it more challenging for emerging competitors to gain ground.

Since being publicly listed TESAL stock price has exhibited a classical base-rally pattern which consists of a consolidation period followed by an impulsive bullish run. The rally-base-rally trading strategy works best with bullish trend continuations, and as we speak TESLA is poised for the next impulsive bullish run once a breakout above $414 occurs.

Trump Tariff Stocks to Buy #4: Nucor Corporation ($NUE) 

Nucor Corporation is our 4^th pick as the best Trump trade war investments. Nucor is America’s largest steel producer and North America’s largest recycler. Nucor has strengthened its market position by announcing a strategic expansion with its new manufacturing facility in Lexington, North Carolina.

When it comes to domestic steel production, Nucor maintains an impressive market leadership with total assets exceeding $35 billion, operating 25 state-of-the-art facilities that produced over 20 million tons of steel products in 2024.

Historical precedent suggests Nucor could benefit significantly if Trump’s previous protective trade policies for domestic steel manufacturers are reinstated or expanded.

NUE’s long-term price action demonstrates a robust bullish trajectory that shows remarkable strength. The stock continues to exhibit a textbook stair-stepping candlestick pattern, with each consolidation phase followed by upward breakouts. This classic technical formation suggests NUE is perfectly positioned for its next upward thrust, as it maintains its methodical climb higher.

Think of it as climbing a well-built staircase – NUE takes a step up, rests on a landing (consolidation), and then continues its ascent. 

Trump Tariff Stocks to Buy #5: Bank of America (BAC) 

Bank of America is our last pick for the best stocks to buy amid tariffs. A potential Trump presidency could significantly benefit financial institutions, particularly through proposed regulatory reforms and a more favorable banking environment – which is mega bullish for bank stocks.

Commanding an impressive $3.3 trillion in assets, Bank of America maintains its position as America’s banking powerhouse and stock market leader. The stock has surged approximately 40% YTD amid market anticipation of potential policy shifts, showcasing remarkable strength despite its traditionally stable market correlation.

Technically, BAC is still trading shy below its all-time high price of $55 and inside an upward logarithmic channel. A breakout above the $55 resistance level and the middle of the log channel can potentially accelerate the upside momentum.

 Final Words

While no investment strategy is without risk, our carefully selected lineup of Trump tariff stocks to buy – Kroger, CrowdStrike, Tesla, Nucor, and JPMorgan – share key characteristics: domestic focus, market leadership, and resilience in the face of a trade war.