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XSW: Positioned for long-term growth amid AI and tariff shifts

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I am a value-oriented investor. Stocks rise and fall for many different reasons that we often cannot predict. Ultimately, it is the companies that have a strong competitive advantage and the ability to generate cash flow that prevail. Therefore, my investment focus is on looking for value stocks that generate cash flow with sustainable dividends and provide growth over time. I focus on analyzing large-cap dividend growth stocks, REITs, and ETFs. My goal is to provide a quarterly update and insight into the stocks I follow. Please check out the articles I have written and leave comments.

Analyst Disclosure: I/we have an advantageous long position in the shares of TSM, NVDA, either through equity ownership, options or other derivatives. I wrote this article myself and it expresses my own opinion. I receive no compensation for this (except from Seeking Alpha). I have no business relationship with any company whose shares are mentioned in this article.

I’m looking for Alpha’s disclosure: Past performance is no guarantee of future results. No recommendation or advice is given as to whether an investment is suitable for a particular investor. The views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, or U.S. investment advisor or investment bank. Our analysts are third-party authors, including both professional investors and individual investors, who may not be licensed or certified by any institution or regulator.

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