Author: Rich Duprey, Money Morning

With fears of a global supply crunch causing a frenzy, it’s irreplaceable role in the energy transition is turbocharging prices.

From a sector brimming with innovation and demographic tailwinds, its an undervalued breakout contender.

Its post-earnings dip makes now the perfect time to buy, getting in before the rest of the market awakens to this sleeping titan.

Here’s what a dramatic reversal of the Trump administration’s previously imposed export restrictions means for the company going forward.

A top-tier tech giant, it’s well-positioned to capitalize on the market’s bullish momentum while mitigating risks from trade uncertainties and economic contraction.