$Apple(AAPL)$ Apple of the Eye... Back in Focus? 🍎👁️ Remember that market earthquake? Apple's stock, usually the apple of every investor's eye, took a sharp dive after the tariff announcements. We saw a shocking 19% plunge in three days, a freefall not seen since 2001. Shares tumbled from $223 to $175, erasing $700 billion in market cap. Even with some recovery, things looked shaky. But here's the game-changer: Trump's decision to exempt electronics, including smartphones, from the tariffs. This significantly alters the landscape for Apple. Why is this crucial? Because the primary fear driving the stock's decline was the potential for tariffs to drastically increase production costs, impacting iPhone prices and dema
Apple of the Eye... Back in Focus? 🍎👁️ Remember that market earthquake? Apple's stock, usually the apple of every investor's eye, took a sharp dive after the tariff announcements. We saw a shocking 19% plunge in three days, a freefall not seen since 2001. Shares tumbled from $223 to $175, erasing $700 billion in market cap. Even with some recovery, things looked shaky. But here's the game-changer: Trump's decision to exempt electronics, including smartphones, from the tariffs. This significantly alters the landscape for Apple. Why is this crucial? Because the primary fear driving the stock's decline was the potential for tariffs to drastically increase production costs, impacting iPhone prices and demand. With this exemption, that immediate threat is largely mitigated. Now, let's revisit t
Did You Regret Not Selling Your NVIDIA When It Hit $153? I Half Did—But Here’s Why I Loaded More Instead. When NVIDIA flirted with $153 back in November 2024, I won’t lie—I was tempted to sell. Maybe you were too. The gains were insane, and who doesn’t like locking in profits? Fast forward a few months, and things took a wild turn. Prices sank below $90, and it felt like the air got sucked out of the market. Did I regret not selling earlier? Half yes. But more importantly—I saw an opportunity. If you’ve been following my earlier take on NVIDIA (read it here), you’ll know I’ve been bullish for a while. The fundamentals are still rock solid, and this correction? It’s just that—a correction. So when NVIDIA dropped into the $80s, I snapped up more. Why? Let’s look at the context: Price perspec
Like a marathoner pushing through the unpredictable highs and lows of the course, I’m not sprinting to sell—steady and focused, running the race for the long-term finish line.
$S&P 500(.SPX)$ Navigating the Current Market Turbulence: A Few Thoughts We're seeing significant market volatility driven by escalating tariff tensions. It's important to acknowledge that these "tit-for-tat" exchanges between governments could persist for a couple of months, creating ongoing uncertainty. However, it's also worth noting that President Trump, a seasoned businessman, often employs a strategy of starting from a maximal position before negotiating concessions. Remember his 2015 tweet: "If the Dow Jones ever falls more than 1000 'points' in a Single Day the sitting president should be 'loaded' into a very big cannon and Shot into the sun at TREMENDOUS 1 SPEED! No excuses!" While that was years ago, it hints at his sensitivity
$NVIDIA(NVDA)$ Let's talk about the elephant in the room: tariffs. The US-China contestation is undeniably putting pressure on NVIDIA's overseas revenue. Here's a quick breakdown: - Increased Costs: Reciprocal tariffs of 32%-34% on imports from Taiwan and China are driving up production costs, notably for materials like aluminum and steel used in data center hardware. -Revenue Decline Risk: China, a significant market (up to 20% of NVIDIA's sales), faces retaliatory tariffs and potential export restrictions on key AI chips like the H20. This poses a serious risk to NVIDIA's market share. -Supply Chain Vulnerability: Tariffs on Taiwan threaten NVIDIA's reliance on TSMC, potentially disrupting its ability to meet global demand. These are