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"Definitely" nothing, sideline first. Wait for the backlash. The question is how intense the trade war will be or whether attempts will be made to find joint solutions. Ultimately, I think that there will be companies that will be exempted from the tariffs or receive relief. One of the first is likely to be $AAPL due to the planned investments on American soil.
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I went shopping today at $SOFI and $WYNN.
$MELI I find them very interesting.
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In this case, it always helps me to look at the annual chart. For me, Spotify & MC, for example, are currently still very expensive - Spotify is even above the level of the small setback in March.
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