Source: Finchat

$AAPL (+1.76%)

$MSFT (-0.72%)

$NVDA (-1.35%)

$GOOGL (-1.34%)

$AMZN (-0.36%)

$META (+0.27%)

$AVGO (-1.64%)

$TSLA (+0.65%)

$NFLX (+3.89%)

$AMD (-0.25%)

$TSLA (+0.65%)

According to Reuters, the extremely high US tariffs on goods from China are thwarting Tesla's plans. According to the report, parts are so expensive that production of the Cybercab robotaxi and the Semi articulated lorry has been put on hold for the time being.

Tesla relies on parts from China to build its vehicles. This is why the tariffs imposed by US President Donald Trump on Chinese imports are becoming a serious problem for the electric car manufacturer. According to insiders, the tariff conflict is already disrupting Tesla's production plans.

Imports of components for the Cybercab robotaxi and the Semi articulated truck have been suspended, a person with direct knowledge of the matter told Reuters news agency. This could delay the mass production of the eagerly awaited new models.

Tariffs climb to unimagined heights

According to the insider, Tesla was actually prepared to absorb the additional costs that would have resulted from the special tariffs of 34 percent on Chinese goods initially imposed by Trump.

However, the special tariffs were then increased to 84 percent and finally to 125 percent. As a result, the total tariffs - including the previously existing rates on Chinese goods - now amount to 145 percent. As a result, the delivery plans have now been put on hold.

According to the insider, Tesla wanted to start test production of the two models in October. Mass production was due to start in 2026.

Tesla did not respond to requests for comment. According to a report in the Washington Post, CEO Elon Musk had personally appealed to Trump to reverse the new blanket tariffs.

Tesla's sales figures have recently slumped worldwide. In the USA and other countries, there have also been demonstrations and attacks against the car dealerships of the e-car pioneer. Musk has been criticized in the US in particular for his role as an advisor to President Trump on controversial cuts to federal agencies. Due to Musk's closeness to Trump, Tesla is also seen as a target of retaliation against the USA for the punitive tariffs introduced by the president against several countries, including Canada.

https://www.spiegel.de/wirtschaft/unternehmen/us-zoelle-auf-china-importe-tesla-muss-offenbar-produktionsplaene-vorerst-stoppen-a-37fa2b59-7a5e-41c1-b115-c98e761bc22c

Moin moin. That's quite a rollercoaster with $TSLA (+0.65%) . Do you think things will continue here next week? When I look at the German news, it looks as if the company will soon be insolvent.

American news, on the other hand, is actually mostly positive.

Against the backdrop that Tesla could sooner or later be caught in the crossfire of a further escalating trade war between the USA and China:

How likely do you think it is that Tesla factories in China could be nationalized?

$TSLA (+0.65%)

So now TSMC is also facing 100 percent tariffs - which would $NVDA (-1.35%) would hit hard. Go ahead, dear Donald - then you'll send the put I bought today into the stratosphere.

And my $TSLA (+0.65%) -put will then also develop magnificently out of sympathy.

The resurgent debate about tariffs - particularly between the US and China - has the potential to cause considerable unrest on the markets in the short term. If new or stricter import tariffs are actually imposed, this will primarily affect companies with a high exposure to China or a high proportion of imports: classic examples would be tech stocks such as Apple, Tesla or Broadcom, but also consumer goods manufacturers such as Nike or Adidas, which have production facilities in Asia.

Geopolitically, this could further exacerbate the already tense situation: Trading blocs could become more detached from each other, which would slow down globalization in the long term and increase costs - keyword: "de-risking" instead of "decoupling".

In the short term, this could lead to further setbacks - especially for growth-oriented stocks with a global footprint. However, these setbacks can also offer opportunities. Because if the whole thing turns out to be a political negotiating tactic, as is so often the case, the markets could quickly turn again. Companies with a strong balance sheet, pricing power and a clear growth path in particular could then offer entry opportunities.

For the getquin community, the question is rather: do we sit this out, stubbornly continue with our savings plans - or do we make targeted use of the dips? In my opinion: If you take a long-term view, you should continue to invest - either adding counter-cyclically or sticking with it via a savings plan. Emotional selling has rarely been a good strategy.

$AAPL (+1.76%)
$AVGO (-1.64%)
$NKE (+4.23%)
$TSLA (+0.65%)

After this correction I have learned some valuable things that I would like to share with you ✍️.

1° The Market doesn't Care how Undervalued a Stock looks 📉

I have seen from my own experience how a company like $HPE (+1.68%) fell almost 20% in days even below its book value, making a correction almost as big or bigger than other +30% P/E companies.

2° It is always necessary to keep cash reserves 💵

We cannot predict what the market will do but if we have cash reserves we can take advantage when the market drops by 7, 8, 10 or 20%.

And that's precisely what will probably make us outperform in the long run 🚀📈.

3° Investing in Value is Better than Investing in High Expectations 💰>💸

Although my portfolio has fallen other companies with much higher P/E ratios have corrected much more companies like $SPOT (+3.13%)
$SOFI (+3.75%)
$TSLA (+0.65%)
$SHOP (+0.64%) and a long list have corrected up to 40-50%.

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+1.41%)

Alphabet $GOOGL (-1.34%)

Amazon $AMZN (-0.36%)

ASML $ASML (+0.02%)

Axon $AXON (-2.03%)

Cadence $CDNS (+0.52%)

Constellation Software $CSU (-0.67%)

Crowdstrike $CRWD (-0.45%)

Fair Isaac $FICO (+0.61%)

Hermes $RMS (-2.4%)

Intuit $INTU (+0.36%)

Intuitive Surgical $ISRG (+0.69%)

Mastercard $MA (+1.7%)

Meta $META (+0.27%)

Netflix $NFLX (+3.89%)

Microsoft $MSFT (-0.72%)

Palantir $PLTR (+2.14%)

Tesla $TSLA (+0.65%)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+0.85%)

Costco $COST (+2.66%)

Ferrari $RACE (+1.57%)

Moody's $MCO (-0.03%)

MSCI $MSCI (+0.94%)

Transdigm $TDG (+0.23%)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+1.78%)

Robinhood $HOOD (+1.71%)

Roblox $RBLX

Shopify $SHOP (+0.64%)

Spotify $SPOT (+3.13%)

The Trade Desk $TTD (+3.78%)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

Buy Nike shares now? + Tesla Semi becomes more expensive and is delayed + Bitcoin under strong pressure

Tesla $TSLA (+0.65%)Semi becomes more expensive and is delayed

• Tesla's truck will come onto the market even later than planned - and will also be more expensive, experts estimate.
• According to information from Ryder, a major Tesla customer, there will be further delays and significant price adjustments for Tesla's semi-truck.
• The transportation company applied to the California Mobile Source Air Pollution Reduction Review Committee (MSRC) for a 28-month extension for a pilot project with the Tesla Semi.
• Elektrek speculates that the underlying data could point to prices of 415,000 US dollars per vehicle.
• https://www.golem.de/news/produktions-und-kostenprobleme-tesla-semi-wird-teurer-und-verzoegert-sich-2504-195057.html

Nike $NKE (+4.23%): At rock bottom

• Given the recent antics of the Trump administration, the heated discussions around tariffs and the current hot-button issues, one might conclude that now is perhaps not the ideal time.
• But when you look at Nike's core economic and financial numbers, the question becomes quite relevant.
• Recall that over the past twenty years, Nike has quadrupled its revenue and operating profit, while net income has quintupled and dividend payouts have increased tenfold.
• The company has always had a solid balance sheet, with hardly any net debt to speak of, and yet has achieved an average return on equity of 28%.
• While some trendy brands such as Gucci or Puma are losing popularity, Nike remains a globally recognized and coveted symbol.
• Whether you are walking through the cities of the world or visiting sports fields and schoolyards, the brand with the swoosh is everywhere.
• https://de.marketscreener.com/kurs/aktie/NIKE-INC-13739/news/Nike-Am-Tiefpunkt-49540583/

Bitcoin $BTC (-0.6%)under heavy pressure

• There are rumors that Trump wants to abolish the capital gains tax on Bitcoin in the USA. This can be between 10 and 37% in the USA.

Monday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Naturgy Energy Group 0.60 EU
• McCormick 0.45 USD
• Edison USD 0.83

• Quarterly figures / company dates Europe
• 08:00 Shell Q1 Trading Update
• 18:00 Repsol Trading Statement 1Q
• No time specified: OMV Annual Report | Traton Pre-Close Call 1Q

• Economic data

08:00 DE: February Trade Balance Calendar and seasonally adjusted FORECAST: n.a. previous: +16.0 bn Euro Exports FORECAST: +1.3% yoy previous: -2.5% yoy Imports FORECAST: n.a. previous: +1.2% yoy

08:00 DE: Production in the manufacturing sector February seasonally adjusted FORECAST: -1.0% yoy previous: +2.0% yoy

11:00 EU: Retail Sales February Eurozone FORECAST: +0.4% yoy previous: -0.3% yoy

16:30 US: Fed Governor Kugler, speech on "Inflation Dynamics and the Phillips Curve"

17:00 EU: European Court of Auditors publishes report on EU funding of non-governmental organizations

18:30 UK: Bank of England, Citizens' Forum with member of the Monetary Policy Committee, Alan Taylor

21:00 US: Consumer Credit 2/25