Today, my portfolio has

Hensold $HAG (+6,5%)

Nvidia $NVDA (-4,49%)

overhauled

I would not have thought a month ago

Should maybe take some profits 🙄

$NVDA (-4,49%) the sound barrier of 100 euros today. If so, 90 euros is not far away. I think USD 97 is possible and realistic. Not today, but in the next few weeks. Then I would buy the dip.

$MRVL (-8,04%)

Marvel Tech could rise by 50% in the next few weeks.

$ELF (-0,32%)

Elf soon at 11$

$NU (-1,35%)

Nu Hold. at 8€. Limit order has been placed and should be triggered soon.

$NVDA (-4,49%)

69€ (without stock split)

$HIMS (-15,45%)

well below 20$.

$TSLA (-5,38%)

by the end of 25 at 1000$.

$RHM (+1,26%)

at the end of the war in the UA back to 500€

$MSFT (-0,47%)

395$ due to good management

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00:00:00 Trade war, tariffs, market environment

00:13:54 Bitcoin, Coinbase, strategy, Robinhood

00:39:50 PayPal

01:02:00 Nvidia

01:21:00 Tesla

01:44:00 SpaceX & Starlink

01:56:40 Hamburg election

Spotify

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Apple Podcast

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$NVDA (-4,49%)
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#starlink
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The Nvidia $NVDA (-4,49%) shares recovered after a sharp fall of 9% on Monday and rose by 1.7%. Despite the smouldering regulatory risks and the threat of tariffs, analysts remain optimistic. The new 25% tariffs on imports from Canada and Mexico and 10% on Chinese goods are casting a shadow over the markets. Even if semiconductors such as those from Nvidia are not directly affected, the associated price increase for data processing equipment that uses Nvidia's chips could impact demand for these products. A ray of hope in this situation is the news that Nvidia's partner Foxconn is building a large factory in Mexico for servers using Nvidia's Blackwell AI chips. Analysts from Citi, Bernstein and Wedbush see the current market situation as a real buying opportunity. Bernstein in particular emphasizes that Nvidia's sales in China account for less and less of total sales, which could mitigate the potential negative impact of future export controls.

In the US, the automotive industry is warning of drastic price increases of up to 25% due to the tariffs imposed by President Trump on imports from Canada and Mexico. John Bozzella, Executive Director of the Alliance for Automotive Innovation, makes it clear that all car manufacturers will be affected by these tariffs. These tariffs could significantly disrupt the integrated supply chain that has existed in North America for over 25 years. Many parts are transported across the border several times before they are finally assembled. Ford CEO Jim Farley has already warned of the devastating impact these tariffs could "tear a hole" in the US auto industry. The United Auto Workers welcome Trump's aggressive stance and see the possibility of tariffs being adjusted in April to help the working class. At the same time, the American International Automobile Dealers Association makes it clear that these tariffs could further drive up the prices of vehicles and parts.

Sources:

https://finance.yahoo.com/news/nvidia-stock-rebounds-from-mondays-9-decline-as-tariffs-weigh-on-the-market-144537791.html

https://finance.yahoo.com/news/automakers-warn-trump-tariffs-hike-173401779.html

So bought again

Anyone invested in US tech has not really had much fun in the last few days: falling prices, even price slides of >20 percent - that can make you feel uneasy, can't it?

I say: No, it doesn't make me feel different at all.

Why?

Because - at least for my position - nothing has changed. The company is the same, the figures are the same, the outlook is the same, the framework conditions are the same. The only thing that has changed is the panic on the markets. I'm sure that will subside. Just as it always does sooner or later.

Admittedly: Anyone who has "timed" the market can buy back much more cheaply and would have earned a lot. However, I don't believe in this strategy because it doesn't work in the majority of cases and the "could have, would have" argument only holds up in hindsight.

It is also important to note that I would not be nearly as relaxed about all tech stocks. There are candidates where I don't expect a turnaround so easily ($TSLA (-5,38%) , $MSTR (-0,42%) ). However, this is because the fundamentals were already "difficult" before and now look even worse (falling sales figures at Tesla, falling BTC price at Strategy).

I am curious to see whether we will see another price slide and am putting cash aside for this eventuality. Should $NVDA (-4,49%) were to hit EUR 80, I would immediately forget my ramblings from yesterday ("I'm not buying any more NVIDIA because the position is too big") and add another big tranche.

It remains exciting, so stay relaxed.