In today's video, you can find out all about the current customs conflict and the impact it is having on the global market leader $NVDA (-7,25%) has. The AI and chip industries have taken a significant hit in recent days.

In today's video, I'll show you what risks the Nvidia Group still faces and what potential there is. I also give you my reasons for buying Nvidia shares now.

https://www.youtube.com/watch?v=Dq9Vlo-4c2A

After the recent sell-off, the forward P/E of the Mag-7 stands at 21,7x and thus at the same level as in March 2020 (COVID-19) and January 2023 (tech crisis).

It will be exciting to see how the "E" in P/E will change in the coming months due to the current trade policy.

How low do they have to go for you to make them attractive?

$META (-4,44%)

$AMZN (-3,47%)

$AAPL (-6,8%)

$GOOGL (-2,74%)

$MSFT (-2,36%)

$TSLA (-9,97%)

$NVDA (-7,25%)

Next week it is better to invest in shares like $GOOGL (-2,74%)
$NVDA (-7,25%) or ETFs like $VWCE (-5,52%)
$VUAG (-5,33%) ?

So, now the overweighting of $NVDA (-7,25%) has probably paid off... 😅 but I'm actually in the red now.

Not nice to look at, but that's the way it is.

Well, I'll be 18 in 8 days and then I'll start buying more when I get some money back.

Don't forget: DON'T SELL!!!

I wish everyone else a lot of stamina! We can do it 📈📈

After analysis, bought again and increased the buyin to $SQ (-6,52%) , $AAPL (-6,8%) and $PYPL (-4,25%) lowered.

$TSLA (-9,97%) & $NVDA (-7,25%) Short run perfectly!

Tariffs hamper Big Tech in the US + Apple has to raise prices + E-prescription drives growth of online pharmacy Redcare + Puma replaces boss after disappointing results + Canada imposes counter tariffs on some vehicles from the US

Tariffs hamper big tech in the USA

$AMZN (-3,47%) / $NVDA (-7,25%) / $MSFT (-2,36%)

• The high import tariffs announced by US President Trump on technology equipment from Asia, including 34% on China, 32% on Taiwan and 25% on South Korea, could hinder Big Tech's multi-billion dollar AI infrastructure projects in the US, according to analysts.
• Project Stargate, a $500 billion data center project by OpenAI, SoftBank and Oracle, as well as AI investments by Microsoft, Alphabet and Amazon could be delayed or curtailed as a result.

Apple $AAPL (-6,8%)must raise prices

• Apple faces the choice of absorbing the additional costs or raising iPhone prices by up to 43% due to new US import tariffs of 54% on Chinese goods, according to Rosenblatt Securities.
• Even if Apple were to relocate production to Vietnam or India, it would have to raise prices by at least 30% due to tariffs of 46% and 26% respectively, according to Counterpoint Research.
• Goldman Sachs warns that far-reaching US tariffs will weigh on global growth and force the Federal Reserve to cut interest rates more aggressively than previously expected.
• Ashish Shah, Chief Investment Officer at Goldman Sachs Asset Management, describes this as a growth shock and a burden for US consumers.

E-prescription drives growth of online pharmacy Redcare $RDC (-2,11%)

• The online pharmacy Redcare Pharmacy grew strongly in the first quarter.
• The company continued to benefit from a strong increase in business with electronic prescriptions, particularly in Germany.
• According to a statement on Friday, the company increased its revenue by 28 percent year-on-year to 717 million euros, which was slightly above market estimates.
• In Germany alone, sales of e-prescriptions almost tripled to 108 million euros.
• This key figure is a particular focus for investors and analysts.
• At company level, it reportedly increased by almost 50 percent to 233 million euros.
• However, Redcare continues to generate the lion's share of its business with the sale of non-prescription products.
• Revenues here rose by almost a fifth to 484 million euros.
• The online pharmacy did not disclose earnings figures, but the earnings before interest, taxes, depreciation and amortization (EBITDA) margin "should be positive again," explained CFO Jasper Eenhorst.
• Redcare is "clearly on course" to achieve its annual targets.
• The company plans to publish its full quarterly report on May 6.

Puma $PUM (-2,41%)replaces CEO after disappointing results

• Following a recent disappointing performance, the sporting goods manufacturer Puma is making a change of boss.
• Arne Freundt is stepping down as CEO on April 11 "due to differing views on the implementation of the strategy", the company announced in Herzogenaurach on Thursday.
• The Supervisory Board has appointed Arthur Hoeld as the new Puma CEO from July 1, it said. He was responsible for global sales as a member of the Adidas Executive Board until October 2024.
• Matthias Bäumer, previously Vice President for the Teamsport segment, will also take over the position of Chief Sales Officer from April 1.
• Puma is currently experiencing a huge crunch: after a decline in profits last year, the Adidas competitor is also expecting falling results for 2025.
• Trade tensions, cautious consumers and strong fluctuations in exchange rates are weighing on the Swiss franc, which is massively lagging behind its local rival.

Canada imposes counter-tariffs on some vehicles from the USA

• Canada is responding to US President Donald Trump in the trade war and imposing counter-tariffs on certain vehicle imports from the United States.
• Ottawa will impose 25 percent import duties on all cars not produced under the North American trade pact USMCA, announced Canadian Prime Minister Mark Carney.
• The measures should cause maximum damage to the US economy, but spare the Canadian economy as much as possible.
• Carney emphasized that the United States was no longer a friendly partner for Canada and that the country would defend its interests and sovereignty.
• According to Carney, he had also spoken to the acting Federal Chancellor Olaf Scholz on the phone that morning.
• They discussed strengthening the "diverse trade relations" between the two countries.
• "In light of the crisis caused by President Trump's tariffs, reliable trading partners are more important than ever," Carney wrote on the X platform.
• Trump launched a trade war against neighboring Canada and Mexico shortly after taking office, but has withdrawn some tariffs several times.
• Although Canada was not mentioned in the latest announcements by the US government, tariffs already imposed on the country still apply.
• The Canadian automotive industry is particularly affected.

Friday: Stock market dates, economic data, quarterly figures

Stock market holiday in China and Hong Kong

• ex-dividend of individual stocks
• Aurubis EUR 1.50
• JPMorgan Chase 1.40 USD
• American Express USD 0.82
• Bristol-Myers Squibb USD 0.62

• Quarterly figures / company dates Europe
• 07:00 Sodexo half-year figures
• 11:00 Bawag Group AGM
• No time specified: Banco Santander AGM

• Economic data

08:00 DE: New orders February seasonally adjusted FORECAST: +3.5% yoy previous: -7.0% yoy

08:00 DE: Manufacturing Turnover February | Services Turnover January

08:45 FR: Industrial Production February FORECAST: +0.2% yoy previous: -0.6% yoy

10:00 EUECB Vice-President Luis de Guindos, speaks at Academia Europea Leadership Event

14:30 US: Labor Market Data March Employment ex Agriculture PROGNOSE: +140,000 yoy previous: +151,000 yoy Unemployment rate PROGNOSE: 4.1% previous: 4.1% Average hourly earnings PROGNOSE: +0.3% yoy/+3.9% yoy previous: +0.3% yoy/+4.0% yoy

17:25 US: Fed Chairman Powell, economic outlook speech

No time specified: UK: Governor of the Bank of England, meeting of the Financial Policy Committee

Now the shopping can begin