Short/Medium I would not be so sure, long term NVIDIA is a very strong buy imho.
Why not short term? Because of Trump, tariffs and the uncertainty that comes with it. While I would agree that tariffs really do not affect NVIDIA directly, the rational behind this is not reflected by the market at all. Logic is not used when people panic.
Why not short term? Because of Trump, tariffs and the uncertainty that comes with it. While I would agree that tariffs really do not affect NVIDIA directly, the rational behind this is not reflected by the market at all. Logic is not used when people panic.
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@Charmin tariffs might hit. Because they rely on a semiconductor chain with TSMC’s chips coming in from Taiwan. And on ASML from Holland also indirectly who deliver machines to TSMC. So supply and cost price of chips can become a factor.
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@Shell They *might* hit, I agree. But so far I do not see the impact. There is a chance the markets priced in too much of an impact.
The last trade war initiated by Trump went on for years, so there is a chance that we see lower trading. Then again: Trump ties his "success" highly to the stock market which has been pretty weak since he took office. I would not be surprised if he changed policies sooner than later to prop up the US stock market(s).
The last trade war initiated by Trump went on for years, so there is a chance that we see lower trading. Then again: Trump ties his "success" highly to the stock market which has been pretty weak since he took office. I would not be surprised if he changed policies sooner than later to prop up the US stock market(s).
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