Nvidia: Beware Of Chip Tariffs On The Horizon, But Buy Fearlessly

Group 1 - NVIDIA's valuation has decreased by 25% due to concerns over Trump's tariffs and potential semiconductor-specific duties [1] - The "Liberation Day" tariffs announced on April 2, 2025, currently exempt semiconductors [1] Group 2 - Oliver Rodzianko is a recognized investment analyst specializing in technology, particularly in AI, semiconductors, software, and renewable energy [1] - Rodzianko focuses on companies with strong management and competitive advantages, typically holding investments for one to two years [1] - Plans to establish a family office and an independent asset management firm focused on a high-alpha black swan portfolio strategy are in the medium-term outlook [1]