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]

Group 1 - TSMC announced an additional investment of $100 billion in advanced semiconductor manufacturing in the United States, building on its ongoing $65 billion investment [1] - The expansion reflects TSMC's commitment to enhancing its manufacturing capabilities and supporting the growth of the semiconductor industry in the U.S. [1] Group 2 - The investment analyst Oliver Rodzianko specializes in the technology sector, focusing on AI, semiconductors, software, and renewable energy [1] - Rodzianko employs advanced risk-mitigation strategies and aims for significant annual returns on investments, with expectations of 30% or above for value trading [1]