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SN19
04-13

Tariff Relief: What’s Next for Apple & Nvidia?

The recent U.S. tariff exemptions have provided much-needed breathing room for global tech giants — but this is not the end of the story, just a reset.

Market Recap:

• Apple dropped ~20% after the April 2 tariff announcement but recovered to $198.15, still 11.5% below pre-tariff levels.

• Nvidia fell ~14.6%, then fully rebounded to $110.93 — back above its April 2 level.

Why the difference?

• Apple is still deeply tied to China’s manufacturing ecosystem. Even with exemptions, the underlying exposure hasn’t changed. Diversification is underway, but it’s a long road.

• Nvidia, meanwhile, benefits from global AI demand, and its core components received tariff exemptions. Clearance to sell AI chips to China further strengthens its position.

Looking Forward:

• Apple: Recovery is possible, but ongoing geopolitical risk may limit upside. Watch earnings, production shifts, and policy signals.

• Nvidia: Momentum remains strong. With macro headwinds easing and AI demand intact, it could lead the next leg of tech growth.

Bottom Line:

Tariff relief offers opportunity — but strategy must lead.

• Apple: Value, with lingering risk

• Nvidia: Growth, with global leverage

Trade wisely. The story isn’t over — it’s just shifting chapters.

$NVIDIA(NVDA)$ $Apple(AAPL)$

# Fed Keeps Unchanged: Are 3 Rate Cut Estimates Too Optimistic?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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historyiong
·04-14
Interesting insights
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thinorfat
·04-14
Great insights
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Even with exemptions, the underlying exposure hasn’t changed. Diversification is underway, but it’s a long road.</p>\n<p>• Nvidia, meanwhile, benefits from global AI demand, and its core components received tariff exemptions. Clearance to sell AI chips to China further strengthens its position.</p>\n<p>Looking Forward:</p>\n<p>• Apple: Recovery is possible, but ongoing geopolitical risk may limit upside. Watch earnings, production shifts, and policy signals.</p>\n<p>• Nvidia: Momentum remains strong. With macro headwinds easing and AI demand intact, it could lead the next leg of tech growth.</p>\n<p>Bottom Line:</p>\n<p>Tariff relief offers opportunity — but strategy must lead.</p>\n<p>• Apple: Value, with lingering risk</p>\n<p>• Nvidia: Growth, with global leverage</p>\n<p>Trade wisely. The story isn’t over — it’s just shifting chapters.</p><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;</body></html>","htmlText":"<html><head></head><body><p>Tariff Relief: What’s Next for Apple &amp; Nvidia?</p>\n<p>The recent U.S. tariff exemptions have provided much-needed breathing room for global tech giants — but this is not the end of the story, just a reset.</p>\n<p>Market Recap:</p>\n<p>• Apple dropped ~20% after the April 2 tariff announcement but recovered to $198.15, still 11.5% below pre-tariff levels.</p>\n<p>• Nvidia fell ~14.6%, then fully rebounded to $110.93 — back above its April 2 level.</p>\n<p>Why the difference?</p>\n<p>• Apple is still deeply tied to China’s manufacturing ecosystem. Even with exemptions, the underlying exposure hasn’t changed. Diversification is underway, but it’s a long road.</p>\n<p>• Nvidia, meanwhile, benefits from global AI demand, and its core components received tariff exemptions. Clearance to sell AI chips to China further strengthens its position.</p>\n<p>Looking Forward:</p>\n<p>• Apple: Recovery is possible, but ongoing geopolitical risk may limit upside. Watch earnings, production shifts, and policy signals.</p>\n<p>• Nvidia: Momentum remains strong. With macro headwinds easing and AI demand intact, it could lead the next leg of tech growth.</p>\n<p>Bottom Line:</p>\n<p>Tariff relief offers opportunity — but strategy must lead.</p>\n<p>• Apple: Value, with lingering risk</p>\n<p>• Nvidia: Growth, with global leverage</p>\n<p>Trade wisely. The story isn’t over — it’s just shifting chapters.</p><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;</body></html>","text":"Tariff Relief: What’s Next for Apple & Nvidia? The recent U.S. tariff exemptions have provided much-needed breathing room for global tech giants — but this is not the end of the story, just a reset. Market Recap: • Apple dropped ~20% after the April 2 tariff announcement but recovered to $198.15, still 11.5% below pre-tariff levels. • Nvidia fell ~14.6%, then fully rebounded to $110.93 — back above its April 2 level. Why the difference? • Apple is still deeply tied to China’s manufacturing ecosystem. Even with exemptions, the underlying exposure hasn’t changed. Diversification is underway, but it’s a long road. • Nvidia, meanwhile, benefits from global AI demand, and its core components received tariff exemptions. Clearance to sell AI chips to China further strengthens its position. Looking Forward: • Apple: Recovery is possible, but ongoing geopolitical risk may limit upside. Watch earnings, production shifts, and policy signals. • Nvidia: Momentum remains strong. With macro headwinds easing and AI demand intact, it could lead the next leg of tech growth. Bottom Line: Tariff relief offers opportunity — but strategy must lead. • Apple: Value, with lingering risk • Nvidia: Growth, with global leverage Trade wisely. 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