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- Apr 14 Short term tariff relief rally soon to fade?
Market
“Mag7 will still rule the short term trade over tariffs. Especially $AAPL which is too big to fail and $MSFT ( ▼ 1.95% ) or $GOOGL ( ▼ 1.48% ) - unlike $AMZN ( ▼ 1.25% ) which will suffer against the near term tariffs on eCommerce products” 😊 😋
Mid day the markets were up on “Why not”?
The weekend news was about tariff relief to semiconductor sector products especially $AAPL ( ▼ 2.4% ) and some other $NVDA chips and parts. That was negated again at 8 am per the fake news rally that the relief was fake. This was negated again by Howard Lutnick from the government. At this point, stay safe and dont make dramatic moves.
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Insights from the portfolio
Video of the day
Today’s video is on Symbotic $SYM ( ▼ 2.55% ) the robotics and retail fulfillment company.
