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  • 2/4/2025
Nvidia’s Wild Ride: How Tlaora Sees Trump’s Tariff Play Unfolding

In this video, we explore the impact of potential Trump-era tariffs making a comeback and their effect on Nvidia, the global chip giant. From Silicon Valley to Guadalajara, the market is on edge, with whispers of tariffs stirring up fears. Nvidia’s chips, crucial for everything from AI startups in Mexico City to gaming rigs in Monterrey, could face a significant price hike of 15-20% if these tariffs go into effect, squeezing margins for local businesses already battling peso fluctuations.
But it’s not all doom and gloom—Nvidia could shift its strategy to Mexico’s manufacturing base, following in the footsteps of Foxconn’s established plants south of the border. However, the real question remains: will the Trump administration pull the trigger on these tariffs, or is this just political posturing? The market is watching closely, and the next move by the Federal Reserve could be a game changer.
Tlaora’s analysis dives into the risks, rewards, and uncertainties of this potential tariff play, and what it means for both the tech industry and the broader market. Don’t get too comfortable betting on the technicals—Mexico’s tax authorities are watching closely, and any hint of tariff evasion could bring consequences.
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