Apple, Nvidia, and the APAC in the Tariff Era

Join us for an engaging session where we will delve into the intricate landscape of the Trump Administration’s tariff policies and their specific implications for two of the most influential companies in the technology sector — Apple and Nvidia.

Melissa Otto, our head of Visible Alpha Investment Research,  will provide an in-depth analysis of Apple and Nvidia's exposure to the Chinese market under the tariff era, examining the trends in estimates and consensus valuations, and associated risks reflected in the numbers, as well as the broader market implications.

Don't miss the opportunity to engage in a Q&A session where your questions will be addressed by our experts.