To The Moon

"Trump Tariffs" Are Back?! I Bought the April Dip—Would You Dare Again? 📉📦💡

Here we go again—tariffs are back in the headlines, and markets are reacting. According to Bloomberg, Trump is preparing a fresh round of broad-based tariffs that could impact a huge chunk of imports. This time, it’s not the classic country-specific shock—we’re talking about a blanket-style approach that might be harder to challenge in court, but just as disruptive.

If you were in the market back in April, you’ll remember the jitters. I certainly do. That week, sentiment cratered, tech names got whacked, and headlines screamed uncertainty. But under the surface, I saw something else: opportunity.

💡 On April 18, I added exposure to $NVDA and $SPY during the tariff-fueled selloff. Why? Because the fundamentals didn:t change—AI demand was still white-hot, and S&P 500 earnings were coming in stronger than feared. It was classic overreaction by the market. Guess what? That dip didn:t last long.

Let me break it down:

$NVDA: The chipmaker dropped nearly 5% in a day. But tariffs weren’t targeting AI innovation—they were about optics. I viewed it as a mispriced fear event.

$SPY: Broader market exposure gave me cover while still capturing the rebound upside. I didn’t need to pick the next breakout—I just needed to buy when everyone else was panicking.

Now, with Trump floating tariffs again, the question is: Do we get another chance?

🤔 My take:

If tariffs are reintroduced, short-term volatility is likely—especially for multinational manufacturers and consumer electronics.

But long-term trends (AI, automation, domestic reshoring) will remain intact.

This could be a setup for another “Trump dip” buying window, especially if we see a sharp but sentiment-driven correction.

🔥 What I'm watching:

Industrials like $Caterpillar(CAT)$   and $Deere(DE)$  —they tend to overreact, but snap back quickly.

Defense plays like $Lockheed Martin(LMT)$  or $RTX Corp(RTX)$  —tariff talk + geopolitical noise often boosts this space.

Re-shoring ETFs or infrastructure names that benefit from U.S.-first policy pivots.

So here's my question for you: 👉 Do you buy the fear or wait it out? 👉 Is this another April-style setup, or has the market already wised up to Trump’s playbook? 👉 Which sectors are you positioning in if tariffs spike again?