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NVDA Leads & AAPL Lags: Market "Carving Out a Bottom" in A.I.

7 min10 april 2025

George Tsilis takes a closer look at the tech trade following rampant, volatile trading action. He says the industry has held up reasonably well despite the turbulence. George notes a renewal of risk-taking appetite for A.I. and the ways investors priced for tariff uncertainty ahead of last week's news from the Trump administration. However, he notes Apple (AAPL) as the focal point for "what's happening in China" and analyzes if further downside is possible.


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