NVIDIA’s Historic $4 Trillion Milestone: What It Means for the Tech Sector

Nvidia went from AI giant to AI behemoth yesterday.

Jensen Huang's company became the first company to top a $4 trillion market cap.

Now part of this week's trade negotiation tactics has been the Trump administration sending tariff letters to the leaders of other nations.

So far this week, Trump has announced 25% tariffs on Japan and South Korea, 50% tariffs on copper imports, and sent letters to nearly 2. trading partners warning them of the levies they face if they don't make a deal by August 1st.

Well joining me to break all of this down is Gabriellaverospi, who's the CEO and founder of Latino Wall Street.

Gaby, good morning.

Thank you so much for joining me.

Well, first and foremost, Nvidia hit that key $4 trillion market cap yesterday.

So what is behind this and what is your take on what's happening with the tech sector?

Hi, good morning, Brey.

I'm, I'm very excited about this company actually because I've believed in it since 2019 and what we're seeing is, it's historic, right?

It's actually the first company to hit a $4 trillion market cap.

So for a company to reach something like this, there's of course institutional money, there's big money.

Behind this company it has everything to do with the sector um of artificial intelligence and the momentum that's behind it.

It's innovation, it's massive growth.

If you look at at the growth year over year, it's impressive, right?

I don't think we've ever seen such uh such a company before.

So I think Nvidia is here to stay, um, but I do want to remind everyone that it's very easy to get into this, um, formal mindset.

And always go chasing after a company when it's at record highs, so we need to be smart and strategic and if you're not in Nvidia, it's always good to analyze it before just jumping in.

Well, another topic that's been making headlines this week is of course tariffs.

So how are you navigating the next few weeks leading up to that key August 1st trade deal deadline?

Yeah, so it's something interesting about the market because it, you know, we have such a strong market right now that you wouldn't think it's a market that's in the context of more tariffs coming soon and quite a lot of them in a couple of weeks, right?

August 1 is right around the corner.

What we've seen this year is that tariffs are very volatile.

They're not good for the markets.

They spook the markets, they scare them.

Uh, and we see a downward trend when, when we have a lot of them coming up or just the fear of them, right?

But we're not really seeing that right now.

So my take on them is that the market doesn't quite believe that these tariffs will be active starting August 1st.

Why?

Because we keep changing the date, we keep pushing it back.

Um, we have reached some agreements with some countries which have been very good for the market, so.

I think the market thinks that, you know, we'll come up with a different solution before August 1st just because there has been a pattern.

So um it's a very interesting market, you know, I think we need more agreements that'll help a lot.

And I do think it will affect consumer prices if all these uh tariffs come into effect, so it's not really good for us and I don't think it, it's gonna happen the way they're saying it now.

I think we'll reach some agreements.

Yeah, and Gabby, as you mentioned, it's been very interesting in the markets because on one hand we have all this uncertainty regarding the tariffs, but we're seeing all-time highs for the S&P 500, the Nasdaq, not to mention Bitcoin and Nvidia.

So as we head into the summer months, what sectors are you keeping a close eye on?

So definitely commodities, uh, it's very interesting what's happening with commodities, um, normally gold and silver, um, for me, right, but now copper, it's, it's taken, um, the, the main, the main focus, OK.

There's also been a tariff added to copper.

Which would of course make it make it more expensive to everything that you know we need copper for like semiconductors, which we know are key and for example are completely connected to to Nvidia we were just talking about.

So we need to follow commodities because at the end of the day we can have the strongest market, right, but right now we also have the strongest bitcoin we've ever had, so there's obviously Um, a lot of, um, optimism around the markets and if we know something is that when there's extreme optimism, then we have to prepare for the next stage that is going to be that natural, um correction that downward trend at some point, right?

We can be at record highs forever.

So that's when commodities come in and I'm gonna say copper is going to be one of the main ones I'll be following, um, in addition to gold and silver because of the new tariffs.

OK, Gabby, well, we will have to leave it there, but as always, thank you so much for joining us and thank you so much for sharing your insights.

Thank you.