Tariffs Crisis and Opportunities
- The tariffs crisis has silver linings for the AI, robotics, and automation sector according to fund manager Robocap.
- Chipmaker Nvidia, despite being affected by the crisis, has seen significant share price growth over the years.
Impact on Manufacturing and Technologies
- Tariffs may lead to reshoring of manufacturing to the US, benefitting robotics and automation due to strong demand tailwinds.
- Companies are expected to accelerate AI developments to address inflationary pressures.
Investment Strategy
- Robocap adjusted its portfolio to navigate the tariff situation, focusing on long-term buying opportunities and potential new investments.
Author: Phil Anderson, Perception A
Position: Fund Manager
Company: Robocap
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