My friends are all asking me if the US stocks that have fallen so much have bottomed out and if it's time to buy the dip. I think the tariff issue will continue for a while because many countries haven't announced countermeasures yet, so there will definitely be more back-and-forth. Plus, given Trump's personality, he'll keep stirring things up. So now is not the best time to buy the dip. Waiting for NVIDIA at 94 and Google at 140 would be relatively good prices. Right now, Apple and TSMC are the ones worth buying. I've already sold puts on both of them—it's a safe bet.

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