After a weak start of 2025 and in the middle of the turbulence triggered by Trump’s tariffs, big-tech shares such as Nvidia are again underestimated. Fund manager Raghavendran Sivaraman sees stable anchors in selected technology values in difficult stock market times.
• Weak start for tech heavyweights
• Nvidia remains robust AI
• Fund manager relies on some MAG 7 values, but pessimistic for Tesla
The start of the new year 2025 was anything but optimal for some large tech heavyweights. After two extremely strong years, Nvidia, Apple, Microsoft & Co. have already had to lose a lot of value. Nevertheless, investors could underestimate their long -term potential – especially in economically uncertain times. At least Fund Manager Raghavendran Sivaraman is convinced of this, who is responsible for the Columbia Integrated Large Cap Growth Fund evaluated with five Morningstar stars.
Fund manager relies on Magnificent Seven
According to him, companies such as Nvidia “had a considerable liquidity reserve in their balance sheet, which makes them less susceptible to sudden decays,” he recently emphasized in an interview with Marketwatch. Sivaraman therefore also holds the Magnificent Seven shares in the top ten of his fund, with Nvidia the greatest participation. Among the five top shares in the fund are Apple, Microsoft, Meta and Amazon.
Despite the current market weakness, the expert sees great growth potential – especially through strategic takeover of smaller, innovative AI companies. With a view to the capital resources of these large tech companies, you could “benefit from taking on smaller names with attractive new technologies in the AI and other areas,” added Sivaraman. And he continued in the interview: “Due to the historical growth and potential for future evaluation growth, we now consider some of these names to be relatively attractive than at the beginning of the year”.
Sivaraman confident despite tariffs
Especially in the field of artificial intelligence, previous investments could be again in the form of increasing sales and cash flows from the end of 2025, Sivaraman estimates. Geopolitical uncertainties and new US tariffs under US President Donald Trump ensure additional nervousness in the markets. However, according to the expert, the long-term return potential in the AI sector remains attractive. “I think that’s enough so that these companies generate significantly higher profits and cash flows that can drive up prices,” he noted in the market watch interview.
Nvidia Top, Tesla Flop?
Sivaraman was generally optimistic about the MAG 7, but Tesla is probably a rather risky investment. The e-car pioneer is in 10th place in the portfolio, but is deliberately underweighted there. “We see no future growth potential that the high rating we could pay there. At the same time, we are aware of the fact that the stock is extremely volatile and has the potential to increase or fall significantly. Elon Musk.
On the other hand, he was confident about Mastercard: “Mastercard in particular has achieved very attractive growth in recent years and still has a lot of potential to increase this growth. The profitability is also excellent”.
Editor finance.net
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