<ul data-eligibleForWebStory="false">President Donald Trump set an August 1 deadline for tariffs, causing market volatility.Experts suggest being bullish on US copper producers and tech companies manufacturing semiconductors domestically.Sectors like Consumer Discretionary and Technology face risks from ongoing trade war, with companies exposed to China being vulnerable.Recommendations include scaling back on big tech investments like Nvidia, Apple, and Qualcomm before the tariff deadline.