What investors are overlooking at Nvidia, Apple and a cruise-line operator, according to this fund manager - MarketWatch

1. Silvant's CIO expresses concerns about global tariff and trade unpredictability. 2. The fund favors discipline in long-term stock selection amid market turmoil. 3. Investment focus remains on companies like Nvidia, Amazon, and Meta. 4. Apple's growth prospects are dim due to AI exposure and production costs. 5. Royal Caribbean shows resilience post-COVID despite debt concerns.