Author: Trevor Jennewine, The Motley Fool

On April 15, Nvidia announced new export restrictions on its H20 GPUs in China and said it plans to take a $5.5 billion charge in the first quarter. And Bloomberg Intelligence estimates the recently updated export restrictions could cost Nvidia as much as $18 billion in revenue this year.

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The Bill and Melinda Gates Foundation Trust has outperformed the S&P 500 over the last three years, and large positions in these two companies were a big reason why.

The Bill and Melinda Gates Foundation Trust has outperformed the S&P 500 over the last three years, with help from these brilliant long-term investments