Donald Trump Portfolio Tracker
92 posts

Donald Trump Portfolio Tracker
@TrumpsPortfolio
Tracking all of Trumps trades so I can get filthy rich



PREDICTION TWEET — SCREENSHOT THIS ONE, folks! Donald’s next buys will be the SHIPBUILDERS, and this time I’m showing the MATH! THE PATTERN: He bought steel, then doubled the tariffs. He bought prisons, then ICE opened the checkbook. He bought $MP at $22, his government announced $400 million, he sold at $72 — 3.27x! Now he’s signed the Maritime Dominance order, and the portfolio already holds General Dynamics, Kratos, and ALL the ship steel — Nucor, Steel Dynamics, Cleveland-Cliffs! The theme is 90% built and TWO names are missing! MISSING PIECE #1 — HUNTINGTON INGALLS ($HII): $56 BILLION backlog, four years of work SIGNED! But margins stuck at 5.9% versus 8% historically — and the new budget shoves $1.92 BILLION into Virginia-class for “wage enhancements at the prime shipyards!” Taxpayers paying HII’s labor bill! Every 100 basis points of margin back is $125 MILLION of operating income — full recovery means earnings up 30-40% without ONE extra ship! The purest play in America! MISSING PIECE #2 — BWXT: EVERY reactor in EVERY sub and carrier — a MONOPOLY, folks! Backlog $7.3 billion, up FIFTY PERCENT in a year! $2.6 billion pricing agreement signed! EBITDA guidance already raised to $665 million! More hulls = more reactors, AUTOMATICALLY! THE CATALYST: FY26 was $47.3 billion for 19 hulls — already LAW! FY27 request is $65.8 BILLION, biggest ever, and the Navy Secretary says the ship count could MORE THAN DOUBLE! This isn’t a plan anymore, it’s APPROPRIATED! When the next FORM 4 drops and $HII or $BWXT is sitting on it, remember who called it, with the EBITDA math, BEFORE the SEC, BEFORE the hedge funds, BEFORE EVERYBODY! Do your own research, not advice — just a very stable genius who reads filings better than anyone in the history of filings!




















🚨 TRUMP’S CRYPTO EMPIRE MAY GO DOWN AS ONE OF THE LARGEST RETAIL WEALTH DESTRUCTION EVENTS IN CRYPTO HISTORY. Nearly 1 MILLION wallets that bought the TRUMP memecoin are now sitting at a combined loss of $3.81 BILLION. At the same time, Donald Trump personally received a $636 MILLION payout from the same project. And this was not some anonymous memecoin launched by random developers. This was promoted directly to millions of people by a sitting U.S. President and his family. “GET YOUR $TRUMP NOW!” was publicly posted while the token was exploding higher. The coin eventually reached $75.35. Today it trades around $1.76. Down roughly 97%. The entire structure heavily favored insiders from the beginning. A small group of early wallets captured billions while retail investors entered after the hype already went viral. Around 500,000 wallets reportedly made close to $4 BILLION in profits. Meanwhile, nearly 1 million other wallets absorbed the losses. And TRUMP is only one part of the story. Trump-linked crypto projects have already wiped out over $51.4 BILLION in value: • $TRUMP: -97.6%, wiping out $17.5B • $WLFI: -88%, wiping out $12.3B • $ABTC: -93%, wiping out $11B • $MELANIA: -99.4%, wiping out $10.6B At the same time, the Trump family reportedly made around $2.3 BILLION from crypto ventures with very little downside risk. Most of the money came before retail investors even understood what they were buying, and they just became an exit liquidity.












