Donald Trump Stock Tracker

Meanwhile the cloud and AI backlog sits at $638B+ and earnings have been solid. Trump was buying during the earlier weakness. The stock is now even cheaper near the lows. If they execute on the buildout, the upside is real. One to watch closely at these levels.

Here is where it gets interesting. ORCL closed at $140.27 on July 2. Down over 50% from its 52-week high of $346. Late June was the worst week for the stock in 25 years. The market is worried about AI capex, $130B in debt, negative FCF, and 21k layoffs.

One stock in Trump's recent disclosure stands out above everything else. His trades line up perfectly with his own policy moves. Check this out:

Here is how much money you would have today if you invested $1,000 in every single stock Trump mentioned or his administration put money into since January 20, 2025. Not the cherry-picked winners. All of them. Exact closing prices the day he mentioned them or the day the government stepped in. I went through every ethics disclosure, speech transcript, TV clip, and Truth Social post to build this list. July 23, 2025 AI Action Plan cluster (his personal accounts bought big): NVDA: $170.78 → $1,140.82 (+14.1%) AAPL: $214.15 → $1,441.19 (+44.1%) MSFT: $505.87 → $771.92 (-22.8%) AMZN: $228.29 → $1,062.99 (+6.3%) AVGO: $283.69 → $1,270.58 (+27.1%) META: $713.58 → $816.87 (-18.3%) Big personal buys + public shoutouts: DELL: $126.01, plus the May 8 speech telling people “Go out and buy Dell!” → $3,129.28 (+212.9%) PLTR: $139.51, plus Truth Social praise → $926.82 (-7.3%) June 2026 Pennsylvania speech mentions: NOK: $13.81 → $874.00 (-12.6%) LLY: $1,117.26 → $1,086.51 (+8.7%) March 2026 TV and speech mentions: MU: $355.46, called “one of the hottest companies” on Fox → $2,744.50 (+174.5%) TMO: $495.72, called a “great company” → $1,055.92 (+5.6%) Administration investments (government money): INTC: $20.00 from the date his administration bought the 9.9% government stake → $6,017.49 (+501.7%) MP: $20.87, personal buys plus the DoD ~15% stake → $2,554.50 (+155.5%) LAC: $6.01, admin equity stake plus $2.3B support → $625.62 (-37.4%) The grand total. $15,000 invested → $25,519 today. +70.1% overall. The S&P 500 returned 21% over the same period. Trump’s picks more than tripled the market. The monsters were DELL, MU, INTC, and MP. The critical minerals and domestic manufacturing names crushed it the moment government money stepped in, especially INTC once the administration took its stake. The mega cap tech names dragged the total down. The pattern is crystal clear. AI infrastructure, semiconductors, rare earths, lithium, defense, and anything tied to US supply chains. New disclosures drop, the list updates. We are tracking all of it. Follow us with notifications, this is very important. A lot of people are going to wish they followed us sooner.

Donald Trump trades more than any politician in American history. 21,000+ trades last year alone. And he has 2+ years left in office. We are tracking every filing and breaking down the interesting ones. Follow with notifications.

The Intel story right now is pure comedy. Trump's administration bought a ~10% stake in $INTC for $8.9 billion back in August 2025. They converted CHIPS grants into equity. That stake is now worth $50 billion+. Trump has been bragging about $30 billion+ in gains for the US. The government got in early and printed. Then Jim Cramer goes on Mad Money June 30 and says "Intel, currently my favorite stock." The stock was peaking that exact moment. It is down 15% since… in 2 days. The government bought the bottom. Cramer called the top. Some things never change.

One trade in Trump's 927-page financial disclosure stands out above everything else. On August 18, his accounts bought between $5 million and $25 million of Nvidia. One of the largest single stock purchases in the entire report. The timing is interesting. Exactly one week earlier, Trump announced a deal letting Nvidia and AMD sell H20 chips to China through the US government. The move reopened a massive revenue channel for Nvidia in a market it had been shut out of. Announce the policy. Buy the stock the week after. His team says independent managers handle everything through a trust. But when a multi-million-dollar position lands in a company directly affected by your own policy announcement 7 days earlier, people are going to notice. These disclosures are public for a reason. We will keep reading them for you. Follow us with notifications so you don’t miss anything, this is very important.

The biggest takeaway is the volume. These accounts are moving more than we have seen from any president in history. Outside managers or not, the activity is constant. We will keep tracking every filing.

Neogenomics. Sold in the $15k to $50k range. Another healthcare name being reduced. The lightening up in that sector is consistent.

I went through Donald Trump's latest financial disclosures and pulled the 10 most interesting trades from the May activity. Some of these names will surprise you: