StocksDaily

$SNDK SanDisk — 6 buys from Trump. +130.68% return. Sector: Data Storage / AI Memory 52W High: $1,600.00 | 52W Low: $35.79 Pure-play NAND flash storage spun out of Western Digital. Data center revenues up 233% sequentially last quarter. AI inference workloads are driving NAND demand unlike anything before. Up 500%+ YTD. $6B share buyback authorized. Upcoming catalyst: Next earnings expected August. Micron/WDC results serve as read-throughs. Not financial advice.

$TXN Texas Instruments — 13 buys from Trump. His single most purchased stock. Sector: Analog Semiconductors 52W High: $310.29 | 52W Low: $152.73 Analog and embedded chips for automotive, industrial, and data center markets. Q1 2026 beat estimates and raised Q2 guidance — stock jumped 7.5%. Industrial recovery and data center analog demand are both accelerating. 13 separate buys signals deep conviction. Upcoming catalyst: Q2 2026 earnings expected late July. Dividend compounder with ex-div date approaching. Not financial advice.

$DELL Dell Technologies — 4 buys from Trump. +67.63% return. Sector: Technology / AI Servers 52W High: $263.99 | 52W Low: $106.38 PowerEdge AI servers running NVIDIA Blackwell GPUs have a massive backlog. Enterprise customers are rebuilding entire infrastructure stacks for AI. UBS flagged potential overvaluation but bulls argue AI server cycles run for years. Upcoming catalyst: Q1 FY2027 earnings expected late May/early June 2026. AI server backlog update is the key number. Not financial advice.

$DDOG Datadog — 7 buys from Trump. +69.34% return. Sector: Cloud Software / AI Observability 52W High: $211.28 | 52W Low: $98.01 Just crossed $1 billion in quarterly revenue for the first time in Q1 2026. Every AI pipeline needs monitoring — Datadog is the pick-and-shovel play on the LLM infrastructure stack. 45 of 46 analysts have a buy rating. Upcoming catalyst: Q2 2026 earnings expected August. Q2 guidance set at ~$994M — any beat and raise pushes this higher. Not financial advice.

$LUNR Intuitive Machines — 5 buys from Trump. +101.99% return. Sector: Space Infrastructure / Aerospace 52W High: $37.85 | 52W Low: $7.78 Record revenue of $186.7M in Q1 2026. NASA's primary commercial lunar lander. Just acquired Goonhilly Earth Station to expand space communications globally. Supporting Artemis II mission currently underway. Upcoming catalyst: SpaceX IPO reportedly as early as June 2026 — major macro tailwind for all space stocks. Next NASA contract awards also on watch. Not financial advice.

$STX Seagate Technology — 2 buys from Trump. +110.26% return. Sector: Data Storage / AI Infrastructure 52W High: $841.31 | 52W Low: $103.73 Hard disk drives are back — bigger than ever. Q3 FY2026 was a blowout. Management raised annual revenue growth target to at least 20%. Nearline HDD capacity largely booked through 2027. AI data centers need mass storage at scale and Seagate owns that market. Upcoming catalyst: Q4 FY2026 earnings on August 4, 2026. Not financial advice.

$AMD Advanced Micro Devices — 12 buys from Trump. Most accumulated chip stock. +111.35% return. Sector: Semiconductors / AI GPUs 52W High: $469.22 | 52W Low: $107.67 MI300X AI GPUs taking real data center market share. Server CPU share growing as Intel loses ground. AMD also quietly raised its stake in $MRVL this week. A full "server renaissance" is underway. Upcoming catalyst: Q2 2026 earnings expected late July. MI400 ramp timeline and hyperscaler adoption rate are the two numbers to watch. Not financial advice.

$BE Bloom Energy — 1 buy from Trump. +117.31% return. Sector: Clean Energy / AI Power Infrastructure 52W High: $310.00 | 52W Low: $17.01 Makes on-site fuel cell power systems for data centers — lets hyperscalers bypass the grid entirely. Revenue more than doubled in Q1 2026. Signed a multi-billion dollar deal with Brookfield. Oracle partnership covers up to 2.8 GW of fuel cell capacity. Upcoming catalyst: Q2 2026 earnings expected August. New hyperscaler contract wins are immediate movers. Not financial advice.

$IRDM Iridium Communications — 1 buy from Trump. +118.02% return. Sector: Satellite Communications 52W High: $44.61 | 52W Low: $15.65 Operates the only truly global LEO satellite network — 66 satellites. Serves pilots, sailors, first responders, and government agencies. Just announced acquisition of Aireon to expand into space-based air traffic surveillance. Upcoming catalyst: Aireon deal close + Q2 earnings late July. SpaceX IPO wave keeping the whole satellite sector bid. Not financial advice.

$VSH Vishay Intertechnology — 1 buy from Trump. +120.49% return. Sector: Electronic Components / Semiconductors 52W High: $27.52 | 52W Low: $11.66 Makes discrete semiconductors and passive components — MOSFETs, diodes, resistors, capacitors. Serves automotive, industrial, aerospace, and defense. The semiconductor upcycle play most people overlook. Upcoming catalyst: Q2 2026 earnings expected late July. Industrial demand recovery and lead time expansion are the key watch. Not financial advice.

$MRVL Marvell Technology — 2 buys from Trump. +128.45% return. Sector: AI Custom Silicon / Semiconductors 52W High: $192.15 | 52W Low: $58.61 Builds custom AI ASICs for Amazon, Google, and Microsoft. AMD just disclosed it raised its stake in MRVL this week. AI silicon revenue growing triple digits. Up 108% YTD. Upcoming catalyst: Q1 FY2027 earnings on May 27, 2026. ASIC design win updates could move this hard. Not financial advice.

$INTC Intel — Trump bought 6 times. +150.77% return from cost basis. Sector: Semiconductors 52W High: $132.75 | 52W Low: $18.97 New CEO Lip-Bu Tan restructuring the company top to bottom. Server CPU market share slipped 370bps in Q1 but AI chip partnerships with major cloud players remain in progress. Foundry business is the long-term bet. Upcoming catalyst: Q2 2026 earnings expected late July. Intel 18A yield update is the key watch. Not financial advice.

$PENG $INTC $SNDK $MRVL $VSH $IRDM $BE $AMD $STX $LUNR $OGN $DDOG $DELL $TXN $JBL $AVGO $GOOGL $NVDA $AMZN $AAPL Trump just filed his Q1 2026 13F and the returns are something else. Top pick is up 157%. He bought some names 10-13 times. A few of these you've never heard of. Here's the full scorecard — every stock, every return. Not financial advice.

$PENG $INTC $SNDK $MRVL $VSH $IRDM $BE $AMD $STX $LUNR $OGN $DDOG $DELL $TXN $JBL $AVGO $GOOGL $NVDA $AMZN $AAPL Trump just filed his Q1 2026 13F and the returns are something else. Top pick is up 157%. He bought some names 10-13 times. A few of these you've never heard of. Here's the full scorecard — every stock, every return. Not financial advice.