Donald Trump’s Q1 Portfolio Was Just Revealed. He Just Poured Millions Into These 3 Unstoppable AI Stocks.

1 hour ago 1

Omor Ibne Ehsan

Thu, June 18, 2026 astatine 11:43 AM CDT 4 min read

Quick Read

Trump bought NVDA and AMD into a March dip that preceded AMD's 128% year-to-date surge and NVIDIA's 85% year-over-year gross growth.
Palantir's U.S. authorities gross grew 84% to $687M, yet PLTR and AXON stay down 26% and 21% year-to-date done June 11.
The actionable model is buying AI infrastructure leaders connected weakness paired with government-tech exposure, not copying trades astatine today's post-recovery prices.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and AMD didn't marque the cut. Grab the names FREE today.

President Trump's May 2026 OGE Form 278-T disclosure revealed thing genuinely antithetic successful volume, with much than 3,600 idiosyncratic banal trades successful the archetypal 4th of 2026, with dense attraction successful AI infrastructure bought during the March selloff. Executive-branch disclosures study worth ranges and dates, not stock counts, truthful immoderate precision beyond brackets similar "$1 cardinal to $5 million" is mendacious confidence.

The direction, though, is unambiguous. He bought the dip successful NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), and added government-tech names Palantir Technologies (NASDAQ:PLTR) and Axon Enterprise (NASDAQ:AXON).

The NVIDIA commercialized was the marquee presumption

The standout introduction was NVIDIA, with purchases reportedly ranging up to astir $5 cardinal placed up of a Meta chip-deal announcement. The timing model matters. NVDA fell 7.65% betwixt January 2 and March 31, 2026, dropping from $188.62 to $174.20. The fundamentals during that drawdown were not weakening.

Q1 FY27 gross of $81.615 cardinal grew 85.23% year-over-year, information halfway gross grew 92%, and Jensen Huang described AI mill buildout arsenic "the largest infrastructure enlargement successful quality history." Buying a 75% gross-margin franchise astatine a discount was a defensible commercialized for anyone, not conscionable a sitting president.

AMD and Broadcom completed the silicon handbasket

Both AMD and Broadcom landed successful the filings connected akin logic. AMD shed 8.97% successful Q1 2026, past ripped to 128.08% year-to-date gains by June 11. Broadcom dropped 10.78% implicit the aforesaid Q1 window, from $346.92 to $309.51, earlier recovering connected AI semiconductor strength. The thread connecting each 3 is custodial.

NVIDIA, AMD, and Broadcom unneurotic proviso the GPU compute, accelerators, and networking silicon that hyperscalers are committing tens of billions to absorb.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and AMD didn't marque the cut. Grab the names FREE today.

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