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 revenue growth.<\/p>\n<\/li>\n
Palantir’s U.S. government revenue grew 84% to $687M, yet PLTR and AXON remain down 26% and 21% year-to-date through June 11.<\/p>\n<\/li>\n
The actionable framework is buying AI infrastructure leaders on weakness paired with government-tech exposure, not copying trades at today’s post-recovery prices.<\/p>\n<\/li>\n
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and AMD didn’t make the cut. Grab the names FREE today<\/a>.<\/p>\n<\/li>\n<\/ul>\n President Trump’s May 2026 OGE Form 278-T disclosure revealed something genuinely unusual in volume, with more than 3,600 individual stock trades in the first quarter of 2026, with heavy concentration in AI infrastructure bought during the March selloff. Executive-branch disclosures report value ranges and dates, not share counts, so any precision beyond brackets like “$1 million to $5 million” is false confidence.<\/p>\n The direction, though, is unambiguous. He bought the dip in NVIDIA<\/strong> (NASDAQ:NVDA<\/a>), Advanced Micro Devices<\/strong> (NASDAQ:AMD<\/a>), Broadcom<\/strong> (NASDAQ:AVGO<\/a>), and added government-tech names Palantir Technologies<\/strong> (NASDAQ:PLTR<\/a>) and Axon Enterprise<\/strong> (NASDAQ:AXON<\/a>).<\/p>\n The NVIDIA trade was the marquee position <\/p>\n The standout entry was NVIDIA, with purchases reportedly ranging up to roughly $5 million placed ahead of a Meta chip-deal announcement. The timing window matters. NVDA fell 7.65% between January 2 and March 31, 2026, dropping from $188.62 to $174.20. The fundamentals during that drawdown were not weakening.<\/p>\n Q1 FY27 revenue of $81.615 billion grew 85.23% year-over-year, data center revenue grew 92%, and Jensen Huang described AI factory buildout as “the largest infrastructure expansion in human history.” Buying a 75% gross-margin franchise at a discount was a defensible trade for anyone, not just a sitting president.<\/p>\n AMD and Broadcom completed the silicon basket <\/p>\n Both AMD and Broadcom landed in the filings on similar logic. AMD shed 8.97% in Q1 2026, then ripped to 128.08% year-to-date gains by June 11. Broadcom dropped 10.78% over the same Q1 window, from $346.92 to $309.51, before recovering on AI semiconductor strength. The thread connecting all three is custodial.<\/p>\n NVIDIA, AMD, and Broadcom together supply the GPU compute, accelerators, and networking silicon that hyperscalers are committing tens of billions to absorb.<\/p>\n![\"Trump](\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2026\/06\/067978e1409afa3c72dfec8c8614d915.jpeg\")
24\/7 Wall St. <\/p>\n