Tracking Politicians' Holdings | The Midas Touch Myth Reborn! From Intel to Dell, Decoding Trump's 'Product Endorsement' List—Who’s Next?

Wall Street’s easiest trade strategy over the past year may not have been betting on AI or speculating on rate cuts, but rather these four words: follow Trump.

In May this year, during a Mother's Day celebration held at the White House executive residence, U.S. President Trump publicly gave a strong endorsement to the public:

“Go out and buy a Dell! They're great.”

At the time, some may have dismissed it as a political joke, but after the market close on Thursday, $Dell Technologies (DELL.US)$ Dell delivered earnings so explosive they fully validated this 'presidential endorsement' with fundamental performance. Spurred by this news, Dell’s after-hours share price surged more than 39%!

In fact, if you carefully review the companies Trump has publicly praised over the past year, you’ll realize this is no coincidence—it’s a highly repeatable and extremely high-probability ‘Midas touch’ phenomenon. Behind it lies an ultimate trading playbook: ‘heavy left-side positioning followed by right-side policy or sentiment catalysts.’

The President’s ‘Shopping List’: Tech Stocks Emerge as Biggest Winners

Looking back over the past year, stocks of companies openly praised by Trump have mostly seen remarkable gains in the period following his endorsements. This ‘Trump trade’ tailwind has shown particular favor toward tech giants:

Intel – The Ultimate Power of Policy as a Trump Card

On August 22, 2025, the Trump administration officially announced its equity stake in $Intel (INTC.US)$ . As a cornerstone of national security and domestic semiconductor manufacturing strategy, Intel has received substantial policy-backed funding. Bolstered by strong governmental endorsement and financial backing, its stock price has multiplied several times over the past six months.On May 18, the White House stated that the government’s stake, acquired for $8.9 billion, is now worth over $50 billion.

In other words, Intel’s surge is by no means mere 'verbal endorsement'—it results from a confluence of policy倾斜, industrial security imperatives, and state capital deployment.

The deeper significance of the Intel case lies in its transformation of the so-called 'Trump trade' from mere sentiment-driven speculation into a profound alignment between national will and capital markets.

This means investors must look beyond what the president 'praises' and instead discern what the government is prepared to 'fund, support, and defend.'This also reshapes the new era’s trading rules: one hand flips through earnings reports, the other reads executive orders; eyes track fundamentals and orders, while the mind monitors Treasury moves and Truth Social.

Dell — A double boost from earnings and presidential endorsement

The public endorsement at the White House Mother’s Day event on May 8 was undoubtedly Trump’s 'open card' pushing $Dell Technologies (DELL.US)$ ’s stock price to an all-time high.

But the real trading undercurrent had already been laid months ago: according to disclosed transaction records, Trump quietly established a position as early as February 10, investing between $1 million and $5 million to buy Dell stock. This approach of 'heavily loading on the left side and publicly promoting on the right' is undoubtedly a masterclass in presidential-level marketing.

Of course, Dell’s stock price gains aren’t driven by words alone. Demand for AI infrastructure is real, and corporate spending on servers and data centers is also genuine. Mizuho analysts maintained their 'outperform' rating on Dell and raised their price target from $215 to $260, citing expanding AI infrastructure demand as the reason.

Micron — The Ultimate Momentum Handoff

On May 22, at the Save America rally in New York, Trump lavished praise on $Micron Technology (MU.US)$ with no hesitation: 'Big company Micron—fantastic!' But more valuable than this public endorsement was the hidden accumulation trail revealed in White House disclosure documents.

According to a May 14 filing from the U.S. Office of Government Ethics (OGE), Trump had already cumulatively purchased between $217,000 and $530,000 worth of Micron stock between March 2 and March 25. Notably, all four transactions were marked as 'unsolicited'—meaning they weren't broker-recommended but reflected the client’s strong personal intent to establish the position.

Fueled by the AI wave, Micron has already surged more than sevenfold over the past year. Yet, under the combined effect of 'heavy left-side accumulation plus strong right-side public promotion,' shares at elevated levels were instantly ignited again. From May 22 to May 28, in just four trading days, Micron’s stock surged another 21%—a textbook example of momentum handoff.

Apple and Palantir — The Safety of Giants and Defense-Driven Upside

The same playbook was applied to other tech giants. On March 11, during a speech in Kentucky, Trump highly praised $Apple (AAPL.US)$ CEO Tim Cook. That same day, he purchased $250,000 to $500,000 worth of Apple stock via an 'unsolicited' order. Throughout March, he accumulated between $2 million and $7.2 million in Apple shares (across five unsolicited transactions). Since March 11, the company’s stock has risen nearly 20%.

Moreover, on April 10, he publicly praised big data giant $Palantir (PLTR.US)$ as an 'excellent company' on social media, since which the AI firm—focused on government defense contracts—has seen its share price rebound by nearly 10%.

Thermo Fisher Scientific – Divergence Between Themes and Capital Flows

On March 11, Trump visited $Thermo Fisher Scientific (TMO.US)$ the Ohio factory, lauding it as a 'great company' and encouraging pharmaceutical firms to partner with it to bring manufacturing back to the U.S.

According to OGE filings, he bought $15,000 to $50,000 worth of shares that same day (via non-discretionary trades). Combined with two prior purchases in February and early March, his total holdings could reach up to $215,000.

Despite this top-tier combination of 'on-site inspection + real-money investment + public endorsement,' Thermo Fisher Scientific’s subsequent market performance has been relatively muted.This suggests that without strong cyclical tailwinds—like those currently driving AI computing power—even vocal policy support and insider buying alone are insufficient to replicate the tech sector’s frenzy within the medical devices space.

Who’s next?

With Dell and Micron having already delivered spectacular gains, Wall Street’s smart money is eagerly hunting for the next 'White House lottery ticket.'

previouslyTracking Politicians' Holdings | Q1 Trades by 'White House Market Maestro' Trump Revealed! Which Stocks Delivered Over 150% Returns?A previous article also reviewed the OGE’s Q1 disclosures, which prominently featured tech giants such as ServiceNow, Adobe, and Texas Instruments.

The market is holding its breath—whose stock will be the next lucky one blessed by the President’s golden words?

Currently, capital is speculating along three major ‘political-business narratives’:

AI Compute Power and Political-Business Synergy (Oracle & Broadcom): $Oracle (ORCL.US)$ Oracle is currently one of the hottest candidates—not only does it benefit from founder Larry Ellison’s deep-rooted conservative political network, but it is also deeply integrated into core AI infrastructure projects like Stargate. Another company that fits this narrative perfectly is $Broadcom (AVGO.US)$ Broadcom, which is continuously supplying custom chips for U.S. data centers—a key pillar of the new administration’s tech agenda centered on domestic data center localization. Notably,Trump also bought Oracle and Broadcom in Q1.

Hardcore Defense Plays Under ‘Law and Order’: $Motorola Solutions (MSI.US)$ Palantir follows a distinctly different yet highly politically aligned path. Its core offerings—police radios, dispatch software, and public safety surveillance systems—precisely align with the new administration’s grand political narrative of ‘strengthening law enforcement and border security.’ Notably,Trump took a small initial position in the company in Q1.

Regulatory tailwinds in emerging markets (prediction markets): Beyond traditional equities, this trend has even spread into emerging financial sectors. On May 26, Trump strongly endorsed the prediction market industry on Truth Social, urging the CFTC to maintain 'exclusive jurisdiction' over platforms like Kalshi and Polymarket.

Additionally, the market previously launched a 'White House Basket' investment portfolio—fellow investors interested can click‘Don’t Go Against the White House? Crushing the S&P: The “White House Concept Stocks” List Exposed: Intel, MP Included’to view.

Summary

In summary, the current 'Trump trade' has long moved beyond mere celebrity effect and has officially evolved into a wealth-generating opportunity driven by the convergence of national policy intent, smart money positioning, and underlying industry fundamentals.

From Intel, backed by state capital, to Dell and Micron benefiting from dual earnings boosts amid the AI infrastructure wave, this highly reliable trading strategy repeatedly conveys one core message to the market:A president’s public endorsement acts as the emotional spark, but only when combined with genuine industry trends and solid corporate profits can a 'political concept' truly transform into a 'super stock.' Thermo Fisher Scientific's lackluster performance serves as the perfect counterexample validating this logic.

Faced with an increasingly uncertain macro environment, rather than blindly guessing market direction, investors should shift focus to the 'White House Basket' and the interplay between politics and business. In this new era of trading, understanding the policy playbook, following smart money flows, anchoring decisions in fundamentals, and leveraging policy catalysts may well be the optimal path to navigating volatility and locking in excess returns.

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