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.
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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.
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: