Trump has added 2,425 transactions to his record
Some big moves:
$AMZN ~$31.5M buy
$HD ~$10.5M sale
$AAPL ~$6.7M buy
$UNH ~$5.4M buy
As usual, this was all disclosed past the 45 day deadline
Most of these stocks were traded through multiple individual transactions between April and May
Make of that what you will
One more worth mentioning ✍️
Pelosi took a ~$250K stake in $AMZN (Amazon) calls last December
Right now you could pick up shares very close to her entry price
Her entry: $232.53
Price today: $239.65
Might be worth watching ✍
2 stocks Pelosi bought that haven't moved yet:
- $AB AllianceBernstein: -12%
- $VST Vistra: -4%
Interestingly, 4 different politicians piled into Vistra after her initial entry on 1/14/25
Both could be opportunities to get in at a cheaper price than she did
This might be something to watch ✍️
6 politicians have bought Microsoft $MSFT this year and none have sold:
• David Taylor (R)
• John Boozman (R)
• Cleo Fields (D)
• Dave McCormick (R)
• John Fetterman (D)
• Maria Salazar (R)
What makes Fetterman interesting is he sits on the Senate Commerce, Science, and Transportation Committee
Which has direct oversight over America's biggest tech companies
The Queen is back 👑
Nancy Pelosi just disclosed two new trades:
$INTC calls — up to $5,000,000
$UBER calls — up to $1,000,000
Both with a $50 strike price, expiring March 2027.
She's been quiet since January, but not anymore.
Rep. Thomas Kean Jr. (R) just bought $EQT
$EQT is the biggest natural gas company in America
Meanwhile, he sits on the House Energy and Commerce Committee
That committee has oversight of FERC, the agency that regulates natural gas pipelines
In May, FERC proposed rules to speed up pipeline approvals
Easier pipeline approvals are the single best thing that can happen to $EQT
That doesn't happen every day 🤔
The same politician who bought SanDisk at $42 just invested ~$45K in a stock with a market cap of ~$981M
Politician: Ro Khanna
Stock: $VYX (NCR Voyix)
Watching this closely
BREAKING:
He has struck again.
Robinhood Director Meyer Malka bought another $20.1 million USD of shares at $80.74.
That's a combined $55.3 million.
$HOOD
BREAKING: Representative Gil Cisneros just filed dozens of new stock trades.
He bought stock in a Japanese semiconductor company called Tokyo Electron, $TOELF.
Full trade list up on Quiver.
$HOOD Director Meyer Malka buys $20 million of shares, marking the first insider buy in one year.
It's worth noting that Malka indirectly purchased the shares through Bullfrog Capital, where he serves as a Director.
Bitcoin is preparing for the final dump before $200K.
The bear market is 65% done.
Now BTC is following the path I warned about:
$73K → $68K → $62K → $55K → $200K
Next stops:
→ $60K dump
→ Bear market bottom in October
Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.
The next call will be even more important.
When I exit the markets completely, I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 NEW TRADE ALERT
This morning Rep. Sara Jacobs disclosed selling up to $2m worth of $QCOM
Her portfolio is valued at ~$25m and has only one stock, $QCOM
Her grandfather is Irwin Jacobs, the co founder of $QCOM.
This is the first time she sold since joining congress.
BREAKING: Leopold Aschenbrenner just filed his quarterly holdings update.
He has new positions in several companies, including:
- T1 Energy, $TE
- HIVE Digital Technologies, $HIVE.
- SharonAI, $SHAZ
You can track his full portfolio here:
https://t.co/y9FSyyp5hf