kevin @nunarocket - Twitter Profile

5 days ago

Woke up to 30k today… Up $130k in 3 days. All I do is copy Trump and Pelosi but had a lot of people ask me what I’m holding: 1. $GOOGL 25% of the portfolio - reason is this is the biggest holding for Pelosi ($18m), and the biggest holding for Trump ($51m) 2. $NVDA 15% of the portfolio - that’s the first trade I ever copied from Pelosi, was a $38k trade that turned into $246k. It started as a call option, I exercised the calls, now I have shares. 3. $PANW 11% of the portfolio - one of the first trades I copied from Pelosi, although this isn’t Trump’s top 20 picks, it’s the biggest cybersecurity in the U.S. a stock Pelosi been holding since February 2024 4. $AMZN 7% of the portfolio - no need to tell you what Amazon is, Trump has ~$17m, Pelosi has ~$13m 5. $AVGO 7% - another stock I got into from the early Pelosi days, she got in June 2024, it’s up 150% since, Trump is holding ~$35m, Pelosi is holding ~$8m 6. $VST 6.5% - Nancy bought a while ago, it’s an energy play, she’s down 14% I’m down 2% cuz I bought dips, still holding and waiting for a miracle 7. $AXON 3.5% - one of the most interesting Trump buys in my opinion. He kept talking about drones and ICE, he bought $AXON multiple times while in office and never sold. I copied the trade, I’m up 35% since, still holding. 8. $TEM 3% one of the first relatively small cap I’ve seen Nancy trade, so I got in, it’s a volatile stock but an interesting AI play. 9. $LLY 2% - Trump mentioned them a few times since taking office, they’re one of the biggest drug companies in the U.S, Trump is holding ~$12m, a nice diversification from tech which is most of my portfolio 10. $TXN 2% - many might know them from their calculators, but Texas Instruments is actually top 10 largest semi conductor companies in the U.S. and Trump buying pattern convinced me to get in, 10+ buys during office, no sells. He’s holding ~$8.5m. 11. $INTC 1.5% the biggest Trump admin position by far, they invested $8.9b last year when the stock was trading at $20. The stock pumped hard, I got in at a much higher price. Got even more interesting when Pelosi bought $1.5m worth end of May, had to buy more to honor her conviction. 12. $MU 1.5% - another Trump endorsed stock, he praised them multiple times since taking office calling them a great company, he’s personally holding ~$18m 13. $USAR 1% The trump administration got in at $17.17 they invested $300m the stock keeps dipping below their buy price so I keep DCAing, it’s a more speculative trade compared to the other ones in the portfolio imo. 14. $UBER 1% a recent Pelosi buy, thought it was interesting because it doesn’t seem like her usual trades, got in, just in case something happens. 15. $IBM 1% another recent Trump admin play, they invested $1b in May, that’s when I got in, stock hasn’t moved much yet. There are a few more smaller holdings and there’s concisely a bit more research done before I invest but that’s pretty much the portfolio lmk what you think or lmk if you have any questions I’ll be in the comments replying

legen_eth's tweet photo. Woke up to 30k today…

Up $130k in 3 days.

All I do is copy Trump and Pelosi but had a lot of people ask me what I’m holding:

1. $GOOGL 25% of the portfolio - reason is this is the biggest holding for Pelosi ($18m), and the biggest holding for Trump ($51m)

2. $NVDA 15% of the portfolio - that’s the first trade I ever copied from Pelosi, was a $38k trade that turned into $246k. It started as a call option, I exercised the calls, now I have shares.

3. $PANW 11% of the portfolio - one of the first trades I copied from Pelosi, although this isn’t Trump’s top 20 picks, it’s the biggest cybersecurity in the U.S. a stock Pelosi been holding since February 2024

4. $AMZN 7% of the portfolio - no need to tell you what Amazon is, Trump has ~$17m, Pelosi has ~$13m

5. $AVGO 7% - another stock I got into from the early Pelosi days, she got in June 2024, it’s up 150% since, Trump is holding ~$35m, Pelosi is holding ~$8m

6. $VST 6.5% - Nancy bought a while ago, it’s an energy play, she’s down 14% I’m down 2% cuz I bought dips, still holding and waiting for a miracle

7. $AXON 3.5% - one of the most interesting Trump buys in my opinion. He kept talking about drones and ICE, he bought $AXON multiple times while in office and never sold. I copied the trade, I’m up 35% since, still holding.

8. $TEM 3% one of the first relatively small cap I’ve seen Nancy trade, so I got in, it’s a volatile stock but an interesting AI play.

9. $LLY 2% - Trump mentioned them a few times since taking office, they’re one of the biggest drug companies in the U.S, Trump is holding ~$12m, a nice diversification from tech which is most of my portfolio

10. $TXN 2% - many might know them from their calculators, but Texas Instruments is actually top 10 largest semi conductor companies in the U.S. and Trump buying pattern convinced me to get in, 10+ buys during office, no sells. He’s holding ~$8.5m.

11. $INTC 1.5% the biggest Trump admin position by far, they invested $8.9b last year when the stock was trading at $20. The stock pumped hard, I got in at a much higher price. Got even more interesting when Pelosi bought $1.5m worth end of May, had to buy more to honor her conviction.

12. $MU 1.5% - another Trump endorsed stock, he praised them multiple times since taking office calling them a great company, he’s personally holding ~$18m

13. $USAR 1% The trump administration got in at $17.17 they invested $300m the stock keeps dipping below their buy price so I keep DCAing, it’s a more speculative trade compared to the other ones in the portfolio imo.

14. $UBER 1% a recent Pelosi buy, thought it was interesting because it doesn’t seem like her usual trades, got in, just in case something happens.

15. $IBM 1% another recent Trump admin play, they invested $1b in May, that’s when I got in, stock hasn’t moved much yet.

There are a few more smaller holdings and there’s concisely a bit more research done before I invest but that’s pretty much the portfolio lmk what you think or lmk if you have any questions I’ll be in the comments replying

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