Cadi Poon
05-15 22:19
Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions.

But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day.

Trump Leaves, Q1 Portfolio Drops! What Trading Clues to Follow?
Trump departed Beijing today, wrapping up his China visit. Outcomes: energy and agriculture purchasing framework, no AI chip export relaxation announced. But the bigger story today is the Office of Government Ethics disclosure: 3,642 trades in Q1 alone, estimated at $220M-$750M total, roughly 58 trades per day. How do you read Trump's portfolio? Trump sold software, bought NVDA/SNDK/AVGO — do you follow the same rotation, or is the portfolio disclosure itself the signal to trade against?
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