To The Moon

📱🇺🇸Trump Phone Next? Exploring Trump’s Potential IP Play and the Stocks Riding It

The parade isn't just military—it's marketing.

In a move that’s already making waves on both Wall Street and political Twitter, several heavyweight corporations—including Oracle, Amazon, Coinbase, Lockheed Martin, and Palantir—have stepped in to sponsor the United States’ 250th anniversary military parade. But make no mistake: the deeper story isn’t the parade itself. It’s the positioning. It’s the branding. And yes, it could be a glimpse into the next intellectual property (IP) product tied to Donald Trump.

For the first time, we're seeing publicly listed companies align not just with the US military, but with a movement. Trump is more than a politician—he's a brand. One that sells everything from hats and NFTs to $400 sneakers. And if the parade sponsors are any clue, Trump-linked tech IP might be next.

🔍The Trump IP Playbook: What Could Be Coming?

Let's consider what makes sense from both a commercial and political lens:

• A Trump Smartphone (aka ‘Trump Phone’):

It's not that far-fetched. With rising distrust in Big Tech among his base, Trump could brand a secure, privacy-forward device. The hardware might be sourced from an OEM like TCL, with US software layers built by conservative-friendly platforms. Bonus points if it’s 100% made in America.

• TrumpOS or MAGA App Store:

A branded mobile ecosystem could appeal to users who want ‘free speech’ apps, bypassing Apple or Google. Think alt versions of app stores where Rumble, Truth Social, and BitChute are preloaded.

• AI Chatbot for ‘America First’ Policy Queries:

This sounds outlandish, but a custom chatbot that mimics Trump’s voice or speech style, answering political or historical questions, could be wildly viral. Monetisation? Easy—ads, data, and subscriptions.

• NFT 2.0 or Digital Collectibles Integration:

If Coinbase is in the mix, a crypto-enabled product launch (with Trump NFTs as loyalty tokens or wallets for campaign donors) could blur the lines between commerce and digital fandom.

📈The Stocks That Might Ride This

Some investors are already eyeing which tickers might benefit from a Trump-branded tech ecosystem:

• $Coinbase Global, Inc.(COIN)$   – If Trump integrates crypto wallets or NFTs into any product, Coinbase could gain traction as a backend platform.

• $Palantir Technologies Inc.(PLTR)$   – Palantir’s data analytics capabilities may find new demand if Trump pushes for US-centric data sovereignty narratives.

• $Oracle(ORCL)$   – Oracle already has conservative-leaning cloud partnerships and could host Trump-aligned apps or secure comms.

• $Trump Media & Technology(DJT)$   – Trump Media & Technology Group, the obvious front-runner if any new IP or app integrations are coming.

• $Lockheed Martin(LMT)$  – Lockheed Martin may not gain directly from the IP angle, but its parade sponsorship could signal closer alignment with future infrastructure and defense-focused national tech narratives.

💬Is This Smart Politics or Peak FOMO?

Some might scoff. But consider this: in a hyper-polarized world, brands sell not just to demographics, but ideologies. A Trump Phone, Trump OS, or crypto-native Trump Tech product could activate a base that feels excluded from traditional platforms.

Whether you believe it’s viable or vaporware, the IP idea is sticky. Trump knows how to create spectacle. And with 2024-2025 being the prime window for productised influence, don’t be surprised if the parade is the soft launch for something bigger.

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