To The Moon

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’s portfolio aligns with the three policy themes: AI infra, financial deregulation, and fiscal stimulus. Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$

I would not treat Trump’s portfolio as a signal. With thousands of trades, it reflects high turnover and mandate-driven execution, not conviction. The hardware tilt is directionally right but late. AI bottlenecks still sit in chips and networking, benefiting names like NVIDIA and Broadcom. However, much of that upside is already priced in. On Morgan Stanley SPX 8300 vs Shiller P/E ~42: earnings growth is real, but expectations are stretched. View: Not a full bubble yet Early excess forming Upside remains but fragile Focus on selectivity, not broad chasing.

I would not treat that portfolio as a directional signal. ~3,600 trades in a quarter points to high-turnover, mandate-driven execution, not conviction. At that frequency, you are seeing liquidity management, tax positioning, and model rebalancing. Trying to “follow” or “fade” it is essentially noise trading. The hardware tilt itself is not controversial. NVIDIA, Broadcom, and SanDisk sit at real AI bottlenecks, so earnings visibility is stronger than most software names today. But the key point is timing. That trade worked best 12–18 months ago when supply constraints were underpriced. Now, parts of hardware are priced for sustained scarcity and flawless demand. So: Do not follow the disclosure mechanically Do not reflexively fade it either Use it as confirmation of where capital is cluste

Trump’s “rotation” is not a clean signal. Disclosures are lagged, partial, and likely managed by advisors, so treating them as a trading edge is unreliable. The hardware tilt does reflect reality: AI bottlenecks sit in GPUs, memory, power, and networking. That is where pricing power is strongest today. Software monetisation is lagging as enterprises still test ROI. But following that blindly now is late-cycle behaviour. Much of hardware is already priced for near-perfect demand. On SPX 8300 vs Shiller P/E ~42: the EPS growth story is real, but expectations are stretched. At these valuations, markets need sustained high growth with minimal disruption. Base case: not an immediate bubble pop, but conditions are forming. Upside remains, downside risk is asymmetric. Selectivity matters more th

Ojjbbbnnnnnnn...........

Personally, I won’t follow his rotation. he’s trading, but I prefer to invest so a good mix of both hardware and software is better for my portfolio. Will continue to dca.

both hardware n software is important... need each others...buy when the stock price is drop regardless hardware or software

Should Investors Follow Trump's Trades? 🌟🌟🌟On May 14 - 15 2026, the US Office of Government Ethics dropped a staggering 113 page OGE Form 278-T financial disclosure detailing the personal portfolio moves of President Donald Trump. This wasn't the standard dusty balance sheet review.  The filing revealed an absolutely frenetic 3,642 securities transactions executed in Q1 2026.  Clocking an average 60 trades per day, Trump orchestrated a massive USD 220 million to USD 750 million capital rotation right from the White House. The Great Tech Realignment  The Massive Exit: Dumping the Software Stocks  The portfolio executed massive liquidations in software stocks.  Microsoft, Amazon and Meta Platforms were sold off.  This implies a view that these stocks have become

Trump is changing his portfolio to take advantage of the changes in value of software and hardware. $Microsoft(MSFT)$: trump is using this opportunity to sell at a high price to re buy at a lower price $Intel(INTC)$ with the negative outlook for this company trump is likely to sell this stock to take advantage of the high prices for hardware and re invest in software $meta the future of Facebook and social media is bright with a positive outlook for media

Trump or his brokers are smart. They have invested into momentum and strength and sold weakness. Irrespective of his political leanings he is making money in the stock market and in his position he should know which sectors will grow. Sometimes he promotes his holdings too like he did with Dell. So all in all I would take a close look and see what can be derived from his trades

just keep buying the undervalued stocks and allocate proportionally. don't all in. time in the market better than timing the market

Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ Large-scale buys ($1M–$5M per trade): $NVIDIA(NVDA)$ , $Apple(AAPL)$ , $S&P 500(.SPX)$ index funds New positions: $Broadcom(AVGO)$ , $Oracle(ORCL)$ , $Synopsys(SNPS)$, $Cadence Design(CDNS)$, $Texas Instruments(TXN)$ Financial exposure includes: $Goldman Sachs(GS)$ , $Bank of America(BAC)$, $Citigroup(C)$, $Morgan Stanley(MS)$, $Wells Fargo(WFC)$, as well as multiple municipal bonds.

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.

Markets turned cautious after Trump concluded his China visit without any relaxation on AI chip export restrictions. While new energy and agriculture purchasing frameworks were discussed, investors were hoping for stronger signals on tech trade policies. Attention has now shifted toward Q1 portfolio disclosures, where traders are looking for clues on how major funds are positioning themselves amid rising geopolitical and economic uncertainty. Growth and industrial names such as TSLA, BA, and GE saw pressure as sentiment weakened across the broader market. Traders are closely watching whether institutions rotate into defensive sectors or continue buying long-term growth opportunities during the dip. Near-term volatility may remain elevated as markets digest political developments, trade pol

Brent WTI & Crude oil going to drop like crazy when USA market open tonight .... 

Brent & Crude Oil prices will drop to below USD80 once USA start selling oil to China . 

In the latest week, U.S.-Iran talks remained deadlocked, while Trump began his state visit to China. U.S. President Trump arrived in Beijing on the evening of May 13, marking his first trip to China in nine years. He was accompanied by more than a dozen top U.S. business leaders, including tech figures such as Nvidia CEO Jensen Huang. The two heads of state held talks and set the tone by stating that “2026 should be a historic and landmark year that carries forward the past and opens a new chapter in China-U.S. relations.” This diplomatic progress was viewed by the market as a “new positioning” in China-U.S. relations, significantly boosting global risk appetite. As of 2:00 p.m. on May 15, 2026, the weekly performance of key assets was as follows: In an environment where macro expectations

Wall Street delivered another historic session Thursday as the Dow Jones Industrial Average finally surged back above the 50,000 mark for the first time in months, fueled by strong tech earnings and renewed optimism surrounding U.S.-China relations. The Dow climbed 371 points, or 0.8%, while both the S&P 500 and Nasdaq Composite closed at fresh record highs. The rally reflects growing investor confidence that easing geopolitical tensions and continued artificial intelligence momentum can keep powering markets higher through 2026. Dow Jones Crosses 50,000 Again After multiple failed attempts in recent weeks, the Dow Jones Industrial Average officially closed above 50,000, marking a major psychological milestone for investors. Dow Jones Industrial Average: 50,063.46 (+0.75%)

The composition of the U.S. business delegation accompanying Donald Trump on his May 2026 state visit to Beijing signals a highly transactional "deals-driven" approach to U.S.-China relations. While Big Tech and semiconductors (Apple, $Tesla Motors(TSLA)$ Tesla, $NVIDIA(NVDA)$ Nvidia, Qualcomm, Micron) naturally command the biggest headlines, the inclusion of multi-industry titans opens significant trading and capital flow opportunities across non-tech sectors. A breakdown of where the non-tech opportunities lie, how capital is shifting, and how investors can structurally position their portfolios to capture the momentum follows. 1. Trading Opportunities Beyond Big Tech The official 18-member CEO list hig

Possibly opportunities for $NVDA chips to be sold to China. Pushing $NVDA higher.

Executive Summary Problem: The world’s two largest economies have been locked in a grinding trade war since April 2025 — tariffs topping 140%, rare earth export controls weaponised, and now a three-month Iran war that has closed the Strait of Hormuz and driven up global energy costs. Neither side can absorb indefinite pain. Observation: Trump arrived in Beijing on May 13 — his first visit in nine years — with a dozen CEOs in tow, including Musk, Cook, Jensen Huang (last-minute addition, boarded Air Force One in Anchorage at a refuelling stop), Fink, and Boeing’s CEO. Xi received him with full military ceremony and then proceeded to spend the first two-hour-fifteen-minute session making Taiwan the centrepiece of China’s messaging — which the White House readout then omitted entirely. That g

Should Investors Follow Trump's Trades? 🌟🌟🌟On May 14 - 15 2026, the US Office of Government Ethics dropped a staggering 113 page OGE Form 278-T financial disclosure detailing the personal portfolio moves of President Donald Trump. This wasn't the standard dusty balance sheet review.  The filing revealed an absolutely frenetic 3,642 securities transactions executed in Q1 2026.  Clocking an average 60 trades per day, Trump orchestrated a massive USD 220 million to USD 750 million capital rotation right from the White House. The Great Tech Realignment  The Massive Exit: Dumping the Software Stocks  The portfolio executed massive liquidations in software stocks.  Microsoft, Amazon and Meta Platforms were sold off.  This implies a view that these stocks have become

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’s portfolio aligns with the three policy themes: AI infra, financial deregulation, and fiscal stimulus. Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$

In the latest week, U.S.-Iran talks remained deadlocked, while Trump began his state visit to China. U.S. President Trump arrived in Beijing on the evening of May 13, marking his first trip to China in nine years. He was accompanied by more than a dozen top U.S. business leaders, including tech figures such as Nvidia CEO Jensen Huang. The two heads of state held talks and set the tone by stating that “2026 should be a historic and landmark year that carries forward the past and opens a new chapter in China-U.S. relations.” This diplomatic progress was viewed by the market as a “new positioning” in China-U.S. relations, significantly boosting global risk appetite. As of 2:00 p.m. on May 15, 2026, the weekly performance of key assets was as follows: In an environment where macro expectations

I would not treat that portfolio as a directional signal. ~3,600 trades in a quarter points to high-turnover, mandate-driven execution, not conviction. At that frequency, you are seeing liquidity management, tax positioning, and model rebalancing. Trying to “follow” or “fade” it is essentially noise trading. The hardware tilt itself is not controversial. NVIDIA, Broadcom, and SanDisk sit at real AI bottlenecks, so earnings visibility is stronger than most software names today. But the key point is timing. That trade worked best 12–18 months ago when supply constraints were underpriced. Now, parts of hardware are priced for sustained scarcity and flawless demand. So: Do not follow the disclosure mechanically Do not reflexively fade it either Use it as confirmation of where capital is cluste

Trump’s “rotation” is not a clean signal. Disclosures are lagged, partial, and likely managed by advisors, so treating them as a trading edge is unreliable. The hardware tilt does reflect reality: AI bottlenecks sit in GPUs, memory, power, and networking. That is where pricing power is strongest today. Software monetisation is lagging as enterprises still test ROI. But following that blindly now is late-cycle behaviour. Much of hardware is already priced for near-perfect demand. On SPX 8300 vs Shiller P/E ~42: the EPS growth story is real, but expectations are stretched. At these valuations, markets need sustained high growth with minimal disruption. Base case: not an immediate bubble pop, but conditions are forming. Upside remains, downside risk is asymmetric. Selectivity matters more th

I would not treat Trump’s portfolio as a signal. With thousands of trades, it reflects high turnover and mandate-driven execution, not conviction. The hardware tilt is directionally right but late. AI bottlenecks still sit in chips and networking, benefiting names like NVIDIA and Broadcom. However, much of that upside is already priced in. On Morgan Stanley SPX 8300 vs Shiller P/E ~42: earnings growth is real, but expectations are stretched. View: Not a full bubble yet Early excess forming Upside remains but fragile Focus on selectivity, not broad chasing.

Ojjbbbnnnnnnn...........

The composition of the U.S. business delegation accompanying Donald Trump on his May 2026 state visit to Beijing signals a highly transactional "deals-driven" approach to U.S.-China relations. While Big Tech and semiconductors (Apple, $Tesla Motors(TSLA)$ Tesla, $NVIDIA(NVDA)$ Nvidia, Qualcomm, Micron) naturally command the biggest headlines, the inclusion of multi-industry titans opens significant trading and capital flow opportunities across non-tech sectors. A breakdown of where the non-tech opportunities lie, how capital is shifting, and how investors can structurally position their portfolios to capture the momentum follows. 1. Trading Opportunities Beyond Big Tech The official 18-member CEO list hig

Wall Street delivered another historic session Thursday as the Dow Jones Industrial Average finally surged back above the 50,000 mark for the first time in months, fueled by strong tech earnings and renewed optimism surrounding U.S.-China relations. The Dow climbed 371 points, or 0.8%, while both the S&P 500 and Nasdaq Composite closed at fresh record highs. The rally reflects growing investor confidence that easing geopolitical tensions and continued artificial intelligence momentum can keep powering markets higher through 2026. Dow Jones Crosses 50,000 Again After multiple failed attempts in recent weeks, the Dow Jones Industrial Average officially closed above 50,000, marking a major psychological milestone for investors. Dow Jones Industrial Average: 50,063.46 (+0.75%)

Executive Summary Problem: The world’s two largest economies have been locked in a grinding trade war since April 2025 — tariffs topping 140%, rare earth export controls weaponised, and now a three-month Iran war that has closed the Strait of Hormuz and driven up global energy costs. Neither side can absorb indefinite pain. Observation: Trump arrived in Beijing on May 13 — his first visit in nine years — with a dozen CEOs in tow, including Musk, Cook, Jensen Huang (last-minute addition, boarded Air Force One in Anchorage at a refuelling stop), Fink, and Boeing’s CEO. Xi received him with full military ceremony and then proceeded to spend the first two-hour-fifteen-minute session making Taiwan the centrepiece of China’s messaging — which the White House readout then omitted entirely. That g

Personally, I won’t follow his rotation. he’s trading, but I prefer to invest so a good mix of both hardware and software is better for my portfolio. Will continue to dca.

both hardware n software is important... need each others...buy when the stock price is drop regardless hardware or software

Trump is changing his portfolio to take advantage of the changes in value of software and hardware. $Microsoft(MSFT)$: trump is using this opportunity to sell at a high price to re buy at a lower price $Intel(INTC)$ with the negative outlook for this company trump is likely to sell this stock to take advantage of the high prices for hardware and re invest in software $meta the future of Facebook and social media is bright with a positive outlook for media

Markets turned cautious after Trump concluded his China visit without any relaxation on AI chip export restrictions. While new energy and agriculture purchasing frameworks were discussed, investors were hoping for stronger signals on tech trade policies. Attention has now shifted toward Q1 portfolio disclosures, where traders are looking for clues on how major funds are positioning themselves amid rising geopolitical and economic uncertainty. Growth and industrial names such as TSLA, BA, and GE saw pressure as sentiment weakened across the broader market. Traders are closely watching whether institutions rotate into defensive sectors or continue buying long-term growth opportunities during the dip. Near-term volatility may remain elevated as markets digest political developments, trade pol

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management) Live Date: May 12, 2026 ( Review Link>>) @Ross Macro Trading 🎯 3 Key Takeaways Fed pivot is coming. Market underpricing aggressive rate cuts in H2; AI is a structural deflationary force. AI = hardware cycle. Memory & optics are in a supply-tight supercycle; software faces disruption. Rotate, don’t chase. Balance AI/Tech with neglected cyclicals (airlines, cruise lines) and gold. 🏛️ The 5 Strategic Pillars # Pillar Co

Trump or his brokers are smart. They have invested into momentum and strength and sold weakness. Irrespective of his political leanings he is making money in the stock market and in his position he should know which sectors will grow. Sometimes he promotes his holdings too like he did with Dell. So all in all I would take a close look and see what can be derived from his trades

Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ Large-scale buys ($1M–$5M per trade): $NVIDIA(NVDA)$ , $Apple(AAPL)$ , $S&P 500(.SPX)$ index funds New positions: $Broadcom(AVGO)$ , $Oracle(ORCL)$ , $Synopsys(SNPS)$, $Cadence Design(CDNS)$, $Texas Instruments(TXN)$ Financial exposure includes: $Goldman Sachs(GS)$ , $Bank of America(BAC)$, $Citigroup(C)$, $Morgan Stanley(MS)$, $Wells Fargo(WFC)$, as well as multiple municipal bonds.

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's China Visit: Which Trading Opportunities to Watch With 16 US CEOs In China? 🌟🌟🌟The geopolitical chess board has just turned into a high stakes gambit with 16 elite American CEOs in tow on Trump's visit to China.  The message is as subtle as a sledgehammer.  America is open for business. Top Trading Opportunities To Watch  $Apple(AAPL)$  Tim Cook is the ultimate corporate diplomat, having spent a decade turning China into Apple's indispensable manufacturing fortress. The Objectives: Tim Cook needs to protect the massive Zhengzhou iPhone City production hubs from retaliatory Chinese tariffs, while at the same time defending Apple's Chinese consumer market share.  He is also quietly pushing f

just keep buying the undervalued stocks and allocate proportionally. don't all in. time in the market better than timing the market