Source Post

Trump's Stock Portfolio is Insane

Sep 25, 2026

This transcript details Donald Trump's recent stock portfolio adjustments made in July. Key transactions include significant purchases in Marvel, Salesforce, Intuit, and Church & Dwight, as well as smaller investments in Nvidia, Crowdstrike, Palo Alto Networks, and Datadog. The creator highlights the subsequent stock performance of Marvel, Salesforce, Crowdstrike, Palo Alto Networks, and Datadog, suggesting these stocks are worth monitoring due to their AI and cybersecurity ties and recent market movements.

Linked Mentions

Tickers discussed in this post

AMZNNeutralLow ConvictionSignal-backedSecondary

Trump sold between $5 million and $25 million worth of Amazon stock in July.

MSFTNeutralLow ConvictionSignal-backedSecondary

Trump sold between $5 million and $25 million worth of Microsoft stock in July.

DDOGNeutralMedium ConvictionSignal-backedPrimary

Trump invested in Datadog, a company related to AI infrastructure and cybersecurity, though its stock has declined since July.

PANWNeutralMedium ConvictionSignal-backedPrimary

Trump bought Palo Alto Networks stock, which is tied to AI and cybersecurity, and its shares have risen 7% since July.

CRWDNeutralMedium ConvictionSignal-backedPrimary

Trump invested in Crowdstrike, which has seen its stock rise 26% since July, and is linked to AI and cybersecurity demand.

NVDANeutralMedium ConvictionSignal-backedPrimary

Trump purchased Nvidia stock up to $1 million, a company linked to AI infrastructure demand.

CHDNeutralLow ConvictionSignal-backedSecondary

Trump bought up to $5 million in Church & Dwight stock.

INTUNeutralLow ConvictionSignal-backedSecondary

Trump acquired Intuit shares valued up to $5 million.

CRMNeutralMedium ConvictionSignal-backedPrimary

Trump purchased Salesforce stock up to $5 million, and the shares have since appreciated by about 35%.

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