Donald Trump@realDonaldTrump
U.S. President. A single shout-out — Intel, then Dell, then Micron — has repeatedly moved the named stock to records the same session.
Latest from X — mentioned tickers
Auto-updated from the latest posts. Today's move shown per ticker.
The linked article discusses a potential breakthrough in battery technology by a company called 'QuantumScape'. It claims the new solid-state battery design could double the range of electric vehicles while reducing charging time and cost.
The linked tweet notes a strategic partnership between Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) to advance AI chip manufacturing, specifically leveraging TSMC's advanced packaging technology. The post highlights potential supply chain constraints and market advantages.
Trump praised Palantir's 'war-fighting capabilities' on Truth Social. He had opened a PLTR position near its ~$122 April low; the stock has since rebounded ~33%.
Cathie Wood sold 2,058,851 shares of Tesla (TSLA) across her ARK ETFs on August 9, 2024, worth over $420 million, according to a trade notification from ARK Invest.
Trump called Micron 'great.' By May 26 MU closed near $896 and crossed a $1 trillion market cap for the first time, helped by a UBS price-target hike from $535 to $1,625.
At a White House event Trump told Americans to 'go out and buy a Dell.' DELL spiked as much as 14.6% intraday to an all-time high of $263.99 — up ~255% since his first Feb 19 endorsement.
The linked tweet discusses how Apple's new in-house modem chip could reduce its dependence on Qualcomm, potentially impacting Qualcomm's revenue.
A tweet about Tesla's new manufacturing technology promises to lower costs and increase production efficiency, potentially boosting the company's competitive edge in the electric vehicle market.
The link points to a Twitter post about Palantir (PLTR) being undervalued. The author highlights that the company's focus on AI and government contracts positions it for significant growth, and they point to the CEO's statements about a 'tidal wave of demand.'
Featured theses
Highest-conviction calls from recent posts.
The linked article discusses a potential breakthrough in battery technology by a company c
X / @realDonaldTrump ↗The linked article discusses a potential breakthrough in battery technology by a company called 'QuantumScape'. It claims the new solid-state battery design could double the range of electric vehicles while reducing charging time and cost.
Why: The article presents evidence of a technological breakthrough in solid-state batteries, including test results showing high energy density and fast charging, which could give the company a significant competitive advantage in the EV battery market.
The linked tweet notes a strategic partnership between Nvidia and Taiwan Semiconductor Man
X / @realDonaldTrump ↗The linked tweet notes a strategic partnership between Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) to advance AI chip manufacturing, specifically leveraging TSMC's advanced packaging technology. The post highlights potential supply chain constraints and market advantages.
Why: Partnership with TSMC strengthens Nvidia's access to advanced packaging, critical for next-gen AI chip production and competitive positioning.
Why: Deepening ties with Nvidia solidifies TSMC's role as an irreplaceable manufacturing partner in the AI supply chain.
Touts Palantir on Truth Social
CNBC ↗Trump praised Palantir's 'war-fighting capabilities' on Truth Social. He had opened a PLTR position near its ~$122 April low; the stock has since rebounded ~33%.
Cathie Wood sold 2,058,851 shares of Tesla (TSLA) across her ARK ETFs on August 9, 2024, w
X / @realDonaldTrump ↗Cathie Wood sold 2,058,851 shares of Tesla (TSLA) across her ARK ETFs on August 9, 2024, worth over $420 million, according to a trade notification from ARK Invest.
Calls Micron "great"
Benzinga ↗Trump called Micron 'great.' By May 26 MU closed near $896 and crossed a $1 trillion market cap for the first time, helped by a UBS price-target hike from $535 to $1,625.
"Go out and buy a Dell"
TheStreet ↗At a White House event Trump told Americans to 'go out and buy a Dell.' DELL spiked as much as 14.6% intraday to an all-time high of $263.99 — up ~255% since his first Feb 19 endorsement.
The linked tweet discusses how Apple's new in-house modem chip could reduce its dependence
X / @realDonaldTrump ↗The linked tweet discusses how Apple's new in-house modem chip could reduce its dependence on Qualcomm, potentially impacting Qualcomm's revenue.
Why: Apple's move to replace Qualcomm modems could lead to lost revenue for Qualcomm, as Apple is a major customer.
Why: Apple is developing its own modem chip to reduce reliance on Qualcomm, which could improve its supply chain control and margins in the long term.
A tweet about Tesla's new manufacturing technology promises to lower costs and increase pr
X / @realDonaldTrump ↗A tweet about Tesla's new manufacturing technology promises to lower costs and increase production efficiency, potentially boosting the company's competitive edge in the electric vehicle market.
Why: The author highlights Tesla's new manufacturing process that claims to reduce production costs and improve efficiency, which could lead to higher margins and market share.