Donald Trump
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.
- Jun 3, 02:00 PMOriginal post ↗
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%.
- May 22, 11:34 PMOriginal post ↗
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.
- May 22, 05:30 PMOriginal post ↗
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.
- May 8, 03:00 PMOriginal post ↗
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.
- Feb 28, 07:44 AMOriginal post ↗
The linked tweet discusses how Apple's new in-house modem chip could reduce its dependence on Qualcomm, potentially impacting Qualcomm's revenue.
- Oct 1, 02:49 AMOriginal post ↗
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.
- Sep 4, 12:52 PMOriginal post ↗
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.
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 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.
The link points to a Twitter post about Palantir (PLTR) being undervalued. The author high
X / @realDonaldTrump ↗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.'
Why: The author claims Palantir is undervalued due to strong AI demand and government contract wins, indicating potential growth.