Key Points
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President Trump’s investment accounts, managed by third-party professionals, reported year-to-date trades exceeding 6,100, according to the U.S. Office of Government Ethics.
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In 2026, Trump was a net seller of Micron Technology, selling between $90,000 and $116,000, while net buying Nvidia, amounting to $246,000 to $3.7 million.
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Micron’s second-quarter revenue for fiscal 2026 soared 345% to $41.4 billion, attributed to supply shortages; Nvidia’s revenue increased 85% to $81.6 billion in the first quarter of fiscal 2027.
Year-to-date, Trump’s investment accounts sold Micron Technology stock while significantly increasing investments in Nvidia. Micron reported substantial growth driven by supply constraints, securing 16 multiyear contracts for stable pricing over the next few years. Meanwhile, Nvidia continues to dominate in AI infrastructure, with anticipated earnings growth of 56% annually through 2028.
The financial market shows divergence in trends, with Micron trading much higher compared to its historical valuations, while Nvidia is poised for strong growth driven by innovations such as the Vera Rubin platform and entry into the PC market later this year.
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