Trump’s latest disclosed trades were used to frame a Washington-linked basket: SPXC, TSLA, MSTR, SMCI, NVDA, PW, CRWD, NOW, CRM, CHD, MRVL, INTU, and NTRB. The strongest setup in the notes was a cluster of policy catalysts: defense, AI infrastructure, cyber, tax, and crypto rules that directly help or hurt those names. The video’s core pitch is that Trump’s filings spotlight companies with unusually direct government exposure, while several of them are already printing growth or have fresh contract/rule catalysts. NTRB closes with a microcap/speculative drug-delivery pitch and a hard warrant expiry on 2026-09-30.
Trump disclosed latest buys on Form 278-T to the Office of Government Ethics whenever his portfolio trades; the Stop Insider Trading Act was urged to pass without delay.
The White House says the president uses a third-party firm to make all transactions.
SPCX went public on 2025-06-12 at $135, raised more than $85 billion, and hit $225 within four days.
Trump’s accounts disclosed buying SPCX twice, on 2025-06-23 and 2025-07-10; SPCX then posted first public-company revenue up 92% to $7.88 billion, Starlink subscribers doubled to 12 million, and Starlink revenue hit $4.3 billion.
SPCX bought XAI in February in an all-stock deal valued at $250 billion; the AI division was said to do $2.6 billion of revenue last quarter, up 247%, with Grok and X inside the business now.
SPCX spent $18.4 billion on capex, with $15.8 billion and $8 billion said to have gone to AI; it also flew 38 launches last quarter.
The Golden Dome missile-defense plan was described as a $175 billion program announced in May 2025, and between April and July the Space Force gave SPCX $4.16 billion for threat-detection satellites, $2.29 billion for the satellite data network, $3.2 billion in interceptor prototypes, and $1.6 billion to launch the first 18 satellites.
SPCX also got NASA’s Starship lunar lander contract worth up to $4.5 billion, $749 million in rural broadband subsidies for Starlink, and FAA clearance for 25 Starship launches a year from Texas and 44 from Florida.
TSLA was sold in small amounts on 2025-07-17, 2025-07-23, and 2025-07-24, then bought on 2025-07-27; the stock was framed around record 480,126 deliveries, 25% growth, and $28.22 billion of revenue last quarter.
TSLA last quarter posted 1.4% operating margin, 33 cents a share versus about 51 expected, and negative $1 billion free cash flow while spending more than $25 billion a year on AI and robots.
TSLA robo taxis were said to run in seven metro areas, with nobody in the driver’s seat in six cities across Texas and Florida; Cyber Cab rides opened to the public in parts of Austin in early September and Nevada raised the Las Vegas cap to 5,000 cars.
TSLA full self-driving subscriptions were described as up about 56% to about $1.5 million, while Optimus production is supposed to start later this year.
Trump’s 2025 tax law ended the $7,500 EV tax credit on 2025-09-30 and zeroed out fuel-economy fines, said to destroy TSLA’s $2.76 billion-a-year profit stream from 2024, though last quarter that item was still $146 million.
MSTR was described as the largest corporate Bitcoin holder on Earth with 846,000 BTC, roughly 4% of eventual supply, at an average cost of about $75,400, funded by stock, convertibles, and preferreds; it raised about $17 billion this year.
When Bitcoin fell under $60,000 in June, MSTR sold BTC for the first time to pay preferred dividends, sold about 3,300 coins at about $64,000 between 2025-07-27 and 2025-08-09, then flipped back to buying in late August after BTC recovered above $80,000.
MSTR was said to be back in profit with Bitcoin around $84,000, sitting on about $5 billion in cash, with MSTR up 64% since the buy versus Bitcoin up 32%; Trump’s March 2025 executive order created a strategic Bitcoin reserve built only from seized coins, and the House Financial Services Committee voted 28-21 to advance a bill writing it into law with a 20-year hold.
SMCI revenue last fiscal year was $39.1 billion, up 78%, with AI more than 80% of the business; it went from around $50 in early June to about $24 by 2026-07-30 after dilution fears around a $7 billion stock-and-equity-linked raise on 2026-06-10.
The day after Trump’s buy, SMCI issued a surprise preliminary update with 15% to 17% gross margins versus its prior about 8% guide and more than $60 billion of new orders in one quarter; the stock jumped 20% on 2026-08-11.
SMCI then reported revenue up 92% to $11.1 billion and guided fiscal-year revenue of $65 billion to $72 billion versus $39 billion last year; the DOJ indictment unsealed in March alleged co-founder Wally Leewa and two others diverted about $2.5 billion of AI servers to China through a Southeast Asian front, followed by Taiwan raids and August indictments over 74 Blackwell servers.
NVDA last quarter posted revenue up 106% to $96.2 billion, with $89 billion from data centers; Amazon committed to 2 million more NVDA GPUs for 2027 and 2028, NVDA spent $3.5 billion into MediaTek, and NVDA agreed to buy Hugging Face for $12.9 billion.
On 2026-08-26 NVDA forecast about 70% growth next year versus about 44% expected, saying the limit is supply not demand; the latest forecast assumed zero China data-center revenue and framed China as pure upside if it opens.
In 2025-04 the administration blocked NVDA’s H20 chip from China and NVDA wrote off $4.5 billion; three months later the ban was reversed after Jensen Huang met Trump, in exchange for a 15% cut of China chip sales, later raised to 25% for H200 in December.
Palo Alto Networks closed the Cyber Arc deal in February, expanded into identity security, launched a threat-defense service built on Anthropic and OpenAI frontier models, and posted $9.1 billion of next-gen Security ARR, up 63%, with $21 billion of contracted future revenue.
On 2025-12-04 the GSA announced the first pure-play cyber security 1gov deal with PW, giving 60% off software firewalls and cloud access across federal agencies through 2028-01 and tying the deal to Trump’s AI push; PW also had a $33 million cabinet-agency deal, an enterprise license with the nuclear security agency, and Defense Department cloud-security clearance.
CrowdStrike’s Falcon platform watches laptops, servers, and cloud; annual recurring revenue was $5.84 billion and last quarter net new ARR was a record up 51%, while the narrative flipped from AI killing cyber to AI forcing every company to buy more security.
ServiceNow had a single US federal channel partner for 13% of first-half revenue, McDermott said after Doge launched that the company was going all in with Doge, and the GSA cut a deal for up to 70% off core product across government.
CRM’s July 24 VA contract was worth up to $1.6 billion over three years to deploy AI agents for veterans’ care scheduling, the Army rolled Agent Force to 9.2 million soldiers two weeks later, and the Air Force signed a $72 million deal in July.
CHD was framed as a $6.2 billion-a-year staples company with no real direct Trump links found, but tariffs hurt it and the Supreme Court’s strike-down of Trump emergency tariffs makes big refunds a possibility.
MRVL makes the optical chips, switches, and interconnects that connect AI data-center GPU clusters; on 2025-08-04 the stock jumped 13% as Reuters reported an FCC draft ban on new Chinese-made optical transceivers, but the ban was never finalized and the effective order this month did not touch transceivers.
INTU’s biggest Washington rival is the IRS: Direct File launched in 2024, about 300,000 used it last year out of 30 million eligible, Intuit spent a record $3.7 million lobbying in 2024 and $3.9 million in 2025, and the administration killed Direct File while Treasury said the private sector could do better.
INTU won in court in March when the Fifth Circuit threw out the FTC’s 2024 order banning TurboTax from advertising as free; Doge-era cuts reduced IRS staff from about 100,000 to about 75,000, increasing the value of paid tax software with Live Help.
NTRB is a microcap Orlando pharma focused on transdermal patches and abuse-deterrent delivery; Versa is the platform, Aversa is pitched as the world’s first abuse-deterrent opioid patch, and Health Advances cited $80 million to $200 million in peak annual US sales for aversentil upon FDA approval.
NTRB’s pipeline also includes Versup, Versa methylapidate, and pre-clinical 4P Therapeutics patch versions of injected drugs; the IP is said to be patented in 46 countries with protection potentially running to 2046.
NTRB confirmed on 2026-09-22 that NASDAQ-listed warrants NTRBW expire Wednesday, 2026-09-30 at 5:00 p.m. Eastern with no extension or repricing; they are exercisable at $6.43 with 9,100,094 outstanding, implying about $5.9 million if exercised.