Keep calm and look for favorable entry opportunities. Scrutinize and make your choices wisely as the market swings really wildly now. 

Trump busy with the Iran war and no role focus in his portfolios. But eventually he will beat the market once things setter down

I would not treat Trump’s portfolio as a signal. With thousands of trades, it reflects high turnover and mandate-driven execution, not conviction. The hardware tilt is directionally right but late. AI bottlenecks still sit in chips and networking, benefiting names like NVIDIA and Broadcom. However, much of that upside is already priced in. On Morgan Stanley SPX 8300 vs Shiller P/E ~42: earnings growth is real, but expectations are stretched. View: Not a full bubble yet Early excess forming Upside remains but fragile Focus on selectivity, not broad chasing.

I would not treat that portfolio as a directional signal. ~3,600 trades in a quarter points to high-turnover, mandate-driven execution, not conviction. At that frequency, you are seeing liquidity management, tax positioning, and model rebalancing. Trying to “follow” or “fade” it is essentially noise trading. The hardware tilt itself is not controversial. NVIDIA, Broadcom, and SanDisk sit at real AI bottlenecks, so earnings visibility is stronger than most software names today. But the key point is timing. That trade worked best 12–18 months ago when supply constraints were underpriced. Now, parts of hardware are priced for sustained scarcity and flawless demand. So: Do not follow the disclosure mechanically Do not reflexively fade it either Use it as confirmation of where capital is cluste

Trump’s “rotation” is not a clean signal. Disclosures are lagged, partial, and likely managed by advisors, so treating them as a trading edge is unreliable. The hardware tilt does reflect reality: AI bottlenecks sit in GPUs, memory, power, and networking. That is where pricing power is strongest today. Software monetisation is lagging as enterprises still test ROI. But following that blindly now is late-cycle behaviour. Much of hardware is already priced for near-perfect demand. On SPX 8300 vs Shiller P/E ~42: the EPS growth story is real, but expectations are stretched. At these valuations, markets need sustained high growth with minimal disruption. Base case: not an immediate bubble pop, but conditions are forming. Upside remains, downside risk is asymmetric. Selectivity matters more th

Ojjbbbnnnnnnn...........

Personally, I won’t follow his rotation. he’s trading, but I prefer to invest so a good mix of both hardware and software is better for my portfolio. Will continue to dca.

both hardware n software is important... need each others...buy when the stock price is drop regardless hardware or software

Should Investors Follow Trump's Trades? 🌟🌟🌟On May 14 - 15 2026, the US Office of Government Ethics dropped a staggering 113 page OGE Form 278-T financial disclosure detailing the personal portfolio moves of President Donald Trump. This wasn't the standard dusty balance sheet review.  The filing revealed an absolutely frenetic 3,642 securities transactions executed in Q1 2026.  Clocking an average 60 trades per day, Trump orchestrated a massive USD 220 million to USD 750 million capital rotation right from the White House. The Great Tech Realignment  The Massive Exit: Dumping the Software Stocks  The portfolio executed massive liquidations in software stocks.  Microsoft, Amazon and Meta Platforms were sold off.  This implies a view that these stocks have become

Trump is changing his portfolio to take advantage of the changes in value of software and hardware. $Microsoft(MSFT)$: trump is using this opportunity to sell at a high price to re buy at a lower price $Intel(INTC)$ with the negative outlook for this company trump is likely to sell this stock to take advantage of the high prices for hardware and re invest in software $meta the future of Facebook and social media is bright with a positive outlook for media

Trump or his brokers are smart. They have invested into momentum and strength and sold weakness. Irrespective of his political leanings he is making money in the stock market and in his position he should know which sectors will grow. Sometimes he promotes his holdings too like he did with Dell. So all in all I would take a close look and see what can be derived from his trades

just keep buying the undervalued stocks and allocate proportionally. don't all in. time in the market better than timing the market

Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ Large-scale buys ($1M–$5M per trade): $NVIDIA(NVDA)$ , $Apple(AAPL)$ , $S&P 500(.SPX)$ index funds New positions: $Broadcom(AVGO)$ , $Oracle(ORCL)$ , $Synopsys(SNPS)$, $Cadence Design(CDNS)$, $Texas Instruments(TXN)$ Financial exposure includes: $Goldman Sachs(GS)$ , $Bank of America(BAC)$, $Citigroup(C)$, $Morgan Stanley(MS)$, $Wells Fargo(WFC)$, as well as multiple municipal bonds.

Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions. But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day.

Markets turned cautious after Trump concluded his China visit without any relaxation on AI chip export restrictions. While new energy and agriculture purchasing frameworks were discussed, investors were hoping for stronger signals on tech trade policies. Attention has now shifted toward Q1 portfolio disclosures, where traders are looking for clues on how major funds are positioning themselves amid rising geopolitical and economic uncertainty. Growth and industrial names such as TSLA, BA, and GE saw pressure as sentiment weakened across the broader market. Traders are closely watching whether institutions rotate into defensive sectors or continue buying long-term growth opportunities during the dip. Near-term volatility may remain elevated as markets digest political developments, trade pol

Brent WTI & Crude oil going to drop like crazy when USA market open tonight .... 

Brent & Crude Oil prices will drop to below USD80 once USA start selling oil to China . 

In the latest week, U.S.-Iran talks remained deadlocked, while Trump began his state visit to China. U.S. President Trump arrived in Beijing on the evening of May 13, marking his first trip to China in nine years. He was accompanied by more than a dozen top U.S. business leaders, including tech figures such as Nvidia CEO Jensen Huang. The two heads of state held talks and set the tone by stating that “2026 should be a historic and landmark year that carries forward the past and opens a new chapter in China-U.S. relations.” This diplomatic progress was viewed by the market as a “new positioning” in China-U.S. relations, significantly boosting global risk appetite. As of 2:00 p.m. on May 15, 2026, the weekly performance of key assets was as follows: In an environment where macro expectations