$NVDA, $MSFT, $AMZN: Trump’s AI Supercycle Portfolio Explained

All the stocks Trump bought are up 100%-200% so far.

When he says to "BUY THE DIP" you do it if you want to retire before 40.

1/ $NVIDIA(NVDA)$

— AI compute is the oil of the 21st century. He knows.

2/ $Microsoft(MSFT)$

— Azure + OpenAI partnership. AI cloud dominance isn't slowing down.

3/ $Broadcom(AVGO)$

— Custom AI chips. The picks-and-shovels play nobody talks about.

4/ $ServiceNow(NOW)$

— Enterprise AI automation is printing cash every quarter.

5/ $Oracle(ORCL)$

— Data center buildout + cloud contracts with the US government. Conflict? Maybe. Smart? Absolutely.

6/ $Amazon.com(AMZN)$

— AWS is still the backbone of global AI infrastructure.

7/ $Apple(AAPL)$

— $3T company. Boring? No. Safe, massive, and AI-integrated hardware is coming.

8/ $Boeing(BA)$

— He's been publicly pushing Boeing deals to foreign governments. Then bought the stock.

9/ $Cadence Design(CDNS)$

— Semiconductor EDA software. Every chip that gets designed needs Cadence.

10/ $Axon Enterprise, Inc.(AXON)$

— Defense tech + law enforcement AI. Right in Trump's policy lane.

11/ $Vanguard S&P 500 ETF(VOO)$

— Even the President keeps it simple with broad market exposure.

12/ $TransDigm(TDG)$

— Defense aerospace parts monopoly. Wars are good for margins.

Remember, Trump sets the policy then buys the stocks that benefit.

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  • 火舰鸟
    ·14:32
    I need to buy a quarter million shares for each ticker. To retire at 30. 😬
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