u/yigitaga32

What you should know:

• The Trump Administration bought $400M worth of MP Materials stock on July 10, 2025.
• MP is up 23% since then.
• The stock surged 8.9% after Trump said “Department of War took a $400 million stake in MP Materials, which is already worth nearly $1.2 billion. It's gone up greatly in value.”
• That claim isn’t accurate (he remembers the peak where MP was $100 per share), but the comment appears to have moved the stock.

Source: insidercat.com

Details:

• Trump made a bullish mention of Nvidia on July 29 during remarks announcing plans to revitalize Dulles Airport.
• NVDA: +17.8% since then / S&P 500: +6% over the same period.
• Trump: “Jensen Huang, who’s here someplace, and he’s – if we can do with an airport like he does with chips, it’ll be the greatest airport anywhere in the world”

Source: insidercat.com

Just came across a popular Twitter account posting this.

• This disclosure isn't recent at all. It's from a Form 278-T signed on May 13 (filed on May 8)
• Per his later OGE Form 278e annual filing (published 30 Jun 2026), we have confirmation that he just holds a $1k-15k ZBRA position. In an $800M portfolio this is a rounding error.
• Their admins thought 05/08 meant "August 5", probably confused the American date format with the European one.
• Trump did not file any other OGE Form 278-T (transactions report) after his 2026 annual filing.

See more:

• Trump made a bullish mention of Nvidia on July 29 during remarks announcing plans to revitalize Dulles Airport.
• NVDA: +8.9% since then / S&P 500: +3.9% over the same period.
• All mentions are captured and analyzed on the same day.
• Trump: “Jensen Huang, who’s here someplace, and he’s – if we can do with an airport like he does with chips, it’ll be the greatest airport anywhere in the world”

Source: insidercat.com

See more:

• Trump made a bullish mention of GM on July 13 during remarks at the Freedom 250 Grand Prix Showcase.
• GM: +13.5% since then / S&P 500: -1.4% over the same period.
• All mentions are captured and analyzed on the same day.
• Trump: "The President of General Motors, Mark Reuss, and say hello to Mary and everybody. She's a fantastic person. It's a great company. It's a hot company. We just ordered a lot of Escalades for security purposes"

Source: insidercat.com

>Trump Media & Technology Group has unveiled a paid-for, licensed data feed that will give banks ​and trading firms "the fastest" access to posts from influential Truth Social ‌accounts, such as President Donald Trump's, whose posts often move global markets.

>The product, called 'Truth API', will deliver posts from the 10 most influential accounts to customers at a significantly ​faster pace than a regular push notification on the Truth Social ​platform, a spokesperson said.

Do you think it could be a useful trading signal?

Source: https://www.reuters.com/technology/trump-media-unveils-data-feed-businesses-tracking-truth-social-posts-2026-07-16/

Highlights:

• On 30 Jun, Trump published his 2026 annual financial disclosure.
• Holdings (see 2nd pic): PLTR (+14.6%), RTX (+3.2%), LMT (+1.0%), NOC (+3.1%), HWM (+3.9%)
• Benchmarks: S&P 500: +1.1% / Trump's overall portfolio: +3.2%

Source: insidercat.com

See why it matters:

• The Clarity Act clarifies SEC vs. CFTC jurisdiction over digital assets and regulates stablecoins, exchanges, and tokenization.
• Direct beneficiaries: COIN and CRCL. Coinbase will be able to list more tokens without securities registration risk. Stablecoin framework legitimizes Circle's USDC business.
• Secondary beneficiaries: Bitcoin holders like MSTR and maybe retail trading platforms like HOOD due to higher retail volumes.
• Trump owns small amounts of COIN (+8.8%), HOOD (+11.7%), MSTR (+8.9%)

What do you think?

The story:

• 11 Jul (Sat): IRGC strikes a vessel in the Strait of Hormuz as it used an "unauthorized route".
• 11 Jul (Sat): Iran closed the Strait of Hormuz "until further notice".
• 12 Jul (Sun): US struck 140 Iranian targets, Iran retailated by striking US targets in the Gulf.
• Trump’s oil stocks since disclosure (30 Jun): +4% (XOM, CVX, COP, OXY)

Source: insidercat.com

Details:

• NATO leaders unveiled more than $50B in new defense agreements at the Ankara summit as European allies ramp up military spending.
• Reported beneficiaries include Northrop Grumman (surveillance drones) and Saab (aircraft), while Lockheed Martin, RTX (Raytheon) and other U.S. defense firms are expected to benefit from increased demand for Patriot, Tomahawk, and other missile systems.
• The UK, France, Germany, and nine other European countries also committed to investing $50B+ over the next decade in long-range precision strike capabilities.
• NATO Secretary General Mark Rutte called for a defense-industry “revolution” to address growing security challenges posed by Russia, China, North Korea, and Iran.

Source: https://www.reuters.com/world/nato-unveil-big-arms-deals-ankara-before-summit-with-trump-2026-07-07/

See details:

• Stocks mentioned by Trump since Jan 2025 are up +92.8% on average. (S&P 500: +29.2%)
• "Northrop Grumman is moving forward with the sale of advanced American drone technology. We're actually the leader in drone tech, a lot of people don't know that."
• "We make the best equipment (...) I wish we made it faster because we could sell as much as we could make."
• "I had Lockheed and, uh, every one of the companies, all of the companies, Raytheon, as an example, Boeing, so many of those great companies are now building plants."

Source: insidercat.com

Highlights:

• NATO officials said $50B+ in new defense deals were unveiled at the Ankara summit as European allies accelerate rearmament.
• Reported beneficiaries include Northrop Grumman (surveillance drones) and Saab (aircraft), while Lockheed Martin, RTX (Raytheon) and other U.S. defense companies are expected to benefit from rising demand for Patriot, Tomahawk and other missile systems.
• The UK, France, Germany and 9 other European countries also announced plans to invest $50B+ over the next decade in long-range precision weapons.
• NATO Secretary General Mark Rutte called for a defense-industry “revolution,” citing growing threats from Russia, China, North Korea and Iran.

Published after the British bombarded Alexandria as a first step before they intervened in Egypt against Ahmed Urabi (1882, Second Anglo-Egyptian War)

One of the earliest uses of the octopus as a symbol of imperialism.

Mentions in the past:

• +58.1% after "Go out and buy a Dell, they're great" (8 May) (2nd pic)
• +178.9% after "Michael and Susan Dell, Dell Computer, go out and buy a Dell computer. They're great because he put up $6,250,000,000" (27 Feb) (3rd pic)
• Note: Trump owns $10.1M worth of Dell stock.

Source: insidercat.com

Let's see what happened after the mentions in the past:

• +58.1% after "Go out and buy a Dell, they're great" (8 May)
• +178.9% after "Michael and Susan Dell, Dell Computer, go out and buy a Dell computer. They're great because he put up $6,250,000,000" (27 Feb)
• Other bullish mentions today: WMT, MU, ICE

Source: insidercat.com

Como é calculado:

• Fonte: insidercat.com
• Recolhemos diariamente os discursos e publicações de Donald Trump nas redes sociais, com cobertura de dados desde janeiro de 2025.
• Incluímos apenas menções explícitas a empresas e excluímos declarações mais gerais sobre a economia ou os mercados, de forma a reduzir o ruído.
• Assumimos uma compra de $1.000 para menções positivas e uma venda de $1.000 para menções negativas, ao preço de fecho ajustado na data da menção.

Details and methodology below. Happy 250th to all Americans!

• Source: insidercat.com
• Performance since Jan 2025: Trump Mentions +89.9% vs. S&P 500 +28.0%
• We collect Donald Trump’s speech transcripts and social media posts daily, with data coverage starting in January 2025.
• We only include explicit company mentions and exclude broad statements about the economy or markets to reduce noise.
• We classify each mention as bullish, bearish, or neutral by cross-checking three large language models and validating the output with source quotes. (See 3rd pic)
• We assume a $1,000 buy for bullish mentions and a $1,000 sell for bearish mentions at the adjusted close price on the mention date. Portfolio estimation uses FIFO and performance is measured using TWR (Time-weighted return), an industry standard to evaluate fund managers' performance independent of deposits.

A portfolio trading on Trump Mentions is up +90% since Jan 2025 (vs. +28% SPY): See details here

See the original Truth Social post: https://truthsocial.com/@realDonaldTrump/posts/116850596821921968

Given Trump has also acknowledged the government's successful investment in Intel (Bought $9.8B on 22 Aug 2025 at $20.47 per share. Now up >520%), seems like we'll see more acknowledgements like this. (See details: “we made an Intel deal. You know that, right? We made about $40 billion on that.”)

PS: Mods, could we also have a post flair like "Trump Mentions"?