r/TrumpsTrades

https://youtu.be/TcGfGsAa1gk

Highlights:

• Pentagon started "Drone Dominance Program", providing $1.1B funding to drone companies. Goal is to get 340k drones by 2027. PUSA, UMAC, JFB (Xtend reverse merger) expected to get funding.
• FY27 defense budget request allocates $75B to drones (+40% vs. this year)
• TDY builds drone payloads and sensors. Won military contracts for loitering munitions in Dec 2025. Just +16.2% YTD. (See 2nd pic for details)
• AVAV builds loitering munitions Switchblade 300 and 600. Only politician holding is Gil Cisneros who serves in the Armed Forces Committee. He's holding despite being -23% down.
• This is for the short term. For medium/long term bets, think of autonomous land & sea vehicles, humanoid robots, etc.

Analysis made using an MCP server to pull political trading data & Claude 5 Fable (latest, most capable model). Please add the reason too when you mention a stock :)

8th June 2026: Trump is claiming Iran and Israel are heading into an “immediate ceasefire” and must “stop shooting immediately.”

But current reporting says something more limited: Iran’s military has announced a halt to its own strikes and a pause in offensive operations, while warning it will hit back hard if Israel or its allies attack again.

So right now this looks like a unilateral, conditional pause by Iran, not a clearly agreed, mutual and verified ceasefire between Iran and Israel.

As always, treat big political victory laps with caution until both sides and multiple outlets are saying the same thing.

https://www.cnbc.com/2026/06/07/iran-fires-missiles-israel-ceasefire-strains.html

https://www.rferl.org/a/iran-israel-attacks-pause-trump-deal/33775868.html

https://news.sky.com/story/iran-war-latest-trump-strikes-strait-hormuz-israel-hezbollah-live-13509565

Add a scrolling ticker to your website with new Trump trades added daily

https://www.brixnation.com/free-ticker-widgets.html

It's easy.

• If it's done by Trump himself or Melania Trump, there should be an OGE 278e Form (annual report showing positions), or an OGE 278-T Form (report showing new transactions).
• If it's done by another family member, their deals are significant enough to be an SEC Form D, an official press release, or to be reported by Reuters/WSJ. For smaller trades, they have no obligation to disclose. That legal requirement only covers spouse & dependent children.
• If it's done by the Trump Administration, those are followed by a press release by either the related government institution, or by the company being funded. Major financial news outlets will also report on it.
• For mentions/endorsements (not trades) by Trump, they all have social media accounts you can check.

I was chatting with friends earlier today where someone was talking about "Barron Trump buying $40m of oil before the Iran War".

I was a bit shocked because I track political trading for (sort of) a living and I had never heard of it. Turns out the source was a random anonymous Twitter account.

Note: This post doesn't label stocks mentioned/endorsed by Trump as false information. It is specifically about claims on "trades".

Here is the TLDR Version:
This announcement was made today(05/06/26)

Trump’s meeting top AI firms next week to discuss the US government taking equity stakes in AI companies so Americans share in the profits. His own team is already split on the idea. Meanwhile markets are down hard today on chip selloffs and a hot jobs report killing rate cut hopes. Bullish long-term signal for AI/quantum, messy short-term noise.

Non TLDR VERSION

Trump announced today (June 5) he’s gathering “all the big ones” — OpenAI, Anthropic, Google, Microsoft, xAI likely — at the White House as early as next week.

• Main topic: Should the US government take equity stakes in AI companies so ordinary Americans profit from the AI boom? Trump’s words: “pieces could be given to the American public.”

https://www.bbc.com/news/articles/c98r8r7dz5no

• Also on the agenda: AI safety/regulation — Trump already signed an EO on June 2 asking AI firms to let the government preview models 30 days before release.

https://www.whitehouse.gov/presidential-actions/2026/06/promoting-advanced-artificial-intelligence-innovation-and-security/

• OpenAI and Anthropic have already been floating “public wealth fund” ideas separately, so there’s industry appetite for some version of this.

• BUT Trump’s own former AI czar David Sacks pushed back today, calling it “corporate-government fusion” — so don’t expect a clean announcement.

🚀 Bull case
Government becomes a forced buyer of AI stocks → OpenAI IPO gets pushed forward → quantum gets labelled “national AI infrastructure” → regulatory clarity re-rates the whole sector → foreign capital floods into US AI names.
Net result: everything AI/quantum goes up. A lot. Fast.

🐻 Bear case
Government takes equity → AI firms face political interference, slower deployment, and constant oversight → OpenAI/Anthropic restructure to comply, killing commercial agility → quantum gets lumped into a bloated bureaucratic “national AI strategy” that underfunds and overregulates it → foreign capital pulls out citing US government overreach → everything AI/quantum de-rates.
Net result: the meeting next week produces a vague statement, nothing concrete happens, but the regulatory uncertainty overhang stays — and that alone is enough to keep growth multiples compressed for months.

Possible movers:

• Warrior Met Coal (HCC)
• Core Natural Resources (CNR)
• Peabody Energy (BTU)
• Alliance Resource Partners (ARLP)
• Natural Resource Partners (NRP)
• Ramaco Resources (METC)
• NACCO Industries (NC)

https://rollcall.com/factbase/trump/topic/calendar/