History is About to Be Made…Trump’s Stock Trades Could Make Millionaires.

President Trump making history with his stock trades. These are the top three insights you can use from the president's playbook. Joining us today is market beat analyst Thomas Hughes to dive into the 3700 trades the president made in Q1 of this year. Thomas, let's just talk about how significant that number is. >> I mean, it's really a mind-boggling amount. I mean, I think active traders that do it for a living don't trade as much as Trump did. I mean, 3,700 trades, um, hundreds of millions of dollars, um, like a dozen trades per day on some days. I think the volume exceeded all of Congress for the same period. It's just really a mind-blowing amount. Really, anybody that trades that much is probably their own worst enemy because it's just too many trades to keep track of really. It's just there's no way to keep track of it all. It's a lot to dive into and I know that you dove into the list for us today and you have narrowed it down to three sectors of the market where the president was buying the heaviest and we're going to go over some specific names because this video is not about debating whether it was a good or bad thing that the president was trading this much. It's really more so talking about the insights retail investors can still gain from the president's playbook and all of those trades he made in Q1. So, we're going to dive into that, but first let's just talk about logistics. you know, he's doing small thing like running the country, meeting with world leaders, having all of this work happening right now. Where would he find the time to make all of these trades or do you think that there is someone else behind the scenes making some of these trades for him? >> Well, you know, they say that there's a third party, a manager for his blind trust and and it has to be that way. I mean, there's no way that he could do this. I mean, certainly he could do some of the trades, but to to to be in the market all day long trading that that much, it's it's like, what else is he going to be doing? He's got his his job, you know? to run the country. So, I I I I honestly think that there is somebody else doing this. And to me, the volume of the trades and the the third party angle kind of plays into Trump's playbook. He's well known for being a smok and mirrors, likes to mess around with the media. So, I don't put a whole lot of stock into all of the activity. I'm sure some of those things were actual real things that that his trust wanted to buy, but probably a lot of it was just, you know, just fluff. Making actions, making activity, making things for the people to talk about. I think during both campaigns he says what I say in public is not what I'm really doing. You know cuz he's like I'm not going to tell you what I'm doing because that disrupts the negotiation pro process you know if you tip your hand. So I I think a lot of this just falls into that category. >> Interesting take for sure. But this is clearly a lot of trades no matter who you think did them for the president. It's a big number. If you're a trader aspiring to make that many trades this quarter you're going to need a good platform. A big thank you to Public for sponsoring today's video. This is an investing platform that lets you invest in stocks, bonds, options, crypto, and more. But what makes it different is how deeply AI is built into the whole experience. You can get earnings call summaries, find out why a stock is moving, and actually turn your own investing ideas into something you can invest in. That last part is called generated assets. You type in a thesis, something like defense tech companies that are growing revenue 25% year-over-year. 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And I think that is really telling one because AI is really driving the market today. But two, these are all the companies that we've been talking about for the last two or three years that are the ones that are going to win AI. They're the ones that had the money, had the established businesses, had the technology, had the power to follow through on all these things. these are the ones where all the all the revenue is flowing today. So, I I think that that uh that's a good that's a good sector for investors to be in. I think all the names that I've seen uh so far on the list are pretty good quality investments as well. >> Yeah, we see that from plenty of members of Congress. We do these videos all the time where we're tracking what members of Congress are doing. There's a special section on marketbeat.com specifically to follow congressional trades to see what our lawmakers are buying and selling right now. And big tech is always at the top of the list. It's always the the Nvidas, the Microsofts, the Mag Seven names for sure. But let's look at what the president did in Q1. I know one thing that with all of these congressional trades and this presidential trades too is we're getting this data months later. So, it's delayed data. Are there still any insights to be made? And I'm curious if the president bought in Q1 and is still holding or if he sold some of those uh big tech names that he bought then. >> So, there was a fair amount of buying and selling. The way that the data is looking, it's appears that uh he held most of these big tech names. Knowing whether or not he sold them, we have to wait for the Q2 disclosures to come out. And that brings up one of the sticking points that the market and the public has is that the president is supposed to disclose these trades within a certain window. And many of them, if not all of them, weren't disclosed until well after the fact. So, in that sense, he was kind of skirting the laws. Uh the trades themselves weren't illegal, but certainly some some questions about the the the process and the execution. Yeah, we hear that with congressional trading frustrations all the time, too. Investors wanting to learn something from what these lawmakers are doing. And we get the information on what trades they made 30 days, maybe 45 days later. I believe that's the the laws. It has to be within 40 >> 45 days, right? >> Yeah. Within 45 days of that trade. And so getting this delayed information, are there still insights to be made? So big tech specifically, Trump invested a high dollar volume into this sector. Is there still money to be made investing today and looking at the names that he chose to invest in and is still potentially holding? Can you as a retail investor still make those trades today and have them be good for your own portfolio? >> Yeah, I think that big tech has got a quite a long runway ahead of it. Um, AI still in the very earliest stages. The news stream over the last few weeks has shown bits of evidence for positive feedback loops forming where when you build infrastructure and train a model and develop an application, new use cases arise, more demand arise and that just fuels the whole the whole system. Nvidia's results came out this week and again mind-blowing. I mean the company is accelerating again, outperforming estimates again, raising guidance again, guiding for more acceleration. It's just it's really insane and unreal how big the AI market is right now and how it is still growing. >> Yeah, Nvidia is a great illustration of a tech company out there that AI story that continues to grow year after year, continuing to beat and raise of the names that the president invested in big tech. Is there one or two in particular that you would find the best buys right now just looking at the president's playbook? >> To me right now, I think Oracle is one of the best plays. This stock is still down pretty hard after the SAS apocalypse. Um, it is rebounding. It is setting up for another advance. Its results were equally strong. It'll it's a a midcycle reporter, so it'll be reporting its earnings in two or three, maybe four weeks. Should be a catalyst for it and for the market in general. >> All right. A good big tech name to look at. Let's move on to that second sector where we saw the president heavily investing in Q1 of this year. >> The media segment. And the media segment trades were really kind of eyeopening uh because he's got his own media company, Donald Trump Media, right? And he is uh trying to put that forth as um a bias-free democratizing, you know, news media, right? But then at the same time, all these other legacy media companies who were embroiled in and takeovers and consolidations and and um government regulatory issues were being bought by the president. So which is it, Mr. President? Is it Donald Trump media and and this new method, this new this new way or is is it the legacy way? So, it appears like maybe, you know, the legacy way is where the money's being made and perhaps those profits are going to be channeled into his own his own empire, but we'll have to see about that. >> I think this is a great thing to talk about because um media companies rarely come up as stocks that we talk about on this channel. It's not a hot sector. It's not something many retail investors are looking at right now. So, one, why do you think the president was looking at this sector that's been pretty sleepy over the last few years? And then two, let's talk about some of the specific names that he was investing in. >> Man, I really couldn't say. Um, I think that with first the entertainment market, the media market has really been changing with with the with the internet and with with computers and technology. So, a lot of these companies are trying to shift and to to evolve with the times, become streaming giants. And so, I think a lot of that focus is is with that. As far as individual names, uh he was investing in Warner Brothers and Disney and um I believe also in Paramount. And all of these stocks are involved, you know, either in issues with regulators or just in internal you internal conflicts and consolidations that have, you know, presented some some buying opportunities over time. It's just going to be a matter of of which ones are able to get consumer interest and maintain the consumer uh demand for their products. But as it stands right now, it seems like each of the media companies have a competitive edge. They've all got some some franchises that are doing well. Uh so I think over time the group is more of a of a bundle trade than um a specific single stock trade. >> That's an interesting take on this sector. I think another thing I think about back in Q1 with some of the names you mentioned, weren't there some uh you know potential merger discussions happening during Q1 of this year or was that even further back? I can't quite remember. >> Well, no, that was during Q1. That was a Warner Brothers discovery I think and and Paramount a lot was part of that and then there were some other media stories as well going on. >> Yeah. So it looks like the president was buying into that at some point. Was he selling into that too? >> It does look like he made some some buys and sells in that sector. >> Okay. Are there any specific names that stand out to you as a stocks individual stock that you would recommend buying in this media sector or is it one that you wouldn't really recommend any specific stock? >> Well um as far as media stock goes uh the one that I like the best is Disney. The stock price is pretty low, has corrected pretty hard a few years ago during some CEO issues. Right now, what we have going on is the uh the company's a mid turnaround. Bob Iger got it back on track. We just had a CEO change. Um we're looking for some accelerated business this year. One of the catalysts that's in play now also is the resumption of capital returns. So, we've got dividends, dividend growth, and share buybacks also in play. As far as the chart goes, to me, it looks like this market has consolidated pretty well near its current levels. It's got pretty solid support from um from long-term holders along along the long-term moving average. It could move sideways for the foreseeable future, but I think the the long-term prospects for Disney are pretty robust. I think this stock could easily uh reclaim its all-time highs and possibly set new highs over time. >> Yeah, the media companies, you mentioned this already, this landscape is changing quite a bit and there will be winners and there will be losers. So, it's good to know that Disney is your pick in this area. I think another indicator you can look at along with what members of Congress and the president are trading on media stocks is also looking at what the insiders at some of these media companies are doing to see if any of these media companies made Thomas' special report. It's a list of 12 stocks corporate insiders are abandoning. You can scan the QR code or click the link in the description to get that free report right now on marketbeat.com. Again, it's just another metric to look at to see what those corporate insiders are doing and whether a stock might be a buy or a drop depending on what those insiders are doing. All right, Thomas, let's move on to the president's playbook a little bit more. What is that third sector that you are looking at? >> Well, the third sector is defense, and that's really not surprising given that the president's bent on international uh politics. Defense stocks have been pretty well supported by international conflict and demand for drones and unmanned vehicles. But the stock that really stands out in this sector that he was trading is Boeing. Boeing has been struggling with many issues over the years. Uh one of those issues has been kind of um the company's been frozen out of China. It hasn't been able to sell planes in China for quite a long time. And one of the news stories that came out uh this spring with with uh Trump's summit in China is that China's decided to buy Boeing planes again. That just, you know, points to improving revenue and and earnings metrics for this company. As far as the stock price goes, it reflects solid support at current levels and a uh potential for rebounding. >> It's an interesting name to look at in defense for sure. There's so many different names out there. The drone stocks, like you said, I think this is one area when we talk about following congressional trades, presidential trades. This is an area where these lawmakers know the amount of investment coming into this sector because they're one of the main clients. the the US government is a one of the main if not the only main customer for a lot of these defense companies out there. And so I think it is uh insightful or or a little bit telling for investors to know that the president is investing and putting his own money into some of these defense names. It's also uh interesting that he was investing at a time when a lot of these names were down. Q1 was a little complicated because I think that's when the Iran conflict started and we saw initially a spike in some of these defense names and then quickly followed by many of them as a group tumbling down and they've all been still kind of on that pullback for a while. So do you think that there's anything to say about the timing of buying into this defense sector? >> Well, right. So, the defense stocks, you know, coincidentally, are also being impaired by Trump's policies uh because he's got um watchd dogs investigating them, watching them uh for contract delays and over cost overruns, and he's got them suspending dividends and and share buybacks until they're able to prove that they can operate profitably and within their contract specifications. >> Any other specific names that he was buying in the defense sector that might be good for investors to pay attention to? Well, in the defense space, it looks like he's focusing more on the components than on the the end manufacturers. So, I think that's, you know, pretty critical. The components could go to any end product. So, that leaves um a question as to which manufacturers are going to be receiving most of the bulk of the business. But in addition, I'm also Palunteer and Palunteer is a really strong stock for government business right now. It's uh it's the government's data mining service and helps them uh produce actionable insights you really across the government platform. Uh, clearly Trump is one of the palunteer bulls out there. If you want to hear another conversation from one of the biggest palunteer bulls around, make sure to watch the interview I had with Tom Nash on the show just last week. It's a really great conversation. And if you haven't seen it yet, you can watch the full video