Whitehouse Picks

Sourced · Facts only · Current administration (2025–2026)

WhiteHouse picks.

Two sourced, reverse-chronological records for the current administration (President Donald Trump). First: the companies, crypto, and sectors he has publicly praised, name-checked favorably, or benefited through policy. Second: his own publicly-disclosed investments and trades, drawn from federal financial-disclosure filings. What was said or done, the exact date, the market reaction, and a credible source for every line. No opinion, no framing, facts and dates only.

Window: 2025–2026 · 11 in Praising & Touting · 7 in Stock Portfolio & Trades

All Praising & Touting Stock Portfolio & Trades

Praising & Touting

Public companies, crypto, or sectors the President has praised, name-checked favorably, or benefited through policy action. Newest first.

May 22, 2026

"Micron's great", name-check at a New York rally

MU Praising

Speaking in Suffern, New York, Trump praised the memory-chip maker: "Micron, boy Micron's great, they're investing hundreds of billions." His own latest disclosure showed he had bought between $50,000 and $100,000 of Micron stock in March 2026.

Stock move: Micron jumped roughly 20% and climbed about 35% over five days, briefly pushing its market value above $1 trillion for the first time. Source: 24/7 Wall St. (May 26, 2026); Benzinga; Yahoo Finance / Reuters (May 2026). May 8, 2026

"Go out and buy a Dell", White House Mother's Day event

DELL Praising

At a White House Mother's Day luncheon, Trump thanked Michael and Susan Dell by name and told Americans to "go out and buy a Dell," calling the devices better than other computers. He had first used the "go out and buy a Dell" line at a Rome, Georgia event on Feb 19, 2026. The Dells had pledged $6.25B to "Trump Accounts" in December 2025. Trump's own account had bought $1M–$5M of Dell stock on Feb 10, 2026. Weeks later, on May 28, 2026, the Pentagon awarded Dell Federal Systems a five-year, $9.7B contract.

Stock move: Dell surged as much as 14.6% intraday on May 8, hitting an all-time high of $263.99 and closing near $260.46 (up ~12%); shares were up roughly 107% year-to-date. Source: TheStreet; Yahoo Finance (May 8, 2026); CNBC (May 28, 2026); Euronews; HuffPost. Apr 10, 2026

Praises Palantir by name and ticker on Truth Social

PLTR Praising

Trump posted on Truth Social that Palantir had "proven to have great war fighting capabilities and equipment," naming the company and its ticker. His Q1 2026 disclosure showed he had purchased between roughly $247,000 and $630,000 of Palantir stock during the quarter, including about seven March transactions worth as much as $530,000 before the post.

Note: The buy-then-praise sequence drew ethics scrutiny; the White House says trades are made by independent managers, not directed by Trump. Source: CNBC (May 15, 2026); Foreign Policy Journal; OGE Form 278-T (released May 14, 2026). Dec 19, 2025

Expanded "most-favored-nation" drug-pricing pacts with drugmakers

PFEAZNLLYNVOABBVBMYJNJ Praising

The White House announced additional drug-pricing agreements, extending the model begun with the Pfizer deal. By December 2025, 14 of 17 companies the administration approached had signed pricing agreements, including Pfizer, AstraZeneca, Eli Lilly, and Novo Nordisk, in exchange for relief from threatened pharmaceutical tariffs.

Sector move: Biopharma equities broadly climbed as the deals reduced tariff uncertainty across the sector. Source: Al Jazeera (Dec 19, 2025); BioPharma Dive; AJMC. Sep 30, 2025

Pfizer drug-pricing deal + 3-year pharma-tariff exemption

PFE Praising

Trump announced an agreement under which Pfizer would offer "most-favored-nation" pricing to Medicaid and sell via a planned "TrumpRx" website, in exchange for a three-year exemption from pharmaceutical-specific tariffs and a pledged $70B in US manufacturing. A 100% branded-pharma import tariff was set to take effect Oct 1 for non-investing firms.

Stock move: Pfizer closed up >6%; Eli Lilly +5%; AbbVie and AstraZeneca +3%; J&J and Bristol Myers Squibb +2% each. Source: CNBC (Sep 30 & Oct 1, 2025); Pfizer press release; NBC News. Aug 22, 2025

US government takes ~10% equity stake in Intel

INTC Praising

Trump announced that Intel agreed to sell the US government a roughly 9.9% equity stake. The government purchased 433.3M shares at $20.47, a total $11.1B investment that included $5.7B of previously-awarded-but-unpaid CHIPS Act grants. The government pledged not to seek a board seat.

Stock move: Intel rose ~6% during Friday trading; roughly flat in extended trading. Source: Washington Post; CNBC; NPR; Intel SEC Form 8-K (Aug 22, 2025). Aug 11, 2025

Nvidia H20 China-export deal (15% revenue to US government)

NVDA Praising

Trump said the administration cut a deal letting Nvidia resume selling H20 AI chips to China, with the US government taking 15% of those China sales. The H20 had been effectively blocked since an April licensing requirement that cost Nvidia ~$2.5B in shipments. Trump said he sought 20% and CEO Jensen Huang negotiated to 15%.

Stock move: Nvidia later reported $46.7B quarterly revenue (+56% YoY), though it shipped no H20s to China that quarter. Source: NPR (Aug 11, 2025); TIME; CNBC; Fortune. Aug 6, 2025

Apple raises US-investment pledge to $600B at White House

AAPL Praising

CEO Tim Cook appeared with Trump in the Oval Office to add $100B to Apple's prior $500B US-investment commitment (first announced Feb 24, 2025), bringing the total to $600B over four years. The appearances were widely read as aimed at easing tariff exposure on Apple's imported devices.

Stock move: Apple shares rose ~5% during trading on Aug 6, 2025. Source: CNBC; Fast Company; TIME; Apple Newsroom (Feb 24 & Aug 6, 2025). Jul 1, 2025

White House threatens Musk's federal subsidies amid feud

TSLA Praising

After a public falling-out with Elon Musk over the "Big Beautiful Bill," Trump publicly threatened to review or withdraw federal subsidies tied to Musk's companies. (Included as a documented White-House statement that measurably moved a listed stock, in the negative direction.)

Stock move: Tesla fell ~5%+ on Jul 1; an earlier feud-day plunge wiped ~$152B in market cap, its largest single-day loss ever. Source: Axios; CNBC; ABC News; CNN Business (Jun-Jul 2025). Jun 16, 2025

Approves Nippon Steel takeover of US Steel via "golden share"

X (delisted) Praising

Trump issued an executive order approving the Nippon Steel acquisition of US Steel under a National Security Agreement granting the government a "golden share" with veto rights over closures, name changes, and salary cuts. The agreement included more than $11B in new US steelmaking investment by 2028.

Stock move: US Steel gained >5%, closing at $54.85, its highest close since 2011, before shares stopped trading June 18 and were delisted June 30 upon deal close. Source: CNBC (Jun 16, 2025); Fox Business; NPR; CSIS. Mar 6, 2025

Executive order: Strategic Bitcoin Reserve + Digital Asset Stockpile

BTC / ETH / XRP / SOL / ADA Praising

Trump signed an executive order establishing a Strategic Bitcoin Reserve (capitalized with forfeited government BTC, not to be sold) and a US Digital Asset Stockpile. Trump named Ether, XRP, Solana, and Cardano as candidates for the broader stockpile. The government held an estimated 207,000+ BTC (~$17B) at the time.

Asset move: The named altcoins (XRP, SOL, ADA) had rallied sharply on Trump's earlier weekend announcement preceding the order; the order itself disappointed some traders by not authorizing new purchases. Source: White House Fact Sheet & Presidential Action (Mar 6, 2025); Federal Register (Mar 11, 2025).

Stock Portfolio & Trades

The President's own publicly-disclosed investments and trades, drawn from federal financial-disclosure filings (OGE Form 278e annual reports and Form 278-T periodic transaction reports), SEC filings, and on-chain records. Newest first. Disclosures report values in broad ranges, not exact amounts.

Q1 2026 (Jan-Mar)

~3,600+ individual stock trades; heavy Big Tech buying

NVDAAAPLMSFTAMZNMETAORCLAVGOBACGS Disclosed trades

Two OGE Form 278-T reports released May 14, 2026 logged roughly 3,642 transactions in an account held in Trump's name over 90 days (about 58 trades per market day; ~2,345 purchases and ~1,296 sales), with cumulative value between about $220M and $750M. Large purchases ($1M–$5M each) included an S&P 500 index fund, Nvidia, and Apple; large sales ($5M–$25M each) included Microsoft, Amazon, and Meta. Other buys named Oracle, Broadcom, Bank of America, Goldman Sachs, plus municipal bonds.

Note: The White House says assets are held in a trust managed by Trump's children and that independent institutions have "sole and exclusive authority" over the trades. Source: NBC News; CNBC (May 15, 2026); Fortune; OGE Form 278-T (released May 14, 2026); whitehouse.gov filing. Feb 10, 2026

Bought Dell Technologies stock before praising it

DELL Disclosed trade

Trump's account purchased between $1M and $5M of Dell stock on Feb 10, 2026, with shares around $126. He went on to publicly tout Dell on Feb 19 and again on May 8, 2026. By late May, Dell had climbed roughly 155% since the February buy, implying unrealized gains of about $1.55M–$7.74M on the position.

Position move: Dell ~$126 (Feb 10) → all-time high $263.99 intraday (May 8), up ~107% YTD. Source: Yahoo Finance; TheStreet; HuffPost; Washington Examiner; OGE Form 278-T (May 2026). Mar 2, 2026

Bought Intel stock; also held Palantir and Micron positions

INTC / PLTR / MU Disclosed trades

Per Q1 2026 filings, Trump's account bought Intel stock on March 2, 2026 (up ~150% since), accumulated Palantir (about $247K–$630K) across March, and bought $50K–$100K of Micron in March, all companies he later praised or benefited via policy.

Note: Ethics observers flagged the buy-before-boost pattern; no insider-trading charges have been filed. Source: TheStreet; Benzinga; Quiver Quantitative; CNBC (May 15, 2026); OGE Form 278-T. Jun 13, 2025 (annual 278e)

$57.7M income from World Liberty Financial; crypto income disclosed

$WLFI / $TRUMP Disclosed holding

Trump's certified annual financial disclosure (released June 13, 2025) reported $57,437,927 in income from token sales by World Liberty Financial, the Trump-family-affiliated crypto venture co-founded with his sons. Separate reporting put the Trump Organization's H1 2025 income at about $864M, with crypto accounting for roughly $802M, about $463M from WLFI token sales and $336M from $TRUMP meme-coin sales. A Trump-family company is entitled to 75% of WLFI token-sale revenue after expenses.

Holding value: The family's WLFI stake (~22.5B tokens) has been valued around $5B; Forbes pegged the broader token pile near $175M in March 2026. Source: Fortune (Jun 15, 2025); Cointelegraph; OGE annual disclosure (Jun 13, 2025); CBS News. 2025–2026 (ongoing)

$TRUMP meme-coin stake held via Trump-owned entities

$TRUMP Disclosed holding

The Solana-based "Official Trump" token, launched Jan 17, 2025, is concentrated in two Trump-affiliated entities, CIC Digital LLC and Fight Fight Fight LLC, which together control 80% of coins remaining after the initial sale. The token spiked to an all-time high of $75.35 on Jan 19, 2025 (peak market cap ~$27B), then fell to about $2.00 by May 2026; the president's coin holdings were valued near $93M by July 2025.

Asset move: ~$0.18 launch → $75.35 ATH (Jan 19, 2025) → ~$2.00 (May 2026). Source: CBS News (Jan 18, 2025); Wikipedia "$Trump"; Public Citizen; CoinGecko price data (May 2026). May 27 & Jul 21, 2025

Trump Media Bitcoin treasury (~$2B); Trump is largest shareholder

DJT / BTC Disclosed holding

Trump Media & Technology Group (Truth Social parent; Trump is the largest shareholder) announced a plan on May 27, 2025 to raise ~$2.5B, $1.5B in stock and $1.0B in convertible notes, to build a Bitcoin treasury. By July 21, 2025 it confirmed roughly $2B in Bitcoin and relat