May. 14 at 8:26 PM
Trump’s latest disclosed positioning is screaming one thing: BIG TECH + AI + INFRASTRUCTURE.
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Follow where serious capital is flowing
$NOW
Enterprise AI + workflow automation quietly becoming mission critical.
$NFLX
Ad-supported growth and pricing power still crushing expectations.
$NVDA
The king of AI compute. Every hyperscaler still fighting for chips.
$ADBE
AI monetization accelerating through Creative Cloud + enterprise demand.
$WDAY
HR + enterprise software spending remains resilient.
ORCL
Cloud + AI data center expansion narrative getting stronger every quarter.
MSFT
Still leading the AI arms race with OpenAI integration and Azure growth.
AVGO
AI networking and custom chips turning Broadcom into a monster.
AMZN
AWS + logistics dominance + AI leverage = still undervalued by many.
UBER
Profitable growth story finally forcing bears to cover.
AAPL
Massive cash machine with AI ecosystem optionality.