Following the "Huang Jen-Hsun Strict Selection", I studied a "Trump Strict Selection".

Following the "Huang Jen-Hsun Strict Selection", I studied a "Trump Strict Selection". The two have completely different styles. Huang Renxun believes that the more the merrier, he can’t wait to praise the entire supply chain one by one.

Among the 4 stocks named in Computex, only one month later $MRVL Retained part of the increase, $CRWV , $NBIS It has fallen below the price before he named it; but Trump called for 4 stocks, and 3 of them are still profitable now. Moreover, Trump never uses his mouth to hold positions. He buys each stock first and then opens his mouth.

$DELL 2/10 Quietly open a position of $1 million to $5 million. Nine days later, he shouted "Go buy a Dell computer" at a speech in Georgia. He shouted it again at the White House event on 5/8, and even the Dell family thanked him by name. Later, it won a US$9.7 billion Pentagon contract, +220% from the time it was announced.

$MU I bought $50,000 to $100,000 on March 25, and went on a Fox show the next day to talk about meeting the CEO of Micron. On 5/22, I shouted “Great Company” and the price rose by nearly 20%. $PLTR Purchased in 9 lots a few weeks in advance. In early April, the stock price fell by nearly 15%.

He posted a post on Truth Social praising its "excellent combat capabilities." The Pentagon's AI target recognition system was made by Palantir. After posting the post, the decline stopped and rebounded.

$INTC Q1 How much can he help Intel by adding a position in Intel: The Biden-era Chip Act promised nearly $9 billion in subsidies to Intel, which was supposed to be free money. He changed the rules: the money would be given, but it would have to be exchanged for stocks.

As a result, the government obtained about 10% of Intel's shares and became the largest shareholder. Later, Nvidia announced that it would invest $5 billion in Intel, and he wrote a post claiming credit: "We brought Nvidia here." 6/18 Even more exaggerated: Apple is going to hand over chips to Intel to manufacture in the United States.

He announced this news first on Truth Social for the two companies. Even Intel executives only found out after reading the post. Intel rose as much as 12% on the day, hitting a record high. In addition, some stock policies have given some benefits, but they have never placed orders.

・ $NVDA : China’s chip policy was loosened, Nvidia resumed its business of selling cards in China, and Huang Renxun also followed him to Beijing.

But he never said "buy Nvidia" ・ $AAPL : In May, he threatened to "lever a 25% tariff on iPhones if they are not manufactured in the United States." Apple fell 3% that day; when Apple handed over the chip order to Intel, he turned around and praised Apple.

・ $ORCL : Awarded HR software contracts across federal agencies to Oracle in June, and boss Ellison is an old ally. Giving orders is really more important than shouting.