Trump Trades Tracker @Thrumptracker

🪙TRUMP PORTFOLIO WATCH Donald Trump’s latest OGE Form 278-T filing reveals hundreds of disclosed stock transactions, offering a look into the sectors and market themes represented in his disclosed portfolio. 📊 Portfolio Themes: 🤖 AI & Technology $NVDA $MSFT $AAPL ⚡ Energy & Resources $XOM 🛡 Defense & Aerospace $RTX 📈 Market Performance Since Disclosure: $NVDA -1.2% $RTX -6.9% $XOM +2.5% #Trump #StockMarket #Investing #WallStreet

🚨 FED RATE DECISION WATCH The Federal Reserve will meet Tuesday and Wednesday to decide whether to raise rates or hold them steady. The decision will be announced Wednesday at 2:00 PM ET, followed by Kevin Warsh’s press conference at 2:30 PM. Traders see a 92% probability of a #Fed rate hike this week under Chair Kevin Warsh. However, the decision comes amid pressure from President #Trump, who has repeatedly called for lower rates to support economic growth. A hawkish signal could push Treasury yields higher and pressure growth stocks, while a dovish outlook may support risk assets. The key question: Is this a one-time hike, or the beginning of a new tightening cycle? Market focus: $QQQ $NVDA $TSLA #Fed #StockMarket #Investing #Trump

JUST IN: #Trump-linked Rum Group has reportedly struck a massive $13.7 billion compute deal with @Anthropic, according to The Information. The deal comes as President Trump pushes for the U.S. to maintain its lead in AI, dismissing calls from industry leaders to slow the development of advanced AI models. “We’re the most advanced country in the world, and frankly, I want to keep it that way. Whoever wins AI wins everything,” Trump said. His comments follow calls from solana:Pren1FvFX6J3E4kXhJuCiAD5aDmGEb7qJRncwA8Lkhw CEO #DarioAmodei, $OpenAI CEO #SamAltman, and ethereum:0x35e78b3982e87ecfd5b3f3265b601c046cdbe232 founder #ElonMusk to slow the pace of AI capability development. Trump rejected those concerns, arguing that “negative forces” are pushing scenarios he believes will never happen.

#Trump renews pressure on the #Fed, saying U.S. interest rates should be the lowest in the world. Asked whether the Fed will raise rates at next week’s meeting, Trump said: “I don’t know, but we should have the lowest interest rates in the world.” He also said the war with Iran could end immediately after the midterm elections — or even before, and called on Ukraine to stop targeting diesel fuel, arguing that the attacks are hurting the entire world.

Congressional trade radar: Fresh STOCK Act disclosures reveal lawmakers actively accumulating traditional energy ($XOM, $LNG) and defense infrastructure ($RTX) ahead of Q4. With policy rhetoric heating up across domestic energy independence and defense procurement, follow where Capitol Hill capital is rotating. #Trump #CongressTrading #Stocks

Congressional trade radar: While market volatility picked up, House & Senate disclosures show fresh defensive accumulation alongside leveraged index plays. Recent filings highlight active positioning in small caps ($IJR, $AVUV) and leveraged ETFs ($SPYM), paired with selective solar ($FSLR) and defense-adjacent infrastructure ($OTIS). Follow the flow before the next policy cycle. #Trump #CongressTrading #Stocks

🇺🇸 DHS Secretary claims Rep. Ilhan Omar married her brother and says she could face consequences. Questions are also being raised over her father’s immigration records and an unexplained change to her reported birth year. #Omar is now at the center of a growing political scandal.x.com/Wiki_Leak3/sta…

Congressional trade alert: Sen. John Boozman just disclosed a bet on the market with $SPYM, a 2x leveraged S&P ETF. His latest purchases also include $OTIS, $IJR, $AVUV, and $FSLR.

#Trump announced another cash payout just a day after proposing a $5,000 midterm dividend. Nearly 1 million U.S. households across 30 states are set to receive $500 checks, funded by roughly $500 million in alleged Obamacare marketplace overcharges. Trump also urged Congress to pass his “Great Healthcare Plan,” taking direct aim at major insurers: end government subsidies to insurance giants and give the money directly to Americans to choose their own coverage; require clear, upfront healthcare pricing; and force insurers to disclose their profits and claim denial rates. x.com/EricLDaugh/sta…

Ilhan Omar Cleared in Financial Disclosure Probe A congressional watchdog voted 5–1 to recommend dismissing the case, finding insufficient evidence that Omar filed false or incomplete disclosures. Her previously reported $6M–$30M in family assets was later corrected to roughly $18K–$95K.

#USTreasury Buyback: The U.S. Treasury will buy back up to $6 billion in longer-dated Treasuries on Thursday. It previously said that, through November 4, the size of each long-term debt buyback would at least double to $4 billion.

#Trump Dividend: Trump has pledged that if Republicans win control of both the House and Senate in the midterm elections, every U.S. citizen will receive a $5,000 dividend.

🚨 TRUMP TRADE ALERT Trump’s portfolio made 1,000+ trades in June. Major buys: $1M+ each in Berkshire, Visa & Mastercard. Total trading value: $78M–$263M What is he buying next?

On August 24, #Pelosi disclosed a new $6M position in $BE, Bloom Energy, a company focused on on-site power generation. The stock was around $204 at the time of the filing. Then came the news: $BE is set to join the S&P 500. Shares are now trading near $280, up roughly 32%

#Canada imposed 15–50% counter-tariffs on C$27.6B of U.S. goods after Washington applied 50% #tariffs to a matching value of Canadian #imports. The U.S. then escalated further with planned import bans and restrictions on Canadian goods in major federal procurement contracts.

Robinhood Chain Was Built for Stocks. Its First Breakout Trade Is Memes. x.com/i/article/2097…

#Biden’s son-themed meme coin #LAPTOP discloses no price floor, no buyback, no redemption, and no required roadmap. Price depends purely on meme sentiment and speculation, while 65% of supply sits in lockup / multi-year unlocks.

On September 8, U.S. President #DonaldTrump posted a revised ranking of American presidents on social media, placing himself alone in the “Greatest” tier.

Washington market pulse: 24 of 30 verified disclosed assets advanced Sep. 3. The equal-weight pool rose 1.03% versus SPY’s 1.05%; industrials led, while consumer staples lagged. Based on public disclosures. Estimates may not reflect current holdings. Not financial advice.