On May 31, recently, Trump's "Stock God" title has become increasingly prominent, with Micron, Dell, and Intel successively becoming his "godly" stocks. The market's doubts about Trump "using presidential powers to benefit his holdings" are also growing loud. However, under the "Stock God" halo, Trump still has large positions that are trapped.



By organizing the financial documents Trump Form 278-T disclosed by the U.S. Office of Government Ethics on May 14, the top 5 Trump holdings with over one million dollars that are trapped are as follows:

1. FIS (Fidelity National Information Services Inc), the company's main business is providing payment processing, core banking systems, transaction clearing, and other technical services for institutional clients. Trump made 6 large purchases in Q1, but the company's stock performance has been persistently sluggish, and it is estimated that Trump is trapped for 42.8%.

2. ACN (Accenture), a globally renowned consulting and IT services company. Trump made 9 large purchases in Q1, with an average purchase amount of 1.46 million USD, and it is estimated that Trump is trapped for 32.5%.

3. KRUS (Kura Sushi USA Inc), an American conveyor belt sushi restaurant chain operator. Trump made 1 large purchase in Q1, with an average purchase amount of 3 million USD, and it is estimated that Trump is trapped for 31.7%.

4. SYK (Stryker Corporation), a medical technology company specializing in orthopedic implants, surgical equipment, and neurotechnology. Trump made 6 large purchases in Q1, with an average purchase amount of 1.01 million USD, and it is estimated that Trump is trapped for 25.9%.

5. PTC, an industrial software company providing CAD, PLM, IoT, and augmented reality software. Trump made 6 large purchases in Q1, with an average purchase amount of 3.08 million USD, and it is estimated that Trump is trapped for 24%.

From the above summary, it can be seen that most of Trump's heavily held and trapped positions belong to AI substitution industries. It is not hard to understand why they perform weakly amid the AI boom. Given that doubts about Trump cannot be verified as true or false, the market may look forward to a "self-rescue" rally in related stocks with unexpected positive news. #成长值抽奖赢金条
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