Late-night bombshell! Trump's 927-page trading records exposed: Precision bottom-fishing in 327 stocks before tariff announcement, and Nvidia position added on AI strategy day—is this insider trading or coincidence?

Folks, today let's talk about a 927-page report.

The U.S. Office of Government Ethics (OGE) has released Trump's 2025 financial disclosure documents. Market analysis points out that this report not only shows Trump made over $1 billion last year through cryptocurrency businesses, but also for the first time fully reveals how he precisely traded stocks during the most volatile period in the U.S. stock market.

The report shows that around the time Trump announced global reciprocal tariffs, his investment account executed hundreds of stock trades over several consecutive days. On April 3-4, after the tariff announcement triggered a sharp market decline, the account continuously adjusted its positions. On April 8—the day before the tariff suspension was announced—the account did not continue selling; instead, it bought 327 stocks in one go, investing over $3.6 million, mainly increasing holdings in blue-chip stocks like Apple and Berkshire Hathaway.

At 9:00 a.m. ET on April 9, Trump posted on social media: "Now is a great time to buy." That afternoon, the U.S. government announced a 90-day pause on most reciprocal tariffs, and the U.S. stock market subsequently staged a historic rebound, with the S&P 500 recording one of its biggest single-day gains since 2008.

Some argue that this trading pattern looks more like tax optimization or quantitative rebalancing strategies rather than active market timing. However, the high degree of temporal coincidence has once again drawn attention from ethics oversight agencies.

Another area that drew attention is AI-related investments. On the day the White House announced its AI action plan in July 2025, Trump's investment account simultaneously executed one of the largest tech stock position builds of the year: at least $1 million in Nvidia (NVDA), at least $1 million in Microsoft (MSFT), at least $1 million in Apple (AAPL), at least $1 million in Amazon (AMZN), at least $1 million in Broadcom (AVGO), and multiple accounts each added at least $1 million in Alphabet, Google's parent company.

Beyond AI leaders, trades in Intel (INTC) and MP Materials (MP) also caught policy tailwinds. On August 18, 2025, Trump's account bought at least $250k worth of Intel stock. Days later, the U.S. government announced it would acquire about a 10% stake in Intel to support its restructuring. As of Thursday this week, Intel's stock price has surged over 380% since late August last year.

Early in Trump's presidency, his account began buying shares of U.S. rare earth company MP Materials, totaling eight trades by May 2025, valued between $22k and $155k. In July of the same year, the U.S. Department of Defense announced it would spend $400 million to buy preferred shares of the company, holding 15% after exercise and becoming the largest shareholder. Trump subsequently sold part of his MP holdings, realizing capital gains of $100k to $1 million for the full year.

In total for 2025, Trump's investment account executed over 21k trades, with an average daily trading volume of about $4.2 million. As some trades were not disclosed within the required 45-day period, the cover page of the report shows he paid a $200 late filing penalty.

White House spokesperson Anna Kelly responded: "The President and his family have never and will never engage in any conflicts of interest." However, ethics organizations believe that when a president does not set up a truly independent blind trust, having his investment account frequently trade stocks related to major policy announcements could still undermine public trust in the independence of policy-making.

Some market analysts point out that while these trades were executed by independent financial advisors, the relationship between Trump's personal wealth management and public policy has become a focal point in Washington.

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