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Shay Boloor: President Trump made 3,600 trades in Q1, with top gains in semis and AI infrastructure
Shay Boloor reports that President Donald Trump executed more than 3,600 trades during the first quarter, with the most significant gains seen in semiconductor and AI infrastructure stocks. Notable performers include PENG with a 158 percent increase, INTC up 151 percent, and SNDK with 131 percent growth. Other high-performing stocks in the portfolio include MRVL, IRDM, BE, AMD, STX, and LUNR.
Boloor has previously covered developments in the AI sector, noting that NVDA was reportedly in talks with SoftBank to build Japan-based AI servers as the firm weighed domestic component options earlier this year. In another report, Boloor observed that Polymarket assigned a higher probability to Jesus returning this year than to Strategy surpassing earnings forecasts in a separate analysis. These updates highlight a mix of tech-focused developments and market sentiment tracking by the author.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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