This is Trump's personal portfolio: $AVGO Broadcom $DELL Dell $TXN Texas Instruments $DVA DaVita $JBL Jabil $KLAC KLA $COMT GSCI Commodity ETF $FFIV F5 $GOOGL Alphabet $ETN Eaton $NVDA NVIDIA $XLK Technology Select Sector ETF $TT Trane Technologies $COST Costco $IEMG MSCI Emerging Markets ETF $IEX IDEX $AMZN Amazon $XLI Industrial Select Sector SPDR ETF $CDNS Cadence Design Systems $AAPL Apple $VOO Vanguard S&P 500 ETF $VTI Vanguard Total Stock Market ETF $WST West Pharmaceutical $IWB Russell 1000 ETF $XEL Xcel Energy $EFA MSCI EAFE ETF $SNPS Synopsys $RSP S&P 500 Equal Weight ETF $BA Boeing $MSI Motorola $NWSA News Corp $MSTR Microstrategy $ORCL Oracle $WM Waste Management $GOVT U.S. Treasury Bond ETF $ICE Intercontinental Exchange $MARA MARA $NFLX Netflix $UBER Uber $KRMN Karman Space $HD Home Depot $TDG TransDigm $MSFT Microsoft $CVNA Carvana $COIN Coinbase $AXON Axon $ADBE Adobe $CRM Salesforce $NOW ServiceNow $WDAY Workday

Top stocks at their 200-weekly moving average: 1. Oracle 2. Netflix 3. Procter & Gamble 4. Home Depot 5. McDonalds 6. T-Mobile 7, Disney 8. Intuitive Surgical 9. Qualcomm 10. Lowes 11. S&P Global 12. Progressive 13. Mondelez 14. Cigna 15. Colgate 16. Air Products & Chemicals 17. Ferrari 18. NXP Semiconductors 19. Carrier 20. IDEXX Labs 21. D.R. Horton 22. Kroger 23. Wynn Resorts 24. Restaurant Brands Internatonal 25. T Rowe Price 26. Super Micro Computer 27. BJ's Wholesale 28. Norwegian Cruise Lines 29. Wyndham Hotels 30. Stryker 31. Medtronic 32. Occidental Petroleum 33. Halliburton 34. Microchip Technology 35. Yum Brands 36. PayPal 37. AIG 38. The Hershey Company 39. Keurig Dr. Pepper 40. Las Vegas Sands Buy great companies when they're giving you a discount.

There's no doubt that peptides are making young people gay at an alarming rate. Our job is to capitalize long term on this trend by studying the second-order effects and investing accordingly. Here' how I'm playing this trend: Obvious buy is Grindr. And Match Group owns Hinge and Tinder which are both deep into the gay market. Bumble less gay exposure but still benefits. Gays also love and spend alot of money on pets so you want to be long Chewy. Trupanion for insurance, Zoetis, and Idexx for animal health, Freshpet for premium food. Pet spending is probably the biggest second-order effect by total dollars Gays travel more and index heavily toward urban destinations, cruises, and resort experiences. Royal Caribbean, Norwegian, Marriott, Hilton, Booking, and Airbnb. Cruise lines in particular have a long history of chartered gay cruises. Gays are heavy into personal care and grooming and spend rises materially. Estée Lauder, Ulta, and e.l.f. are all obvious beneficiaries of this trend. Gays are into fitness and adore Lululemon. And there's the publicly traded gyms like Life Time, Planet Fitness. Gym membership rates among gay men run well above the general population. Premium fashion and accessible luxury is a major gay market. Benefits Tapestry (Coach/Kate Spade), Capri (Michael Kors/Versace), Ralph Lauren, and the European luxury houses (LVMH, Kering) on foreign exchanges. You can probably short Mattel, Hasbro, Carter's, Children's Place, Kimberly-Clark (Huggies), and suburban-focused homebuilders like Lennar and D.R. Horton would face significant headwinds as gays hate the suburbs and flock to cities. P&G's Pampers business will be in trouble. Finally an asymmetric bet that fertility benefit companies like Progyny will see exponential growth as gays still want kids but through IVF and surrogacy. Hamilton Thorne makes IVF lab equipment.

Here is every stock currently in the Invesco QQQ Trust $QQQ: NVIDIA $NVDA 8.49% weighting Apple $AAPL 7.71% Microsoft $MSFT 6.02% Micron Technology $MU 4.69% Amazon $AMZN 4.43% Advanced Micro Devices $AMD 3.34% Google (Class A) $GOOGL 3.15% Google (Class C) $GOOG 2.92% Tesla $TSLA 2.87% Broadcom $AVGO 2.83% Meta Platforms $META 2.77% Walmart $WMT 2.31% Intel $INTC 1.99% Cisco Systems $CSCO 1.93% Costco Wholesale $COST 1.86% Palantir Technologies $PLTR 1.84% Lam Research $LRCX 1.62% Applied Materials $AMAT 1.57% Netflix $NFLX 1.52% Palo Alto Networks $PANW 1.32% Space Exploration Technologies $SPCX 1.21% Amgen $AMGN 1.06% Texas Instruments $TXN 1.03% SanDisk $SNDK 1.01% Linde $LIN 1.00% KLA $KLAC 0.99% CrowdStrike Holdings $CRWD 0.98% T-Mobile US $TMUS 0.88% PepsiCo $PEP 0.85% Gilead Sciences $GILD 0.83% Marvell Technology $MRVL 0.82% Seagate Technology blockstack:native 0.82% Qualcomm $QCOM 0.78% Analog Devices $ADI 0.77% Shopify $SHOP 0.76% Western Digital $WDC 0.69% ASML Holding $ASML 0.68% Booking Holdings $BKNG 0.68% Vertex Pharmaceuticals $VRTX 0.62% Intuitive Surgical $ISRG 0.58% Starbucks $SBUX 0.54% Fortinet $FTNT 0.53% Adobe $ADBE 0.52% Automatic Data Processing $ADP 0.50% Constellation Energy $CEG 0.45% ARM Holdings $ARM 0.44% MercadoLibre $MELI 0.44% AppLovin $APP 0.42% Intuit $INTU 0.42% Comcast $CMCSA 0.42% DoorDash DASH 0.41% CSX CSX 0.40% Marriott International MAR 0.39% Monster Beverage MNST 0.39% Cadence Design Systems CDNS 0.38% Regeneron Pharmaceuticals REGN 0.38% Cintas CTAS 0.36% Synopsys SNPS 0.35% Mondelez International MDLZ 0.35% Airbnb ABNB 0.34% Datadog DDOG 0.33% Ross Stores ROST 0.33% O'Reilly Automotive ORLY 0.32% Warner Bros Discovery WBD 0.32% Lumentum Holdings LITE 0.30% American Electric Power AEP 0.30% Honeywell International HON 0.30% PACCAR PCAR 0.29% Baker Hughes BKR 0.28% Monolithic Power Systems MPWR 0.27% Diamondback Energy FANG 0.25% NXP Semiconductors NXPI 0.25% Fastenal FAST 0.25% PDD Holdings PDD 0.25% Teradyne TER 0.23% Autodesk ADSK 0.23% Honeywell Aerospace HONA 0.22% Astera Labs ALAB 0.21% Coca-Cola Europacific Partners CCEP 0.21% Xcel Energy XEL 0.21% PayPal Holdings PYPL 0.21% Paychex PAYX 0.20% Exelon EXC 0.20% Nebius Group NBIS 0.20% Keurig Dr Pepper KDP 0.19% IDEXX Laboratories IDXX 0.19% Roper Technologies ROP 0.19% Axon Enterprise AXON 0.19% Ferrovial FER 0.18% Strategy MSTR 0.18% Thomson Reuters TRI 0.18% Take-Two Interactive Software TTWO 0.18% Workday WDAY 0.18% Microchip Technology MCHP 0.17% Old Dominion Freight Line ODFL 0.17% CoreWeave CRWV 0.16% Rocket Lab RKLB 0.16% Dexcom DXCM 0.15% Alnylam Pharmaceuticals ALNY 0.15% GE HealthCare Technologies GEHC 0.14% Kraft Heinz KHC 0.14% Copart CPRT 0.13%

WE HAVE NOW OFFICIALLY COMPLETED 7 OUT OF THE 12 MONTHS IN 2026 This is how every stock in the NASDAQ 100 has performed so far in 2026 Sandisk $SNDK +411.8%🟢 Western Digital $WDC +216.3%🟢 Seagate $STX +210.9%🟢 Micron $MU +188.4%🟢 Intel $INTC +144.4%🟢 Nebius $NBIS +127.5%🟢 AMD $AMD +122.3%🟢 Marvell $MRVL +120.7%🟢 Arm Holdings $ARM +119.3%🟢 Fortinet $FTNT +103.9%🟢 Applied Materials $AMAT +97.5%🟢 Datadog $DDOG +97.1%🟢 Lumentum $LITE +93.7%🟢 Teradyne $TER +90.0%🟢 Astera Labs $ALAB +87.1%🟢 Palo Alto $PANW +80.2%🟢 Lam Research $LRCX +71.2%🟢 CrowdStrike $CRWD +62.9%🟢 Texas Instruments $TXN +58.9%🟢 Monolithic Power $MPWR +57.3%🟢 ASML $ASML +52.3%🟢 Cisco $CSCO +50.6%🟢 KLA Corp $KLAC +50.5%🟢 Ross Stores $ROST +39.4%🟢 CSX $CSX +39.0%🟢 Analog Devices $ADI +35.5%🟢 Old Dominion $ODFL +35.3%🟢 Diamondback Energy $FANG +35.0%🟢 Baker Hughes $BKR +32.8%🟢 DexCom $DXCM +25.7%🟢 Monster Beverage $MNST +25.7%🟢 Starbucks $SBUX +25.0%🟢 PACCAR $PCAR +21.2%🟢 Coca-Cola Europacific $CCEP +20.7%🟢 Marriott $MAR +20.2%🟢 Fastenal $FAST +18.9%🟢 Honeywell $HON +18.9%🟢 Amgen $AMGN +17.7%🟢 Amazon $AMZN +17.7%🟢 Microchip $MCHP +16.6%🟢 Mondelez $MDLZ +15.8%🟢 Google $GOOGL +13.8%🟢 Apple $AAPL +13.6%🟢 Broadcom $AVGO +12.5%🟢 Linde $LIN +12.2%🟢 Airbnb $ABNB +11.6%🟢 Keurig Dr Pepper $KDP +11.1%🟢 American Electric Power $AEP +10.9%🟢 Costco Wholesale $COST +10.4%🟢 Cintas CTAS +8.8%🟢 Cadence CDNS +8.8%🟢 Nvidia NVDA +7.6%🟢 Kraft Heinz KHC +6.6%🟢 Gilead Sciences GILD +6.1%🟢 Xcel Energy XEL +5.9%🟢 NXP Semiconductors NXPI +5.6%🟢 Vertex Pharmaceuticals VRTX +5.2%🟢 Exelon EXC +5.1%🟢 Paychex PAYX +4.2%🟢 ADP +3.6%🟢 Electronic Arts EA +2.7%🟢 Ferrovial FER +0.8%🟢 CoreWeave CRWV +0.2%🟢 Walmart WMT -0.2%🔴 Regeneron Pharmaceuticals REGN -1.2%🔴 PayPal PYPL -2.0%🔴 O'Reilly Automotive ORLY -2.0%🔴 PepsiCo PEP -2.8%🔴 Microsoft MSFT -3.9%🔴 Take-Two TTWO -5.1%🔴 MercadoLibre MELI -6.8%🔴 Rocket Lab RKLB -6.9%🔴 Axon AXON -7.1%🔴 Warner Bros. Discovery WBD -8.7%🔴 Booking BKNG -10.0%🔴 Roper ROP -11.9%🔴 DoorDash DASH -13.4%🔴 Qualcomm QCOM -13.7%🔴 Comcast CMCSA -14.4%🔴 T-Mobile TMUS -14.9%🔴 Meta Platforms META -15.7%🔴 GE HealthCare Technologies GEHC -17.1%🔴 Synopsys SNPS -17.2%🔴 IDEXX IDXX -17.4%🔴 Autodesk ADSK -20.9%🔴 PDD Holdings PDD -21.9%🔴 Netflix NFLX -23.5%🔴 Thomson Reuters TRI -24.5%🔴 Workday WDAY -25.4%🔴 Copart CPRT -25.6%🔴 Constellation Energy CEG -25.6%🔴 Shopify SHOP -27.2%🔴 SpaceX SPCX -27.8%🔴 Adobe ADBE -28.5%🔴 Honeywell Aerospace HONA -30.5%🔴 Palantir PLTR -30.8%🔴 Tesla TSLA -30.8%🔴 Intuitive Surgical ISRG -37.6%🔴 Strategy MSTR -38.6%🔴 AppLovin APP -41.3%🔴 Alnylam Pharmaceuticals ALNY -48.3%🔴 Intuit INTU -52.3%🔴