the AI roll-up is only getting started Long Lake CEO @alextaubman has bought 30+ real-economy, non-tech companies and just took the largest corporate travel platform private (Amex GBT, $6.3B) its a bet that AI can better transform legacy industries and that someone has to turn capex into real economic growth "You see the hundreds of billions of CapEx the labs are investing. Somebody's got to take that and turn it into GDP growth. That's what Long Lake was formed to do."

HERE IS EVERY TRADE THAT 🇺🇸 PRESIDENT TRUMP MADE DURING Q1 THAT WAS WORTH MORE THAN $1 MILLION 36 separate purchases between January and March 2026, all at the $1M to $5M range. The full breakdown: AI and Big Tech: - NVIDIA $NVDA (2/10/2026) - Apple $AAPL (3/2/2026) - Microsoft $MSFT (3/19/2026) - Amazon $AMZN (3/19/2026) - Oracle $ORCL (3/17/2026) - Broadcom $AVGO (2/10/2026) - Adobe $ADBE (2/10/2026) - ServiceNow $NOW (2/10/2026) - Workday $WDAY (2/10/2026) - Synopsys $SNPS (2/10/2026) - Cadence Design $CDNS (3/17/2026) - CDW $CDW (2/10/2026) - Comcast $CMCSA (1/12/2026) - PTC $PTC (2/10/2026) - Texas Instruments $TXN (1/12/2026) - Motorola Solutions $MSI (2/10/2026) - Fidelity National Information Services $FIS (1/12/2026) Industrials and Defense: - Boeing $BA (2/10/2026) - Eaton $ETN (3/17/2026) - Trane Technologies $TT (3/17/2026) - TransDigm Group $TDG (2/10/2026) Consumer and Other: - Procter & Gamble $PG (1/12/2026) - Costco $COST (2/10/2026) - Uber $UBER (3/17/2026) - Dell Technologies $DELL (2/10/2026) - Jabil $JBL (2/10/2026) - Axon Enterprise $AXON (2/10/2026) - Kura Sushi $KRUS (2/2/2026) ETFs and Funds: - Vanguard S&P 500 ETF $VOO (purchases on 3/2/2026 and 2/13/2026) - iShares Russell 1000 ETF $IWB (3/27/2026) - Invesco S&P 500 Equal Weight ETF $RSP (2/20/2026) - State Street Industrial Select Sector SPDR ETF $XLI (1/29/2026) - iShares GSCI Commodity Dynamic Roll Strategy ETF $COMT (3/5/2026) - iShares Core MSCI Emerging Markets ETF $IEMG (1/29/2026) - Schwab Government Money Fund (3/17/2026) Important context per the OGE form: - The 278-T discloses transactions over $1,000 on behalf of the filer, spouse, or dependent child - Many entries are flagged "Discretion Exercised" or "Your Broker Acted As Agent," indicating a managed brokerage account placed the trades - All amounts are disclosed in ranges, not exact figures - The disclosure also separately includes large sales (Meta, Amazon, Microsoft, Netflix, Palantir all sold at significant size on 2/10)

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