Nvidia earnings huang in the balance The last trade on $NVDA was a ~$50,000 sale by Rep. Sam Liccardo on 7/21 This matters bc: In March, Liccardo reported that he hosted several breakfast meetings at the Library of Congress with both Jensen Huang (Nvidia's CEO) and Sam Altman (OpenAI's CEO) to discuss AI regulation Before Congress, Liccardo served on the San Jose City Council Turns out Nvidia chose San Jose for its annual Project Inspire initiative He was very involved With all that being said, this is the only stock he's sold since joining Congress in 2025

These are all the politicians buying $EQT this year and not selling: - Thomas Kean Jr: ~$45K - Michael McCaul: ~$195K - Gil Cisneros: ~$15K What's the big deal? EQT is America's leading natural gas producer Kean's own website states that he sits on the House Energy and Commerce Committee - Energy policy - Energy production - Energy regulation ^ Just a few things he deals with on any random Tuesday

Guess who's back Trump disclosed over 1,000 new trades this past week Biggest purchases: $BRK.B (Berkshire Hathaway): ~$5M $CTAS (Cintas): ~$5M $V (Visa): ~$5M $MA (Mastercard): ~$5M Biggest sales: $MSI (Motorola Solutions): ~$5M $META (Meta): ~$5M Every trade listed above took place on June 18 Which means his Cintas position is already up ~19%

You "would" believe it if we told you Trump pushed Congress to pass the CLARITY Act two days ago Bitcoin has jumped ~20% this week Trump Media & Technology Group disclosed purchasing 4,661 bitcoins (~$293,000,000) in July, just weeks before the president pushed the bill Those bitcoins are worth ~$360,000,000 today Wtf

Part 5 of Randomly Selecting Politicians to Investigate Today's subject is (D) Tim Kaine After looking into his financial records, we found that his last individual stock trade was in a well-known defense contractor $GE (General Electric) He sold his entire position on 5/16/2019 The stock proceeded to crash ~39% the following year So why do we care? I. Kaine was an active member of the Senate Armed Services Committee when he made the trade II. That committee regularly deals with the DoD III. It's likely that he knows a thing or two about the industry That alone inspired us to keep looking: His 2025 annual financial report shows that he traded millions of dollars in ETFs and mutual funds The single biggest trade was a ~$250,000 purchase of $PTTPX (PIMCO Total Return Fund) on 2/20/2025 It pays a 4.5% yield

The president also bought Moderna $MRNA earlier this year Trump: March 2 Khanna: June 30 Not saying they knew something but ... Khanna sits on the Congressional Caucus on the Deadliest Cancers and the Cystic Fibrosis Caucus Trump is the president he probably knows everything about anything at this point