Quick Read – Nvidia (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), and Broadcom (AVGO) each received $1M+ conviction purchases during Q1’s market selloff, with Microsoft and Amazon buys reaching $2.4M-$8.1M and $2.5M-$8.3M respectively.
Sales were predominantly small lots ($1K-$100K range) across hundreds of positions for a total portfolio turnover estimated at $220M-$730M across 3,642 transactions in 63 trading days. – President Trump executed 3,642 securities trades (58 per trading day) in Q1 2026 while retaining direct portfolio control rather than using a blind trust, an arrangement unprecedented in modern presidential history that creates potential conflicts between policy decisions and personal investment gains. – The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
Get them here FREE. Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike.
Most people were paralyzed. Some panicked. And at least one person — or rather, one person’s trading desk — was apparently working overtime.