Disclosures show third-party managers sold $90,000-$116,000 of Micron and bought $246,000-$3.7 million of Nvidia year-to-date.
Disclosures from the U.S. Office of Government Ethics reveal accounts linked to President Trump executed over 6,100 stock trades this year. Third-party managers sold $90,000 to $116,000 of Micron (MU) and purchased $246,000 to $3.7 million of Nvidia (NVDA) through May.
Micron’s stock surged 1,860% since January 2023, while Nvidia climbed 1,340% in the same period. Micron reported fiscal Q2 2026 revenue of $41.4 billion, up 345% year-over-year, driven by soaring DRAM and NAND prices amid a supply shortage.
The trades reflect broader market trends favoring AI-linked semiconductor stocks, though the accounts’ managers, not Trump, made the decisions.