Annex
2026.05.18 07:59

Being able to draw the lines yourself is really impressive…

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🚨 President Trump's latest 278-T filing exposed

As of 2026 — over 3,600 transaction records

The market is closely interpreting the holdings information disclosed in this filing

📋 Holdings valued at over $1 million include👇

🔵 Technology & AI Infrastructure

$NVIDIA(NVDA.US) — Core of AI computing power

$Apple(AAPL.US) — Global market cap benchmark

$Oracle(ORCL.US) — Cloud data giant

$Broadcom(AVGO.US) — Semiconductor & network infrastructure

$Dell Tech(DELL.US) — Important player in AI servers

🔵 Enterprise Software & SaaS

$ServiceNow(NOW.US) — Leader in enterprise automation

$Adobe(ADBE.US) — Creative & digital tool platform

$Workday(WDAY.US) — Enterprise HR cloud system

$Synopsys(SNPS.US) — Leader in chip design software

$Cadence Design(CDNS.US) — Core supplier of EDA tools

🔵 Traditional Blue-Chips & Consumer

$Boeing(BA.US) — Aerospace & defense

$Uber Tech(UBER.US) — Mobility & logistics platform

$Costco Wholesale(COST.US) — Defensive retail play

$Texas Instruments(TXN.US) — Long-term value stock in analog chips

$Procter & Gamble(PG.US) — Defensive position in consumer staples

🔍 What signal does this holdings list release?

The overall structure is very clear—

Heavyweight in AI infrastructure & enterprise software

While allocating traditional blue-chips as defensive base positions

This is not ordinary diversification

This is a portfolio making a high-stakes bet on U.S. tech dominance

⚡ The more noteworthy question behind the 3,600 transactions—

The timing of these transactions

And the timeline of tariff policies, interest rate decisions, geopolitical events

Is there overlap?

This is the question Washington truly needs to answer

In a nutshell👇

When the most powerful person

Heavily holds AAPL, $Broadcom(AVGO.US)

The market never ignores this signal

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