Trump sells Micron inventory and buys Meta, in line with a monetary disclosure from the U.S. Office of Government Ethics. In August, his brokerage accounts bought between $251,000 and $515,000 in Micron Technology (MU) shares. The identical submitting reveals Trump shopping for Meta inventory on a a lot bigger scale, with internet purchases price $5.1 million to $25.3 million, the largest purchase of the month.
The information that Trump sells Micron inventory additionally lands in the center of a Micron inventory selloff, and it places recent consideration on Meta inventory funding and the Micron vs Meta inventory debate.
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The submitting lists greater than 500 August trades. Third-party establishments handle these accounts, so the president didn’t choose the shares himself. Still, the truth that Trump sells Micron inventory whereas including Meta reveals how his cash managers learn the AI commerce proper now.
Why Trump Sells Micron Stock After A Record Year
Micron makes DRAM, NAND, and the high-bandwidth reminiscence that feeds information to AI chips. Fiscal fourth-quarter income jumped 379% to $54.23 billion on an AI-driven reminiscence scarcity. Micron CEO Sanjay Mehrotra had this to say in the earnings launch:
“Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027.”
Micron nonetheless ranks third in reminiscence market share, behind Samsung and SK Hynix. Morningstar analyst William Kerwin acknowledged:
“We do not believe Micron has an economic moat. We view DRAM and NAND as commodity-like products prone to market supply/demand dynamics and steady pricing erosion.”
One possible motive Trump sells Micron inventory is the concern that reminiscence costs, and earnings, might fall as soon as the scarcity eases.
At the time of writing, the Micron inventory selloff has deepened. MU closed at $878.84 on October 16, down 5.63% on the day and 14.59% over 5 classes, although the shares are nonetheless up about 208% this 12 months.
Why Trump Buys Meta Stock As AI Spending Pays Off
Meta owns Facebook, WhatsApp, and Instagram, and its second-quarter income rose 28% to $60.8 billion on extra advert impressions and increased advert costs. In September, the corporate additionally launched Muse, an AI agent that handles duties for companies and shoppers. CEO Mark Zuckerberg stated this on the launch:
“Everyone will have an exceptionally capable personal agent that understands you, your goals, and everything you care about.”
Morgan Stanley analysts suppose Meta’s information places it in a robust spot to guide shopper AI brokers. In August, Meta traded almost 30% beneath its excessive over AI spending fears, which made a Meta inventory funding look low cost. That dip could clarify why Trump buys Meta inventory in such dimension, whereas promoting Micron inventory in a much smaller quantity.
Micron Vs Meta Stock After The Filing
Beyond the headline that Trump sells Micron inventory, the Micron vs Meta inventory comparability favors Micron on value, at about 12 occasions earnings versus roughly 27 occasions for Meta. Wall Street, although, expects Meta to grow earnings around 20% a year for the following three years.
That hole sits on the coronary heart of the Micron vs Meta inventory query. A Meta inventory funding leans on regular advert gross sales, and Micron provides larger strikes each methods, because the latest Micron inventory selloff confirmed. Trump sells Micron inventory price at most $515,000, whereas shopping for Meta inventory price as much as $25.3 million, so the submitting reveals a far larger wager on Meta than on reminiscence chips.
