Trump’s Financial Disclosure Revealed a $1.67 Million Micron Stock Stake
Stefon Walters, The Motley Fool
Sat, July 11, 2026 at 5:06 PM GMT+5:30
3 min read
- MU
-1.24% - NVDA
+4.03%
There are plenty of AI stocks whose valuations have surged amid the current AI boom. There are now three companies worth at least $4 trillion, six companies worth at least $2 trillion, and 15 companies worth at least $1 trillion. And of the 15 companies worth at least a trillion, 13 are tech companies
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
One of the newest members of the trillion-dollar club is Micron (NASDAQ: MU), which had a market cap of $1.07 trillion as of the market close on July 8. The stock is up more than 660% in the past 12 months and 200% this year, making investors a lot of money along the way — including President Donald Trump
Trump’s 2025 financial disclosure showed that he owned between $1.67 million and $6.65 million in Micron stock. Should Trump’s stake in Micron be a sign that investors should follow his lead?
At the right place at the right time
Trump’s stake in Micron is noteworthy given the company’s $250 million commitment to the president’s “Trump Account.” But when you set that aside, the investment in Micron is a matter of striking while the iron is hot
Micron is a memory chip maker and has found itself at the right place at the right time during the current AI boom. As AI hyperscalers such as Amazon, Microsoft, and Alphabet have spent billions building out data centers and other AI infrastructure, there has been a shortage of memory hardware that these data centers rely on to operate
Given the high demand and short supply, Micron has been able to considerably raise prices and improve its profits and margins (though it has been accused of collusion and price-fixing). In the past year, Micron’s revenue has increased by 266%, while its net income has surged by 782%
Unsurprisingly, the unique position Micron has found itself in — both financially and in terms of market position — has attracted many investors hoping to capitalize on it. And based on the president’s latest disclosure, he’s been one of those investors
Should you follow Trump’s lead?
You shouldn’t invest in Micron simply because the president did. It’s true his stake in the company means he has a vested interest in making sure the stock does well, but you don’t want to blindly follow his moves simply for that reason
You should, however, consider investing in Micron because its unique market position is bound to last for the foreseeable future. But even when supply meets demand, and Micron can’t command the premium it’s currently charging, the company will still have long-term agreements in place
