u/tungaalper ·
Reddit — r/StockMarket
· 2026년 5월 31일, 07:50
· ⬆ 52 포인트
· 💬 23 개 댓글
| Reddit에서 보기 ↗
AI 요약
=== 요약 ===
- 게시물은 트럼프가 공개적으로 언급한 주식(Dell, Intel, Micron)이 이후 급등한 패턴을 강조하며, 종종 AI, 국방, 정부 지출과 같은 테마와 연결됩니다.
- 작성자는 이 "트럼프 언급 ETF" 현상이 계속될지 의문을 제기하며 IBM을 최신 사례로 언급하지만, 매수를 추천하지는 않습니다.
- 품질 평가: 일화적 가격 움직임에 기반한 추측; 기본적 분석이나 데이터 기반 연구 부족. 잘 조사된 DD가 아닙니다.
=== 심리 ===
혼합
=== 투자 아이디어 ===
이 게시물에는 실행 가능한 투자 아이디어가 없습니다.
점수52
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A few weeks ago Trump told everyone to go out and buy a Dell. Since then, Dell landed a massive government contract and the stock exploded.
Before that, he was talking about Intel when nobody wanted to touch it. The stock has more than doubled since those lows.
Micron? Same story. Another stock that kept climbing after being mentioned.
Now he’s talking about IBM around $297.
At some point this has to stop working, right?
What’s interesting isn’t whether Trump is secretly picking stocks. It’s that markets seem willing to price in almost anything connected to AI, defense spending, domestic manufacturing, or government-backed infrastructure. Those themes happen to overlap with many of the companies he keeps mentioning.
Maybe it’s luck.
Maybe it’s narrative.
Maybe we’re all witnessing the world’s strangest unofficial model portfolio.
INTC: $20 → $115
DELL: $230 → $420
MU: $745 → $964
IBM: $297 → ???
I’m not saying buy IBM.
I’m just saying that betting against the “Trump Mention ETF” hasn’t been a great strategy lately.