u/tungaalper ·
Reddit — r/stocks
· May 31, 2026 at 07:45
· ⬆ 54 pts
· 💬 21 comments
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Summary
The post highlights a pattern where stocks mentioned by Trump (Dell, Intel, Micron) subsequently rallied, often linked to government contracts or AI/defense themes.
The author’s thesis is that the “Trump Mention ETF” has outperformed, and IBM ($297) may be the next candidate for a similar move, though he explicitly refrains from recommending it.
Quality assessment: speculation based on anecdotal price action and narrative momentum, not deep fundamental research (low conviction DD).
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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.
Trump publicly mentioned IBM around $297; previous mentions of INTC, DELL, MU were followed by large gains tied to government contracts/AI spending. Markets price in narrative and policy tailwinds (AI, defense, domestic manufacturing) – IBM operates in cloud/AI/hybrid cloud and could benefit from similar dynamics. Not a strong buy call, but the pattern suggests IBM may see short-term momentum from the mention and thematic overlap. Pattern may break; IBM’s fundamentals (revenue growth, debt) are less compelling; no confirmed contract catalyst yet; market sentiment shift.