u/tungaalper ·
Reddit — r/StockMarket
· May 31, 2026 at 07:50
· ⬆ 52 pts
· 💬 23 comments
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AI Summary
Summary
The post highlights a pattern where stocks publicly mentioned by Trump (Dell, Intel, Micron) have subsequently soared, often tied to themes like AI, defense, and government spending.
The author questions whether this “Trump Mention ETF” phenomenon will continue, using IBM as the latest example, but stops short of recommending a buy.
Quality assessment: Speculation based on anecdotal price moves; lacks fundamental analysis or data-driven research. Not well-researched DD.
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Comments23
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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.