Close Menu
    Wall Street

    I bought 1 share of each CEO that went to China with Trump

    I bought 1 share of each of the 17 companies on trump’s China trip. I am watching how the market changes their prices.

    The 17 I own:

    * Tech/Semis: Meta, Micron, NVDA, Apple, Qualcomm. These are at risk because of Chinas export rules.

    * Finance: Goldman Sachs, Mastercard, Visa, Citigroup, Blackstone. These might be affected by settlement network policies.

    * Defense: Boeing, GE Aerospace, Coherent, BlackRock. These could go up if there are tensions with Taiwan.

    * Transportation: Tesla. They make 25% of their cars in China and Elon Musk has a connection to China.

    * Healthcare: Illumina. hard to predict this one

    Why this matters:

    The market does not move based on news headlines. It moves based on what investors think will happen first. When you look at which company leaders Trump meets with you can see what his administration cares about.

    Now:

    * Tech stocks are down 4-6%. Investors think export restrictions will hurt them.

    * Defense stocks are down 1-2%. Investors already think the US will spend more on Taiwan.

    * Finance stocks are not changing much. Investors are not sure what will happen with settlement policies.

    The actual insight:

    Investors do not randomly start buying and selling stocks in industries. They do it when they realize what the government will actually do. By owning all 17 stocks I am testing:

    1. Do the company leaders Trump meets with tell us what the government will do?
    2. Which industries change price first?
    3. Are there opportunities to make money by buying and selling between industries?

    The data far:

    My stocks are down about 4% overall.. It's how they are distributed that matters. Tech stocks are going down a lot while defense stocks are holding up. This suggests that investors already think tariffs will hurt tech but are not sure what will happen with Taiwan.

    TL;DR: I have a portfolio of 17 stocks to track how the market changes based on geopolitics. Tech stocks are down 6% Defense 1%, Finance uncertain. I am following the money to see what government actions actually affect markets first.

    I bought 1 share of each CEO that went to China with Trump
    byu/Conflict-Latter inwallstreetbets



    Posted by Conflict-Latter

    33 Comments

    2. Suspicious_Bee8171 on

      Not sure if you checked the website but you could just add them all to a watch list and monitor them without owning them.

    6. HighwayExotic2808 on

      “Healthcare: Illumina. They are a company and it’s hard to predict how they will be affected.”

      Real cutting insights there, that’s the kind of analysis I expect from this sub lmao

    15. LiterateCowboy on

      Bro you can just test a hypothesis without being financially involved in it.

    16. NectarineNegative769 on

      The emotion is ahead of the business logic, that’s true. But the bill does come due. Don zu is a grifter and if it doesn’t suit Xi to increase trade then they won’t. Nothing for nothing with the hyper capitalist Chinese 

    18. Clear-Ingenuity4246 on

      bought 1 share of 17 companies and is down 4%. so he lost about $160 total. this is the DD we deserve

    20. frogboyjr on

      Why would you do 1 share each when something like BlackRock is almost 10x the price per share of Blackstone

    22. Local-Poet3517 on

      You realise the price of the stock will go up and down regardless of you owning 1 share of each company right? People that own shares and people that dont own shares see the exact same information on market. Theres no secret menu with a separate price list for people that already own stock as opposed to people looking to buy..

      Unless I misunderstood and youre testing some sort of the wings of butterfly in Europe creating a tsunami in Asia 6 months later type shit.. in which case kudos sir, youre a fuckin stable genius. Carry on.

    24. Todayjunyer on

      I bought some companies whose CEOs didn’t travel.

      AMD.
      Google.
      TSM 😂

      It’s like the allies to your axis

    26. Accomplished-Cook163 on

      When Trump landed in China, his strategy became The Art of the Kneel.

    28. ryan9991 on

      The issue is any big boys and people I government have already been in the names for months. Now that it’s public they are likely offloading on us chumps

    30. ArduousHamper on

      You’d think that if you were going to use AI to write you would at least try to create something insightful.

    31. Imposter24 on

      You know you can google stock prices and see their change over time right?

    32. cincinn_audi on

      >* Defense stocks are down 1-2%. Investors already think the US will spend more on Taiwan.

      Did you mean to say “up” based on this sentiment?

    Leave A Reply