Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

For years, Washington treated advanced AI chips like strategic weapons. The U.S. tightened export controls, China accelerated domestic chipmaking, and companies caught in the middle — especially Nvidia (NASDAQ:NVDA | NVDA Price Prediction) — watched billions of dollars in potential revenue sit behind regulatory walls. 

Now the story has taken a twist few investors saw coming. President Donald Trump revealed millions of dollars in stock trades during the first quarter, including a sizable position in Nvidia, just before reports surfaced that the U.S. approved exports of the chipmaker’s advanced H200 AI processors to Chinese firms. 

The timing raises a straightforward question investors can’t ignore: where does policy end and personal financial interest begin?

3,642 Trades and One Very Interesting Name on the List

President Trump recently filed an OGE Form 278-T with the Office of Government Ethics — the financial form required for senior government officials. The numbers inside it are hard to look away from. In Q1 alone, Trump made 3,642 stock trades. Among those, 36 transactions fell in the $1 million to $5 million range. Another 45 transactions landed between $500,000 and $1 million.

One of those 36 larger trades was for Nvidia. That means Trump holds somewhere between $1 million and $5 million in NVDA stock while serving as president.

A China Trip That Moved Markets

Trump just…