"White House stock god" endorsed the "hottest storage"! Trump openly praised Micron

```

Trump is "pushing stocks" again at his rallies, and this time he's spotlighting Micron.

On May 22 local time, Trump publicly mentioned Micron Technology at a large rally in Suffern, New York: "Big company Micron, boy, Micron is great..."

That afternoon, the options market saw a flood of huge deep out-of-the-money call options for Micron, with strike prices ranging from $750 to $1400, and each transaction started with a million-dollar premium.

Currently, Micron stock is about $751, with a 680% gain over the past year.

Those familiar with Trump's trading records will not be surprised by this. The latest financial disclosure documents show that in March this year, the day after he bought Micron stock, he went on Fox News to say, "I just met with the head of Micron. This is one of the hottest companies."

This "buy first, hype later" operation is seen time and again in the market.

Option "whales" move ahead of the rally

According to Capital Flow, a market capital tracker, on the afternoon of May 22, several traders concentrated on buying deep out-of-the-money Micron call options, with strike prices covering $750 to $1400, expiring on January 15, 2027 (237 days to maturity) and July 17, 2026 (55 days to maturity).

Between noon and afternoon that day, at least 9 large call option purchases occurred, 7 of which were concentrated between 1:19 and 1:53 PM. The most aggressive was a $1400 strike price, expiring January 2027, with a premium of $1.4136 million — for profit, Micron would need to rally nearly 90% from around $745 in less than 8 months.

At exactly 1:19:09, four call options with different strike prices were transacted simultaneously, with total premiums over $7.3 million. All trades were buy orders, executed at the ask (ASK) or above the ask (ABOVE), showing clear intent for aggressive buying.

Soon after, Trump publicly praised Micron at the rally.

The timeline coincidence makes it hard for the market not to ask: What did these option "whales" know in advance?

"Buy first, hype later" — an old playbook

Looking back at Trump’s trading history, Micron is far from unique.

The U.S. Office of Government Ethics (OGE) disclosed on May 14 that Trump executed 3,711 securities transactions in Q1 2026, totaling between $220 million and $750 million.

Micron's timeline stands out — from March 2 to 25, he bought between $217,000 and $530,000 worth of Micron stock, with four trades marked as "unsolicited" (initiated by the client, not the broker). After buying $50,000 to $100,000 on March 25, he called into Fox News’s "The Five" the next day, saying the now-famous words: "I just met with Micron's CEO. This is one of the hottest companies."

The same playbook played out for other companies. Dell is one of the classic cases: On February 10, Trump bought $1 million to $5 million in Dell stock; nine days later at Georgia’s economic speech, he directly told the audience "go buy a Dell computer," and praised Dell CEO Michael Dell and his wife for funding the "Trump account" for newborns. He then publicly recommended Dell products on February 27, March 9, April 16, and May 8, with his endorsement at the White House Mother's Day event on May 8 pushing Dell stock to all-time highs.

The Thermo Fisher story is also intriguing: On March 11, Trump toured their Ohio factory and praised "this is a great company," encouraging pharma to work with them — that same day, he bought $15,000 to $50,000 of Thermo Fisher stock, again marked as "unsolicited." Previously, he had already built positions twice, and holdings on the tour day could reach up to $215,000. That afternoon in Kentucky, he praised Apple CEO Cook and bought $250,000 to $500,000 of Apple stock. In March alone, his Apple buys totaled $2 million to $7.2 million.

Faced with questions, the Trump Organization’s response remains unchanged: the President’s investments are independently managed by third-party financial institutions via "automated, model-driven portfolios" and he himself does not participate in decisions. However, Trump’s assets are held by a trust managed by his son, Donald Jr, not a fully compliant "blind trust" that separates beneficiaries from investment decisions — in other words, there is no legal or practical barrier preventing him from involvement. The "unsolicited" mark on multiple trades adds tension to the claim of "independent management."

Bipartisan lawmakers are moving on legislation. Representative Magazina and Republican Roy jointly proposed a bipartisan bill to ban Congressional members from stock trading, with another bill extending the ban to the President and Vice President. Senator Gillibrand put it bluntly: "This is a profound betrayal of the people they serve. Elected officials — especially the President — should not be trading stocks."

There is also a detail circulating on social media: Micron CEO Sanjay Mehrotra previously attended Trump’s private social events (called "bros trip"), showing their close relationship.

The policy card behind Micron

Trump’s repeated support for Micron is not without policy context.

Bloomberg reported that US Trade Representative Jamieson Greer attended Micron’s Virginia factory upgrade ceremony recently, saying the government is still considering tariffs on imported semiconductors to boost US manufacturing, but won't do so immediately. His exact words: "We want to make sure we advance this on the right timeline and in the right scope to encourage manufacturing to come back."

Micron’s strategic importance is key to understanding all of this. It is the only US-based manufacturer mass producing advanced DRAM. Korean rivals Samsung and SK Hynix have logic chip and packaging facilities in the US, but do not manufacture memory wafers locally. US Commerce Secretary Gina Raimondo warned in January that if Korean companies don't expand US capacity, they may face up to 100% tariffs.

Micron has already pledged $20 billion in US manufacturing and R&D investments, covering Idaho, New York, and Virginia, and has received over $6 billion in direct subsidies from the CHIPS Act. CEO Mehrotra told Bloomberg TV that due to AI infrastructure demand, memory chip supply shortages "will continue beyond 2026," and the company is signing long-term supply agreements with customers. Since the start of the year, Micron stock has risen over 163%.

For the market, when this "White House stock god" speaks about a company, it often intertwines holdings, policies, and connections. And for Micron, it seems to have all three...

Risk Warning and DisclaimerThe market has risks, investment needs caution. This article does not constitute personal investment advice, nor does it take into account individual users' unique investment objectives, financial situation, or needs. Users should consider whether any opinions, views, or conclusions in this article suit their particular circumstances. Invest at your own risk. ```