Truth Social post of September 1, 2026

PostStatementPublished 09/01Open the original

Summary

President Trump posts an article saying Nvidia's AI factory compute is becoming an investable asset class.

By industry

Semiconductors & CHIPS Act1 trading day−1.7%p15 stocks5 trading days+4.3%p15 stocks20 trading days+11.4%p15 stocks

Day by day after the announcement

Semiconductors & CHIPS Act stocks and the S&P 500 after the announcement, cumulative %
Day	Semiconductors & CHIPS Act stocks	S&P 500
26/08/31	0.0%	0.0%
26/09/01	−2.4%	−0.7%
26/09/02	−1.7%	−0.3%
26/09/03	−1.3%	+0.7%
26/09/04	+1.9%	+0.3%
26/09/08	+4.1%	−0.2%
26/09/09	+4.6%	−0.6%
26/09/10	+1.8%	−1.2%
26/09/11	+4.6%	−0.4%
26/09/14	−1.3%	−0.8%
26/09/15	−1.0%	−1.2%
26/09/16	−1.1%	−1.4%
26/09/17	+1.7%	−0.7%
26/09/18	+4.8%	−0.6%
26/09/21	+9.6%	+0.8%
26/09/22	+11.1%	+0.8%
26/09/23	+9.9%	+0.1%
26/09/24	+9.8%	−0.1%
26/09/25	+11.9%	+0.6%
26/09/28	+9.7%	−0.3%
26/09/29	+11.2%	−0.2%

Stocks it names

NvidiaNVDA

Korean stocks in these industries

Samsung Electronics 005930
SK hynix 000660
SKC 011790

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Cory BookerSenator · Democrat · NJ
Full saleNvidia
Full sale
Nvidia
NVDA
$15K–$50K
Spouse
$15K–$50K
Reported 09/09
Traded 08/11
Sheldon WhitehouseSenator · Democrat · RI
Partial saleNvidia
Partial sale
Nvidia
NVDA
$15K–$50K
Self
$15K–$50K
Reported 09/02
Traded 08/13
Sheldon WhitehouseSenator · Democrat · RI
Partial saleNvidia
Partial sale
Nvidia
NVDA
$1K–$15K
Spouse
$1K–$15K
Reported 09/02
Traded 08/13
Timothy S. TeterEVP, General Counsel and Sec
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$3M
13,478 sh
$3M
Filed 09/23
Traded 09/21
Timothy S. TeterEVP, General Counsel and Sec
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$2.8M
12,483 sh
$2.8M
Filed 09/23
Traded 09/21
Cristiano R. AmonPresident & CEO
Sell10b5-1 planQualcomm
Sell10b5-1 plan
Qualcomm
QCOM
$2M
10,000 sh
$2M
Filed 09/25
Traded 09/25
Cristiano R. AmonPresident & CEO
Sell10b5-1 planQualcomm
Sell10b5-1 plan
Qualcomm
QCOM
$2M
10,000 sh
$2M
Filed 09/23
Traded 09/21
Timothy S. TeterEVP, General Counsel and Sec
Sell10b5-1 planNvidia
Sell10b5-1 plan
Nvidia
NVDA
$1M
4,499 sh
$1M
Filed 09/23
Traded 09/21
Josh GottheimerRepresentative · Democrat · NJ
BuyApplied Materials
Buy
Applied Materials
AMAT
$1K–$15K
Joint
$1K–$15K
Reported 09/14
Traded 08/06
Sheldon WhitehouseSenator · Democrat · RI
Partial saleLam Research
Partial sale
Lam Research
LRCX
$1K–$15K
Spouse
$1K–$15K
Reported 09/02
Traded 08/13
Richard C. Puccio Jr.CFO
Sell10b5-1 planAnalog Devices
Sell10b5-1 plan
Analog Devices
ADI
$573.3K
1,500 sh
$573.3K
Filed 09/23
Traded 09/22
Gilbert CisnerosRepresentative · Democrat · CA
Partial saleNvidia
Partial sale
Nvidia
NVDA
$1K–$15K
Self
$1K–$15K
Reported 09/10
Traded 08/18
John J. McGuire IIIRepresentative · Republican · VA
BuyNvidia
Buy
Nvidia
NVDA
$1K–$15K
Spouse
$1K–$15K
Reported 09/02
Traded 08/18
Gilbert CisnerosRepresentative · Democrat · CA
Partial saleAdvanced Micro Devices
Partial sale
Advanced Micro Devices
AMD
$1K–$15K
Self
$1K–$15K
Reported 09/10
Traded 08/18
Maria SalazarRepresentative · Republican · FL
Full saleQualcomm
Full sale
Qualcomm
QCOM
$1K–$15K
Self
$1K–$15K
Reported 09/09
Traded 08/19
Maria SalazarRepresentative · Republican · FL
Full saleQualcomm
Full sale
Qualcomm
QCOM
$1K–$15K
Self
$1K–$15K
Reported 09/09
Traded 08/12
Pradheepa RamanChief People Officer
Sell10b5-1 planGlobalfoundries
Sell10b5-1 plan
Globalfoundries
GFS
$104.7K
2,145 sh
$104.7K
Filed 09/29
Traded 09/28
Gilbert CisnerosRepresentative · Democrat · CA
Full saleCoherent
Full sale
Coherent
COHR
$1K–$15K
Self
$1K–$15K
Reported 09/10
Traded 08/18
Samak L. AzarChief Legal Officer
Sell10b5-1 planGlobalfoundries
Sell10b5-1 plan
Globalfoundries
GFS
$15.3K
335 sh
$15.3K
Filed 09/25
Traded 09/24