"The 'Stock God of the White House' promotes the 'hottest storage'! Trump publicly praises Micron"

Trump "pushed the vote" again at the rally, this time on Micron. On May 22nd local time, Trump publicly mentioned Micron at a large rally in Suffern, New York: "Big company Micron, Micron is great..." That afternoon, a large amount of deep out-of-the-money call options targeting Micron had just flooded into the options market, with exercise prices ranging from $750 to $1400, starting with a premium of at least one million dollars. Currently, Micron's stock price is around $751, with a 680% increase in the past year. Those familiar with Trump's trading history will not be surprised by this. The latest financial disclosure documents show that in March of this year, the day after he bought Micron stock, he called out on Fox News saying "I just met with the head of Micron, this is one of the hottest companies." This "building position and then talking" operation is not uncommon in the market. Before the rally, the options "whales" were already active According to the market capital flow tracking account Capital Flow, on the afternoon of May 22nd, multiple traders concentrated on buying deep out-of-the-money call options on Micron, with exercise prices ranging from $750 to $1400, with expiration dates concentrated on January 15, 2027 (237 days to expiration) and July 17, 2026 (55 days to expiration). Between noon and afternoon that day, there were at least nine large call option buy orders, with seven of them concentrated between 1:19 and 1:53. The most aggressive one was a contract with an exercise price of $1400 and an expiration date of January 2027, with a premium of $1.4136 million - in order to make money, Micron needs to rise nearly 90% in less than 8 months from around $745. Within just one second at 1:19:09, there were four different exercise price call options that were simultaneously traded, with a total premium of over $7.3 million. All trades were exclusively on the buy side, all executing at the ask price (ASK) or above, indicating a clear intention to sweep the market. Shortly thereafter, Trump praised Micron at the rally. The coincidence of the timeline makes it hard for the market not to ask the question: what did these options "whales" know in advance? "Buy first, then praise", a familiar script Looking back at Trump's trading history, Micron is not an isolated case. The Office of Government Ethics (OGE) publicly disclosed documents on May 14th showing that Trump executed 3711 securities transactions in the first quarter of 2026, with a size ranging from $220 million to $750 million. The timeline for Micron is particularly eye-catching - from March 2nd to 25th, he accumulated purchases of Micron stock ranging from $217,000 to $530,000, with four trades marked as "unsolicited" (i.e., initiated by the client, not the broker). After buying $50,000 to $100,000 on March 25th, the next day he called Fox News's program "The Five" and said the now widely circulated line: "I just met with the head of Micron, this is one of the hottest companies." The same script has also been played out with other companies. Dell is one of the most typical examples: on February 10th, Trump bought $1 million to $5 million Dell stock; nine days later, during an economic speech in Georgia, he directly told the audience to "buy Dell computers" and praised Dell CEO Michael Dell and his wife for funding a "Trump account" for newborns. He then publicly recommended Dell products on February 27th, March 9th, April 16th, and May 8th, with the endorsement on Mother's Day at the White House on May 8th pushing Dell's stock to an all-time high. The story of Thermo Fisher Scientific is equally intriguing: on March 11th, Trump visited the company's Ohio factory and praised it as "a great company", encouraging pharmaceutical companies to collaborate with them - on the same day, he bought $15,000 to $50,000 Thermo Fisher stock, marked as "unsolicited". Prior to this, he had already initiated two positions, with the maximum holding on the day of the visit reaching $215,000. In the afternoon of the same day, during a speech in Kentucky, he praised Apple CEO Tim Cook and bought $250,000 to $500,000 Apple stock. Throughout March, his buying of Apple stock amounted to $2 million to $7.2 million. In response to the questions, the Trump Group's response has always been consistent: the president's investments are independently managed by third-party financial institutions, executed through "automated, model-driven investment portfolios", and he does not participate in decision-making. However, the issue lies in the fact that Trump's assets are held by a trust managed by his son Donald, rather than a compliant "blind trust" that completely separates beneficiaries from investment decisions - in other words, there is no legal or practical barrier to prevent him from getting involved. The labels of "unsolicited" transactions, combined with the claims of "independent management", create tension. Lawmakers from both parties are moving forward with legislation. Representatives Malinowski and Roy of the Republican Party jointly proposed a bipartisan bill to ban members of Congress from trading stocks, with another bill to extend the ban to the President and Vice President. Senator Gillibrand's wording is most blunt: "This is a profound betrayal of the citizens 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 had previously attended Trump's private social events (referred to as "bros trips"), indicating a close relationship between the two. The policy card behind Micron Trump repeatedly standing up for Micron is not without a policy context. Bloomberg reported that U.S. Trade Representative Greer recently attended an event at Micron's Virginia factory expansion and stated that the government is still considering imposing tariffs on imported semiconductors to promote domestic manufacturing, but will not do so immediately. His exact words were: "We want to ensure that we move forward at the right timeline and to the right degree to promote the reshoring of manufacturing." The strategic position of Micron is key to understanding all of this. It is the only manufacturer in the U.S. that produces advanced DRAM chips. While South Korean competitors Samsung and SK Hynix have set up logic chip and packaging factories in the U.S., none of them produce memory wafers domestically in the U.S. U.S. Commerce Secretary Raimondo warned in January that if Korean companies do not expand production capacity in the U.S., they may face tariffs of up to 100%. Micron has committed to investing $20 billion in manufacturing and research and development in the U.S., covering Idaho, New York, and Virginia, and has received over $6 billion in direct subsidies from the CHIPS Act. CEO Mehrotra said in a Bloomberg TV interview that due to demand for AI infrastructure, the shortage of storage chips "will continue after 2026", and the company is signing long-term supply agreements with customers. Since the beginning of this year, Micron's stock price has risen by over 163%. For the market, when this "White House stock god" talks about a company, it seems that behind the scenes there are always intertwined positions, policies, and connections. And in the case of Micron, it seems that all three are in play... This article is reprinted from the "Wall Street News" app, author: Gao Zhimou; GMTEight Editor: Song Zhiying.