Trump's Q1 2026 OGE holdings/trading structure shows a very clear signal— Reduced/Sold: MSFT, AMZN, META Increased/Bought: NVDA, AMD, AVGO, INTC, TXN, ORCL, NOW, ADBE, DELL In simple terms, it’s not about 'dumping tech,' but rather shifting from platform-based tech giants to AI computing power, semiconductors, enterprise software, and hardware infrastructure. The semiconductor chain, in particular, takes up a significant portion, with NVDA, AMD, AVGO, INTC, and TXN all included. If this disclosure direction holds true, it suggests that future policies and capital narratives may continue to revolve around AI infrastructure, chip manufacturing, and computing power supply chains. But note: OGE disclosures show value ranges, not precise transaction amounts, nor do they represent all trades. This info can serve as a reference for personal trading, but don’t copy blindly. After all, everyone’s capital scale is different. Stay sharp in the market~ Trade U.S. stocks with Maitong @MSX_CN 20% rebate: https://(msx.com)/?code=reff_5J1DSN #USStocks #AI #Semiconductors #NVDA #AMD #Trump #InvestmentNotes