๐Ÿ“‰ Trump Just Made 1,156 Trades

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Elon's new company is private. These 3 tickers aren't.

The next Apple may already exist. Insider sources say Elon has spent two years building a secret device inside Tesla's facilities โ€” one he claims will be "10x bigger than the largest product in history."

There's just one problem: the company is private, and unless you know Elon personally, you can't buy a single share. That was true until Guardian's research team found three public ticker symbols sitting in the launch supply chain.

Click here to see all 3 tickers, free of charge.

You won't hear these names on CNBC โ€” Wall Street hasn't published a word on the connection. But when the launch hits September 21, that quiet ends.

Some are already calling this the biggest opportunity since AI. For anyone who missed Apple before the iPhone, this may be a second look at that kind of setup.

โ˜•๏ธ GM Munchers! My wife made me watch Dancing With The Stars last night. I pretended to hate it, secretly got invested, and by the end I was more emotionally attached to a cha-cha than I am to my portfolio.

On todayโ€™s menu:

  • ๐Ÿšข Royal Caribbean Makes Headlines

  • ๐Ÿคฏ Trump Just Made 1,156 Trades

  • ๐Ÿ—‘๏ธ The Trash Stock Worth Digging Through

  • ๐ŸŽฎ๏ธ GameStop Makes Headlines (Again)

  • ๐Ÿค” These Are The Best Performing Stocks Of 2026

Yesterdayโ€™s numbers:

S&P 500

7,764

+0.00%

Nasdaq

27,244

+0.45%

Dow Jones

51,863

-0.36%

Bitcoin

~$86,200

-0.44%

BREAKING NEWS

๐Ÿšข Royal Caribbean Wants To Sell You The Beach, Not Just The Boat

I just got back from a cruise, so when this headline crossed my desk, I couldnโ€™t resist. $RCL Royal Caribbean is nearing a $3 billion deal to take a 50% equity stake in Sandals, the all-inclusive Caribbean resort chain, in a transaction that values Sandals at around $6 billion. If it closes, it would be the largest acquisition in Royal Caribbean's entire history.

Here's the strategy, and it's actually clever. Cruises make up just 2% of the entire global travel industry. Royal Caribbean is tired of only fighting for that tiny slice, so it wants to own where you vacation on land too. Buy a stake in Sandals' 20 Caribbean resorts, then cross-sell: book a cruise, get pitched a resort stay, and vice versa. Instead of losing you to a beach resort competitor, they just become the beach resort too.

Now the awkward timing. The stock fell about 6% on the news and actually hit a fresh 52-week low around $232 the same day. Ouch.

  • ๐Ÿ“‰ Why it's getting destroyed: RCL is down roughly 25% over the past year after cutting its revenue growth forecast on softer demand for European sailings, and this expensive deal spooked investors already worried about spending.

  • ๐Ÿ’ธ Insiders have been heading for the exits: Company insiders sold about $631 million in stock over the past year, with zero insider buying, which is not the confidence signal bulls want to see.

  • ๐Ÿคท The details are murky: The deal isn't confirmed, there's no SEC filing yet, and reports disagree on whether it's a 50% stake or a bigger majority buy, so the stock is trading on headlines, not hard numbers.

The Munch Take: So is this a buy? Genuinely tempting, but not quite yet for us. The land-based diversification strategy is smart, and some valuation models flag RCL as undervalued after this beating. But you've got softening cruise demand, heavy insider selling, and a giant unconfirmed acquisition that would pile on debt, all at once. That's a lot of "wait and see" stacked in one stock. We love the long-term logic of owning both the boat and the beach. We'd just want the deal actually signed and the European demand actually stabilizing before climbing aboard. For now, we're watching from the dock.

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STORY OF THE DAY

๐Ÿ“Š Trump's Trading Account Made 1,156 Trades In July

Fresh disclosure, same wild story. President Trump's investment accounts logged 1,156 securities trades in July, worth somewhere between $79 million and $270 million total. To put that pace in perspective, that's about 77 transactions per active trading day, and on July 29 alone, the accounts fired off more than 300 trades. For comparison, during his entire first year in office back in 2017, he disclosed just 86 stock trades. This is a completely different animal.

The headline moves are all in Big Tech. The two largest trades were July 20 sales of between $5 million and $25 million each of Microsoft and Amazon. Funny enough, timing wasn't kind here: Microsoft has rallied about 24% since that exact sale date, so whoever hit sell left real money on the table. The accounts also trimmed Nvidia, Meta, and Comcast, while scooping up municipal bonds and ETFs.

  • ๐Ÿ›ก๏ธ The defense trade raises eyebrows: The accounts sold Northrop Grumman on July 20, the very same day Trump signed an executive order tightening supply chain rules for defense contractors. The timing is the kind of thing that gets people talking.

  • ๐Ÿ’ฐ The scale keeps growing: His 2025 annual disclosure showed more than 21,000 trades across eight accounts holding at least $858 million, which reads far more like an algorithm than a guy picking stocks.

  • ๐Ÿ›๏ธ The White House says hands off: A spokesman insists the portfolio is "independently managed by third-party financial institutions" with "no conflicts of interest."

The Munch Take: Whether or not Trump personally clicked a single buy button, a sitting president's accounts trading defense stocks around his own executive orders and dumping Microsoft right before a 24% run is always going to draw a crowd. The sheer volume genuinely supports the "it's automated, he's not involved" defense, and that's probably the honest read. But past presidents used blind trusts specifically so nobody ever had to wonder. The optics remain awkward no matter who's pushing the buttons, and awkward optics are exactly what these disclosures keep serving up every single month.

MARKET OVERVIEW

๐Ÿฟ Tasty Movers & Shakers

๐Ÿ‘€ Bonus Report From Vincere Trading: What Happens To Your Retirement When Stocks Go Nowhere?

๐ŸŽฎ $GME GameStop rose 5.58% after CEO Ryan Cohen scooped up roughly $26 million of his own company's stock.

๐Ÿ›’ $BABA Alibaba edged up 0.45% after revealing a new AI chip and plans to significantly grow its data center footprint. The Chinese giant clearly wants a bigger seat at the AI table.

๐Ÿค– $PYPL PayPal ticked up 0.51% and $SHOP Shopify jumped 7.12% on deals letting shoppers check out directly through Meta's Muse AI assistant. Anything that plugs into Muse's massive early hype is getting a bump right now.

๐Ÿ“บ $NFLX Netflix slipped 1.64% after another downgrade, this time from HSBC, which worries YouTube is quietly poaching its viewers. The streaming wars aren't over, they're just getting sneakier.

๐Ÿฆ $UBS UBS fell 3.65% ahead of a key Swiss parliamentary vote on tougher capital rules for banks. Nothing makes bank investors flinch like the threat of being forced to hold more cash.

๐Ÿ‹๏ธ $PLNT Planet Fitness dropped 9.52% as slowing membership growth and stiffer competition kept pressure on the stock. Even the $10-a-month gym is finding it harder to keep the crowds coming.

STOCK OF THE DAY

๐Ÿ—‘๏ธ The Trash Stock Worth Digging Through

Here's a stock that does something wonderfully boring: it hauls away your garbage and prints money doing it. $WM Waste Management is now trading near its cheapest valuation in seven years, at roughly 21 times cash flow, after sliding about 15% over the past year to around $197. When one of the most reliable, recession-proof businesses in America goes on sale, it's worth a closer look.

Why is this such a resilient business? Simple. People make garbage no matter what the economy does. Boom or bust, the trash still needs to go somewhere, and Waste Management is the biggest player in North America with about 25% market share. Its real moat is landfills. It's brutally hard to get regulatory approval to open a new one, which means competitors basically can't replicate what WM already owns.

  • ๐Ÿž๏ธ The moat is nearly impossible to copy: WM owns a massive network of landfills across 49 states and 6 Canadian provinces, and near-impossible permitting rules mean nobody's building rivals to compete.

  • ๐Ÿ’ฐ It's a dividend machine: WM pays a growing dividend that it just hiked about 14.5%, backed by billions in free cash flow and an ongoing $3 billion buyback program.

  • ๐Ÿ“‰ Why it's down: The stock leans on housing construction, which has stalled thanks to high interest rates, and that soft demand plus a CEO transition has kept the price in the mud.

The Munch Take: This is exactly the kind of sleepy, own-it-for-a-decade stock we like. Waste Management isn't going to double next month, but it's a "need, not a want" business with a fortress moat, a growing dividend, and a valuation that's finally reasonable after years of being too pricey. Analysts have price targets in the $250 to $270 range, well above where it trades now. If housing eventually recovers when rates fall, this stock has a clear path higher. We'd happily nibble on a boring cash machine like this while everyone else chases shiny AI names. Sometimes the best trades really do stink.

๐Ÿช Munchy Memes

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