📉 Trump Said Buy This

Get an inside look at my #1 day trade for this year

Hi, I’m Chris Pulver.

I’ve been trading the markets for almost 3 decades now.

Would you like to get an inside look at my #1 day trade for 2026?

I’ve traded through the dot-com bust, the Great Financial Crisis, COVID, last year’s trade war, and everything in between.  

☕️ GM Munchers! I thought watching my portfolio bleed out was painful, then the US goaltender let in that third goal against Belgium last night and reminded me what real suffering looks like.

On today’s menu:

  • 💻 Trump Said "Buy A Dell."

  • 🎮 Game Over? Microsoft Just Hit Reset On Xbox

  • 🍿 Tasty Movers & Shakers

  • 🤯 The Biggest Bitcoin Bull Just Sold His Bitcoin

  • 😬 The U.S. Debt Problem Just Got Worse

Yesterday’s numbers:

S&P 500

7,537

+0.72%

Nasdaq

26,121

+1.12%

Dow Jones

53,055

+0.29%

Bitcoin

~63,650

+0.10%

BREAKING NEWS

💻 Trump Said "Buy A Dell." The Stock Made $22 Billion In A Day.

Who knew the secret to making billions was getting the sitting President of the United States to plug your product on live TV? That’s basically what happened to Dell yesterday.

At a White House event to launch the new Trump Accounts program, Trump looked at the cameras and said, "Go out and buy a Dell computer." The stock instantly jumped about 8%, adding roughly $22 billion in value in a single day. And here is the wild part: this is the third time in five months Trump has told America to buy Dell, and the stock popped every single time. For the year, Dell is up around 230%. That is not a typo.

Here's what's really going on:

  • 🤖 AI is the real engine, not the tweet. Strip away the political noise and Dell is quietly one of the biggest winners of the AI boom. It sells the giant server computers that companies need to run AI, and last quarter those AI server sales exploded 757% from a year earlier. Revenue hit $43.8 billion in a single quarter, up 88%. The endorsement grabs headlines, but the earnings are what built the run.

  • 🏛️ The government became a whale customer. In May, Dell landed a five-year, $9.7 billion contract with the U.S. military to manage its software. That is the kind of massive, dependable buyer every company dreams of, and it makes Dell's future revenue a lot more predictable than most tech stocks.

  • 📣 The "Trump bump" is a real, tradeable pattern. Traders have figured out that when Trump says a company's name, the stock jumps. Some are now buying leveraged Dell funds just to bet on the pop. One of those funds shot up 17% today. When a stock starts moving on words instead of numbers, that is a flashing yellow light for anyone paying attention.

🕵️ Now here's the part that should make every investor pause:

Trump's own disclosures show his accounts bought Dell stock nine days before his first "buy a Dell" endorsement in February, back when it traded around $126. It closed above $400 yesterday. So the President keeps telling the public to buy a stock he already owns, right before it jumps, and right before his own government handed the company a $9.7 billion contract.

The White House says there is no conflict because the money sits in a trust. The catch is the trust is reportedly run by his son Eric, and ethics experts say that does not actually remove the conflict. Here is why it matters to you: when a stock's biggest cheerleader is also one of its owners and its regulator, the price can get pushed far above what the business is really worth.

The Munch Take: Dell is a great business having a great year. But "great business" and "great buy" are not the same thing. After a 230% run, a mountain of good news is already baked into the price, so any small disappointment can send it tumbling. Even Michael Burry (the guy from The Big Short) recently flagged AI-stock warning signs. Admire the growth, respect the earnings, but know that buying today means paying top dollar for a party already in full swing.

🎮 Game Over? Microsoft Just Hit Reset On Xbox

Big trouble in the gaming world. Microsoft is cutting 4,800 jobs, and its Xbox division is taking the biggest hit. The new Xbox boss said it plainly in an internal email: "Our business today is not healthy." When your own captain says the ship is sick, you know it’s bad.

Here’s the stunning part. Microsoft spent $69 billion buying Activision Blizzard, the maker of Call of Duty, to finally win the console war. It clearly did not work. Xbox never caught PlayStation or Nintendo, and now it’s shrinking instead of growing.

Here's what's really going on:

  • 💸 Buying everything backfired. For years Microsoft bought game studio after game studio, hoping to build the "Netflix of games." Instead of a hit, they got a money pit. The new boss admitted they lost 64 cents for every dollar they spent.

  • 🕹️ The whole console business is hurting. Remember how AI is gobbling up memory chips? Those same chips go in game consoles. Prices are climbing, and Xbox is about to get $100 to $150 more expensive next month.

  • 📉 The stock is the real story. Microsoft has spent a fortune on AI, and investors are not seeing the payoff yet. The stock is down about 20% this year, the worst of the giant "Magnificent Seven" tech companies.

Here’s why this matters beyond gamers. Xbox is a tiny slice of Microsoft. The fact that a company this huge is trimming a small division tells you the boss, Satya Nadella, is under real pressure to prove all that AI spending was worth it. When a giant starts cleaning out its closets, it usually means Wall Street is breathing down its neck.

The Munch Take: Bigger is not always better, and throwing money at a problem rarely fixes it. Microsoft spent $69 billion to buy its way to the top and still lost the game. That is the trap of thinking cash beats strategy. Meanwhile the real worry is not Xbox at all, it’s that Microsoft has poured a mountain of money into AI and investors are getting impatient waiting for the reward. When even the most powerful software company on Earth has to start cutting, it’s a reminder that the market eventually asks everyone the same question: where is the return? Spending is easy. Winning is the hard part.

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MARKET OVERVIEW

🍿 Tasty Movers & Shakers

🔵 $IBM IBM gained 3.45% after Bank of America hiked its price target and investors started betting on a strong second quarter. Big Blue has been around forever, and every so often Wall Street remembers it still knows how to make money.

🔬 $AXT AXT surged 12.19% on a new supply deal with Coherent that will crank up production at its Beijing plant through 2028. A fresh contract locked in for years is basically a guaranteed paycheck, and the market ate it up.

🤖 $AMD AMD advanced 6.61% after Goldman Sachs raised its price target on stronger AI-chip demand. The AI gold rush rolls on, and AMD is still selling shovels right alongside Nvidia.

🤝 $SOLS Solstice Advanced Materials slipped 15.14% even while in merger talks that could create a $27 billion company. You would think a giant deal sends a stock up, but sometimes investors look at the price tag and get cold feet instead.

STOCK OF THE DAY

🤯 The Biggest Bitcoin Bull Just Sold His Bitcoin

Here’s a fun one. Michael Saylor is the most famous Bitcoin cheerleader on the planet. This is the guy who literally said you should "sell a kidney before you sell your Bitcoin." Well, yesterday his company sold 3,588 Bitcoin worth about $225 million. No kidney required.

His company, Strategy, owns more Bitcoin than anyone. They sold this chunk to help pay dividends, which are cash payments they promised to certain investors. So when the cash got tight, guess what got sold first?

Here's why this matters:

  • 😬 The hero blinked. For years Saylor swore he would never sell. Now he says he only told other people not to sell, and never promised he wouldn't. That is some slippery talk from the man who built his whole name on "diamond hands."

  • 📉 The market got spooked. On the news, Bitcoin dropped over 3% and dipped toward $60,000. When the biggest buyer suddenly becomes a seller, people get nervous fast.

  • 🇺🇸 Then Trump saved the day. Asked if Bitcoin might go in the new Trump Accounts, he said, "I've become a big crypto guy... I'm a fan." Bitcoin turned around and climbed back to nearly $64,000, actually finishing slightly green.

📉 And the stock? It has been an absolute bloodbath.

Strategy's stock, MSTR, is down about 74% over the past year and sits a jaw-dropping 84% below its peak from late 2025. So even as Saylor keeps preaching, the people who bought his stock have been getting crushed.

Now here is where it gets a little crazy. Strategy sells a special kind of stock called STRC that promises a huge dividend, recently bumped up to 12% a year. Sounds amazing, right? Free money? Not quite. That stock is supposed to trade at $100, but it has sunk to around $73. When a stock falls but the payment stays the same, the real yield shoots up, in this case closer to 15%.

That giant dividend is not a gift. It is a warning sign. Strategy has to keep sweetening the deal to convince people to hold on, and to pay for those fat dividends, they need cash. Where does the cash come from? Selling Bitcoin. See the trap? They sell Bitcoin to pay dividends, which spooks the market, which pushes Bitcoin down, which means they may need to sell even more. That is what folks call a doom loop, and it is a scary place for a company to be.

The Munch Take: Two lessons hiding in here. First, watch what people do, not what they say. The loudest voice in the room told everyone to hold forever, then quietly headed for the exit when he needed cash. Second, when a dividend looks too good to be true, it usually is. A 15% payout is the market screaming that something is risky, not handing you a free lunch. This market still moves on the mood of powerful people more than the math. A single sentence from Saylor knocked it down, and a single sentence from Trump lifted it right back up. That is not a stable foundation, that is a mood ring. Invest accordingly, and never let anyone else's hype become your plan.

The World's #1 Ranked Stock Picker of 2020 Just Revealed His Biggest Call Yet (via InvestorPlace)

He called Nvidia, Tesla, AMD and Palantir before they soared thousands of percent. Now, he says the OpenAI and Anthropic IPOs are about to create the opportunity of the decade. But not in the way most folks expect.

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