Options Whale Preps Early, 'White House Stock God' Trump Ignites Micron

Data indicates that before Trump publicly endorsed Micron on May 22nd, a large amount of capital had already pre-purchased Micron deep out-of-the-money (OTM) call options, demonstrating an extremely strong willingness to go long.

This option layout covers a broad range of strike prices from $750 to $1400, with expiration dates concentrated in July 2026 and January 2027, balancing short, medium, and long-term market game-playing. Nine large call orders appeared from noon to afternoon of that day, with seven concentrated between 13:19 and 13:53, showing a characteristic of capital focusing on building positions.

The transaction data is very aggressive: On 13:19:09, four call options were traded simultaneously, with a total premium exceeding $7.3 million; among them, a forward contract with a strike price of $1400 had a single premium of $1.4136 million, requiring Micron's stock price to surge nearly 90% within 8 months to be profitable, highlighting extreme optimism. All trades were initiated at high prices, with the main force's intention to seize initiative clearly stated.

After the capital layout, Trump immediately publicly praised Micron, and the precise timing discrepancy led the market to question the possibility of early information leakage and precise arbitrage by the main force.

Establishing positions before speaking has become a norm

This operation is a routine of Trump's pattern of establishing positions before endorsing transactions. Documents from the U.S. Office of Government Ethics show that in the first quarter of 2026, he completed 3,711 security transactions, with a scale ranging from $220 million to $750 million, indicating a large number of transactions and substantial scale.

The timeline of Micron's transactions is highly representative. From March 2nd to 25th, Trump cumulatively bought between $217,000 and $530,000 worth of Micron stocks, including multiple non-discretionary transactions initiated by himself. After completing the last purchase on March 25th, he publicly spoke the next day, calling Micron a hot, high-quality company in the market and revealing connections with corporate executives.

This trading pattern has been implemented multiple times. In February, he heavily invested in Dell stocks and publicly endorsed them nine days later, continuously backing them to push Dell's stock price to a historical high.

In March, the trading was even more intense. Trump visited Thermo Fisher Scientific's factory and publicly praised the company, buying its stocks on the same day; on the same day, he praised Apple's management and heavily invested in Apple stocks, with the monthly trading scale reaching up to $7.2 million. A series of precise trades have continuously sparked market regulatory disputes.

Trust has flaws, bipartisan legislation to ban stock trading by public officials

Faced with external questioning about using his public position to profit from stock speculation, the Trump Organization has always defended externally, stating that personal investments are independently managed by third-party financial institutions, relying on automated model combinations to execute trades, and that he does not participate in any investment decisions.

However, the market and politics do not accept this statement. The core flaw lies in the fact that Trump's assets are held in a trust managed by his son, Donald Trump Jr., which is not a strictly compliant, completely isolated "blind trust," and there is no legal and practical decision barrier, making it impossible to rule out his intervention in investments. At the same time, many key transactions are marked as "non-discretionary," which is a clear contradiction to the official statement of "independent management by a third party," further intensifying public questioning.

As the debate continues to ferment, bipartisan legislation has been initiated in the United States. Currently, several bills are being pushed forward, including not only a bipartisan ban on congressional stock trading by lawmakers but also bills that expand oversight to the president and vice president levels. Senator Kirsten Gillibrand publicly criticized severely, stating that public officials using their position to profit from stock trading is a profound betrayal of the people, and elected officials should completely withdraw from the stock market.

Policy dividends + AI needs, Micron's growth logic is solid

Trump continues to endorse Micron, not only driven by personal position interests but also by deeper industry policies and industrial landscape logic. Micron's own scarce strategic value is the core foundation for its continuous policy inclination and funding pursuit.

As the only U.S.-based company that can mass-produce advanced DRAM, Micron occupies a core position in the global memory chip landscape. Its two major South Korean competitors, Samsung and SK Hynix, although they have industrial layouts in the United States, have not yet established domestic memory wafer