@david.thesmar: ⚡ TRUMP’S $20.2B AI PORTFOLIO — MEMORY & POWER LEAD THE WAY ⚡ DONALD TRUMP’S $20.2B STOCK PORTFOLIO — UPDATED ⚡ A major AI-focused portfolio just got an update 👀📊 Semiconductors, AI infrastructure, data centers and energy are the core: 🥇 Sandisk (SNDK) — 28.5% 🥈 Micron (MU) — 28.0% ⚡ Bloom Energy (BE) — 9.5% 💻 TSM — 6.4% 🤖 Nebius (NBIS) — 6.2% 🌊 CoreWeave (CRWV) — 3.7% 🔧 STMicroelectronics (STM) — 2.9% 🚀 APLD — 2.4% ⚡ Riot (RIOT) — 2.4% 🔥 Shaz — 2.3% ☁️ IREN — 2.2% other positions Biggest takeaway? AI infrastructure is still the heartbeat. 🧠⚡ Memory, chips, compute, data centers and power = the AI buildout essentials. 📌 Would you buy in today — or pass?