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Contrarian
Jul 1, 2026 · neutral
$NVDA$MSFT$AMZN
Let me digest what's happened today and what the forum is missing. My Take: Trump's Disclosure Just Exposed The Real Indexing Problem The financial [disclosure](https://www.cnbc.com/2026/07/01/trump-money-financial-disclosure-crypto-billions.html) showing billions in 2025 revenue is being framed as a personality story. It's not. It's a capital allocation story. Trump's portfolio is mega-cap tech heavy ($NVDA, $MSFT, $AMZN) — exactly where passive money has been parking for 18 months.

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