CONGRESS OWNS THESE 10 STOCKS 🚨 The President Owns 5 Of Them Too (Best Stocks To Buy Now)
Overall Thesis
The video presents a list of the top 10 stocks held by Congress members and the President based on public filings, without making specific directional predictions on individual assets.
Narratives
Stock Moe notes Microsoft is the most-owned stock among Congress members (59 lawmakers) and by the president (17-22 transactions), yet it has only risen 1.7% this year, making it the second-worst performer of the group despite heavy insider buying. He frames this as a surprising disconnect between congressional buying activity and stock performance.
Key Arguments
- Most lawmakers (59) hold Microsoft of any stock tracked
- President's account shows 17-22 transactions in Microsoft
- Despite heavy buying, stock is only up 1.7% and is the second-worst performer of the 10 names
Stock Moe calls Meta his 'sleeper' pick among the Congress-owned stocks, noting it has the fewest lawmaker filings (32) but he personally likes it and has added to his own position despite the stock being down 1% this year.
Key Arguments
- Fewest lawmaker filings (32) among the top 10, called his 'sleeper' pick
- He personally added to his own portfolio position in the stock
Predictions (1)
Stock Moe highlights Johnson & Johnson as the best performer among the 10 Congress-owned stocks, up 29.1% this year, driven by healthcare costs being passed to consumers. He expresses a positive personal opinion calling it a 'good play' and 'a win.'
Key Arguments
- Best performer of the 10 stocks this year, up 29.1%
- Healthcare costs continuing to rise and being passed to consumers benefits the stock
- Gets less attention because it's not a tech name
Predictions (1)
Stock Moe notes Nvidia is held by 45 lawmakers and the president made 15 trades, with the stock up 19.9%, describing the performance as 'not bad.' No forward-looking thesis is offered beyond reporting the data.
Key Arguments
- 45 lawmakers hold Nvidia
- President made 15 trades in Nvidia since January 6
- Stock is up 19.9% this year
Stock Moe reports Amazon is held by 45 lawmakers with 17-22 presidential transactions and the stock is up 9.4% this year, presented as factual data without a forward-looking opinion.
Key Arguments
- 45 lawmakers hold Amazon
- President made 17-22 transactions in Amazon
- Stock is up 9.4% this year
Stock Moe notes Visa is held by 34 lawmakers who bought again in June, and the president's position is up 4.8%, presented purely as factual reporting.
Key Arguments
- 34 lawmakers hold Visa and bought more in June
- President's Visa position is up 4.8%
Stock Moe discusses the president's large stake in Trump Media (114.75 million shares, 41% of the company) held in a revocable trust, noting the stock is down 47% over the past year. He raises concerns that the trust is revocable rather than blind, given the frequency of trades disclosed.
Key Arguments
- President holds 114.75 million shares, 41% of DJT, valued at $8.71 as of September 9 close
- Stock is down 47% over the past year
- Trust is revocable, not blind, and lists 3,642 individual trades, which is atypical for a blind trust structure
Hedges & Caveats
- Host acknowledges this is informational content based on public filings, not personal recommendations
- Host notes that Congress members have access to information the general public does not
- Host mentions the STOCK Act requires 30-45 day delays in disclosure filings
- Host does not explicitly recommend buying or selling any specific stocks
- Content focuses on what politicians own rather than making bullish or bearish calls