President Donald Trump's Investment Team Dumped Amd …

AMD gets shown the door

No trend is hotter and more directly responsible for lifting Wall Street’s major stock indexes to new heights than the artificial intelligence (AI) infrastructure build-out. An enormous amount of capital is being spent on data center hardware, with AMD at the center of this AI revolution.

Advanced Micro Devices’ AI-accelerating Instinct chips allow AI software and systems to make split-second, autonomous decisions. Although Nvidia (NVDA -1.29%) is the graphics processing unit (GPU) kingpin, AMD’s less costly GPUs should successfully chip away at Nvidia’s near-monopoly market over time.

So, why did Trump’s independent investment team sell between $1,000,001 and $5,000,000 worth of AMD stock in August? Historical precedent may hold the biggest clue.

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NASDAQ: AMD

Advanced Micro Devices

Premium Feature

Moneyball Superscore

95/100

Today’s Change

(-2.28%) $-13.86

Current Price

$594.24

Key Data Points

Market Cap

$970BMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.

Day’s Range

$586.54 – $601.77

52wk Range

$188.22 – $658.52

Volume

125.8K

Avg Vol

23M

Gross Margin

50.37%

While almost no one disputes the long-term growth potential that AI brings to the table, history shows that every game-changing technology dating back to (and including) the advent of the internet has navigated a bubble-bursting event. These bubbles form and subsequently burst because investors consistently overestimate the pace of optimization for tech-driven innovations.

Although demand for GPUs remains strong and persistent supply shortages are buoying AMD’s pricing power, it’ll ly take years for businesses to optimize their AI solutions. Eventually, investors’ lofty expectations aren’t met, leading to a bubble-bursting event. If the AI bubble does burst, AMD would presumably be hit hard.

Image source: Getty Images.

Donald Trump’s investment team piled into Meta Platforms

At the other end of the spectrum, there was only one trade executed in August with an amount ranging from $5,000,001 to $25,000,000: a purchase of Meta Platforms s.

Meta remains as dominant as ever in the social media arena. In June, it attracted an average of 3.6 billion daily active people to its family of apps, including Facebook, Instagram, and WhatsApp. Given that no other social media platforms come close to this figure, Meta typically commands exceptional ad-pricing power.

But it’s Meta’s integration of generative AI solutions into its ad platform that may have excited Trump’s third-party investment team. Enabling advertisers to tailor static and video messages to users can improve click-through rates and enhance Meta’s already impressive ad pricing.

BREAKING: Trump disclosed 517 stock and bond trades in August, worth up to $273 million combined. His biggest buy: up to $25 million of Meta, $META, on Aug. 21. That same day, he also bought up to $5 million of: AT&T ConocoPhillips Abbott Laboratories Netflix Chevron And sold up to $5 million each of AMD and Church & Dwight, while trimming Nvidia, Boeing, Home Depot and Dell.

— unusual_whales (@unusual_whales) October 8, 2026

Meta also recently announced plans to develop a cloud infrastructure business with its excess GPUs to sell AI compute. This would leave Meta less vulnerable to an AI bubble-bursting event, should one occur.

However, the greatest lure of Meta Platforms’ stock is its valuation. Entering October, Meta was the second-cheapest Magnificent Seven stock, based on future cash flow. The company’s foundational social media operations, coupled with its high-margin AI segments, should lead to a rapid expansion in cash flow in the coming years.

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About the Author

Sean Williams is a data-driven Motley Fool contributing analyst who’s been investing for 28 years and has penned north of 16,000 articles. You’ll find him at the intersection of politics and investing tackling macroeconomic topics of interest (Social Security and Donald Trump’s economic/tax policies), analyzing which stocks billionaire investors (e.g., Warren Buffett) are buying and selling, and digging into how the world’s most-influential businesses and trends — everything from the evolution of artificial intelligence (AI) to the next stock split — are changing Wall Street. He holds a B.A. in Economics from the University of California, San Diego.

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