u/Tkn665

Taylor bought $AVGO (Broadcom) on Feb 26 at $332.31. Sold April 27 at $418.20. Full close across both his accounts (Sardinia Ready Mix 401(k) and Schwab Joint Brokerage). +25.85% in 60 days.

The same April 27 filing also opened four brand new positions.

1. $V (Visa) bought one day before their Q2 earnings beat.
2. $PG (Procter & Gamble) bought three days after their Q3 results (which included a $400M tariff warning).
3. $PGR (Progressive) bought twelve days after their Q1 beat.
4. $HD (Home Depot) was effectively a same-day account swap, sold from the 401(k) and bought in the brokerage for net zero.

Taylor sits on House Agriculture (Commodity Markets, Digital Assets, and Rural Development subcommittee), House Transportation and Infrastructure, and co-chairs the Congressional Rural Broadband Caucus.

PG, PGR, and HD don't overlap with any of that. PG and PGR were bought after their earnings news was already public. HD was a wash.

Visa is the trickier one and the legislative picture cuts both ways.

On the bearish side, H.R. 7035 (the Credit Card Competition Act) was reintroduced in January 2026 with bipartisan sponsors (Durbin and Marshall in the Senate, Gooden and Lofgren in the House) and a public Trump endorsement. It would force large card issuers to offer network alternatives to Visa and Mastercard, hitting interchange revenue. The bill sits in House Financial Services, where Taylor doesn't. Worth noting the bill has been reintroduced every cycle since 2022 and never moved, so "this dies in committee" is closer to consensus than insider info.

On the bullish side, Taylor's Digital Assets subcommittee has jurisdiction over stablecoin and crypto-payments policy via the CFTC commodity angle. Visa has been investing heavily in stablecoin settlement rails (USDC on Solana, cross-border products, Circle partnership). Pro-stablecoin policy moving through Congress would directly benefit Visa's payment-rail strategy. Taylor has at least a partial channel there.

Whether the V trade is connected to either thread or just a min-tier addition in a broker basket is impossible to tell from the disclosure alone.

The AVGO close is the only trade in this batch with a clear outcome, +25.85% in 60 days.

Filing ID 20034489.

On August 22, 2025 the U.S. government bought 433.3 million shares of Intel at $20.47, totaling $8.9B for a 9.9% stake. That made the federal government Intel's largest single shareholder. The money wasn't new spend either. They converted unpaid CHIPS Act grants ($5.7B) and Secure Enclave program funds ($3.2B) into equity instead of paying them out as cash.

They also got a 5-year warrant for another 5% of Intel at $20, only triggered if Intel ever drops below 51% ownership of its foundry business. So the U.S. government is now financially incentivized to keep Intel's foundry alive.

Now the timeline gets interesting. Two weeks BEFORE the trade, on August 6, 2025, Trump announced a 100% tariff on imported semiconductors with an exemption for any company "building in the United States." Intel is the only U.S. company producing leading-edge logic chips at scale. Every competitor (TSMC, Samsung, SK Hynix) either pays the tariff or accelerates U.S. fabs. It's basically a subsidy paid by every consumer who buys a phone, laptop, GPU, or car.

One month after the trade, on September 18, 2025, Nvidia announced a $5B investment in Intel plus a co-development deal. Jensen called it "an incredible investment." It was finalized December 29. SoftBank put in another $2B. Then Apple foundry rumors started leaking. Ming-Chi Kuo reported Intel's odds of winning Apple M-series production for 2028 had "improved significantly." Apple has been TSMC-exclusive for years, the only thing that flips that is government pressure.

Intel went from $20 to ~$99. The Treasury position is now worth around $43B, up 386%. That's a $34B paper gain in nine months.

Here's where I'm torn. The honest case for it: Treasury holds the shares, not Trump. Taxpayers are technically $34B richer. If you believe domestic chip manufacturing is a national security priority, this turned dead grant money into an appreciating asset and got the U.S. a seat at the table on the only company making leading-edge logic chips on American soil.

The honest case against: consumers paid for the gain through the tariff. The same government is now top shareholder of a company it regulates through the SEC, FTC, DoJ, ITC, and Commerce. The "voluntary" Nvidia investment one month after the government became Intel's biggest shareholder looks a lot like coercion in a suit. The "passive ownership" line is fig leaf, the government agreed to vote with the board and holds a warrant tied to a specific corporate strategy. And the precedent is open-ended. If this works, the next administration of either party takes equity stakes in whatever sector is politically convenient. EVs, pharma, AI, green energy. Once the door opens it doesn't close.

So is a $34B Treasury gain worth higher consumer prices, a structurally conflicted regulator, and a precedent for state equity in private companies? Genuinely curious where this sub lands.

Jared Moskowitz (D-FL) bought $AVGO on March 31, 2026 at $309.51. That was the immediate-next-session bounce off the worst close of Broadcom's entire 2026 calendar year ($293.41 the day before, intraday low $289.96). He bought the absolute bottom tick.

Seven trading days later, on April 6, Broadcom, Alphabet, and Anthropic announced a three-way deal locking AVGO in as the primary design partner for Google's seventh-gen TPU through 2031. Mizuho pegged the Anthropic side alone at $21B in 2026 AI revenue scaling to $42B in 2027. Stock gapped up 6.2% on the print and is now around $417.

Here's the part that turns it from "lucky" into a pattern. On October 10, 2025, he placed two AVGO buys across two separate Morgan Stanley accounts. Three days later, on October 13, OpenAI and Broadcom announced a 10-gigawatt custom-chip deal, the largest custom-silicon agreement in Broadcom's history at the time.

Two AVGO buys, six months apart. Both within three to seven trading days of Broadcom's biggest customer announcement of the cycle. One is a fluke. Two is a pattern.

He sits on House Foreign Affairs, currently marking up a 20-bill chip export control package described in international press as the largest such markup in congressional history. He's also the only House Democrat in the DOGE Caucus, a brand built on calling out insider Washington behavior.

His office attributes individual stock decisions to outside management at Morgan Stanley Active Assets. That's the same setup that produced 83 late filings in August 2024, a STOCK Act violation paid as a civil penalty.

Position is up roughly +35% in 30 days at disclosure.

Markwayne Mullin (R-OK) bought up to $50,000 of Carpenter Technology ($CRS) on January 5, 2026 at $334.19. He sat on the Senate Armed Services Committee and Senate Appropriations Committee at the time. Twenty-five days later, on January 30, the Senate voted 71-29 to pass the FY2026 Defense Appropriations Bill ($851 billion). The bill was signed into law February 3. He disclosed the purchase February 4, one day after the bill became law.

Carpenter Technology makes specialty alloys (titanium, nickel) used in helicopter rotors, rocket casings, and armored components. Things the defense bill funds. Stock is now $421.46, up 26% in under four months on back-to-back record earnings and raised guidance.

Trump nominated Mullin for Secretary of Homeland Security in March. He was confirmed and sworn in. Husted took over his Senate Appropriations seat on March 25.