We all know by now how much corruption is present in the stock market. We also all know how much insider trading this old bat is doing.
Fuck the broken system and all the corruption.
I’m hear to make headlines calling out the scam of traditional retirement and tradfi.
Resist & Retire with 401jk.
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.
I don’t want to connect to auto pilot I want to know what companies she’s buying or selling the day the filing is released
John Fetterman (D) bought Micron $MU on March 30th
Micron received $6.165B from the CHIPS Act, which is the largest award in the program
Fetterman sits on the Commerce Committee, which directly oversees CHIPS Act funding
He also bought $MSFT, $GOOG, $AMZN, and $ERIE...
Coincidentally, that was the exact bottom for Micron and he's up +61%