Trump’s Accounts Sell Micron Stock and Buy $25M in Meta

Trump sells Micron stock and buys Meta, according to a financial disclosure from the U.S. Office of Government Ethics. In August, his brokerage accounts sold between $251,000 and $515,000 in Micron Technology (MU) shares. The same filing shows Trump buying Meta stock on a much larger scale, with net purchases worth $5.1 million to $25.3 million, the biggest buy of the month.

The news that Trump sells Micron stock also lands in the middle of a Micron stock selloff, and it puts fresh attention on Meta stock investment and the Micron vs Meta stock debate.

Micron Stock Outlook, Meta’s AI Growth And Trump’s Portfolio Shift

The filing lists more than 500 August trades. Third-party institutions manage these accounts, so the president did not pick the stocks himself. Still, the fact that Trump sells Micron stock while adding Meta shows how his money managers read the AI trade right now.

Why Trump Sells Micron Stock After A Record Year

Micron makes DRAM, NAND, and the high-bandwidth memory that feeds data to AI chips. Fiscal fourth-quarter revenue jumped 379% to $54.23 billion on an AI-driven memory shortage. Micron CEO Sanjay Mehrotra had this to say in the earnings release:

“Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027.”

Micron still ranks third in memory market share, behind Samsung and SK Hynix. Morningstar analyst William Kerwin stated:

“We do not believe Micron has an economic moat. We view DRAM and NAND as commodity-like products prone to market supply/demand dynamics and steady pricing erosion.”

One likely reason Trump sells Micron stock is the worry that memory prices, and profits, could fall once the shortage eases.

At the time of writing, the Micron stock selloff has deepened. MU closed at $878.84 on October 16, down 5.63% on the day and 14.59% over five sessions, though the shares are still up about 208% this year.

Why Trump Buys Meta Stock As AI Spending Pays Off

Meta owns Facebook, WhatsApp, and Instagram, and its second-quarter revenue rose 28% to $60.8 billion on more ad impressions and higher ad prices. In September, the company also launched Muse, an AI agent that handles tasks for businesses and consumers. CEO Mark Zuckerberg said this at the launch:

“Everyone will have an exceptionally capable personal agent that understands you, your goals, and everything you care about.”

Morgan Stanley analysts think Meta’s data puts it in a strong spot to lead consumer AI agents. In August, Meta traded nearly 30% below its high over AI spending fears, which made a Meta stock investment look cheap. That dip may explain why Trump buys Meta stock in such size, while selling Micron stock in a far smaller amount.

Micron Vs Meta Stock After The Filing

Beyond the headline that Trump sells Micron stock, the Micron vs Meta stock comparison favors Micron on price, at about 12 times earnings versus roughly 27 times for Meta. Wall Street, though, expects Meta to grow earnings around 20% a year for the next three years.

That gap sits at the heart of the Micron vs Meta stock question. A Meta stock investment leans on steady ad sales, and Micron offers bigger moves both ways, as the recent Micron stock selloff showed. Trump sells Micron stock worth at most $515,000, while buying Meta stock worth up to $25.3 million, so the filing shows a far bigger bet on Meta than on memory chips.