TLDR
- Most stocks backed by Trump administration deals have fallen below their post-announcement prices
- 14 of 17 public companies that accepted government investment ended last week lower than deal-day prices
- Trump personally holds over $7 billion in assets, including large crypto and Big Tech stock positions
- His crypto holdings top $1 billion, including Bitcoin, Ethereum, and World Liberty Financial tokens
- Analysts warn government equity stakes historically lead to worse company performance
Trump’s growing list of government-backed company deals has not translated into lasting gains for most investors. A Yahoo Finance analysis found that 14 of 17 public companies that accepted government involvement ended last week with share prices below where they were the day after the deal was announced.
The pattern is consistent across the portfolio. Stocks tend to spike around the announcement, then give back those gains within weeks.
USA Rare Earth is one example. The stock jumped over 80% in five trading days after its deal with the government was announced in January. Within weeks, those gains were gone. It now trades at $15.71, far below its post-deal high of over $30.
Government Stakes Raise Concerns
The Trump administration has now taken stakes in 32 companies. The portfolio covers semiconductors, rare earth minerals, nuclear energy, steel, quantum computing, and oil drilling. The latest addition is a venture called North American Blue Energy Partners, an oil driller with 100-year leases on land in Venezuela.
Critics say the government is moving without a clear legal framework. Tad DeHaven of the Cato Institute described the approach as a “sugar high,” with short-term bumps that don’t hold.
“They’ve put forth no serious legal analysis for anything,” DeHaven said.
Intel is the administration’s standout success story. Its stock closed Monday at $97.19, more than four times its price in August 2025 before the deal was announced. The government’s stake has grown from an estimated $8.9 billion to over $50 billion.
But Intel is the exception. MP Materials is one of only three companies where investors who bought on deal day are still in positive territory. Even then, the stock is well below its 52-week high.
A 2025 survey of economists found that most believe government equity stakes hurt company performance and governance over time.
Trump’s Personal Holdings
Separately, Trump’s own portfolio tells a different story. His net worth is estimated at $7 billion, with holdings spread across Big Tech stocks and crypto.
His largest stock position is in Trump Media and Technology Group, worth around $1.03 billion. He also holds stakes in Alphabet, Apple, Nvidia, Broadcom, Microsoft, Amazon, and Meta, ranging from $6.5 million to $15.9 million each.
On the crypto side, Trump holds roughly 15.75 billion World Liberty Financial tokens worth around $882 million. Trump Media holds 12,062 Bitcoin worth over $931 million. He also holds more than $100 million in Bitcoin and over $55 million in Ethereum directly.
A 2025 partnership between World Liberty Financial and AI Financial Corp earned the Trump family around $500 million. However, AI Financial’s stock has since fallen more than 90%.
Trump’s personal crypto holdings now exceed $1 billion in total estimated value.
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