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THE BIGGEST FINANCIAL TELL IN HISTORY…

Throughout history, there has never been a time when a sitting president has been as involved in big business as Donald Trump.

Trump was reported to have an estimated net worth of $7.3 billion as of 2024, primarily derived from real estate holdings, branded properties, and his media tech investments. So, needless to say that the first rule of the fight club is profit.

Trump is also the richest of any sitting president of the United States:

• John F. Kennedy 1.3 Billion

• George Washington 708 million

• Thomas Jefferson 241.7 million

• Theodore Roosevelt 168.6 million

Donald Trump's net worth is only second to his enormous political capital.

In his first 254 days, Trump has signed 205 executive orders and has rocked the boats across all nations with his tariff agenda. But what is more telling is his cryptocurrency and artificial intelligence agenda.

The current administration, under President Donald J. Trump, has an intention to significantly promote and integrate cryptocurrency into the U.S. financial system with what they are calling a pro-innovation and market-friendly approach.

Key intentions include:

• Establishing a Strategic Bitcoin Reserve, treating Bitcoin as a store of value and a government reserve asset, acquired primarily from forfeitures, and prohibiting its sale. The administration is planning “budget-neutral” strategies—to potentially acquire more Bitcoin for this reserve without taxpayer costs.

• Creating a U.S. Digital Asset Stockpile for other digital assets seized by the government, with flexible management including potential sales.

• Reversing previous administration policies by rescinding prior crypto regulations and banning the creation of a U.S. central bank digital currency (CBDC).

• Creating the President’s Working Group on Digital Asset Markets to develop a clear federal regulatory framework aimed at reducing barriers and providing regulatory clarity, with substantial engagement between regulators and crypto industry stakeholders.

• Encouraging regulators like the SEC to move away from enforcement-heavy approaches toward collaboration with the crypto industry.

• Strongly promoting the U.S. as the global leader in cryptocurrency innovation, likening crypto to transformative inventions like the internet and railroads, to make America the “crypto capital of the world.”

• Supporting legislation such as the GENIUS Act to regulate stable coins in a way that fosters industry growth while maintaining oversight.

When it comes to AI, it has been more like the art of making deals in Artificial Intelligence and Trump is creating a dream team.

He hosted a high-powered gathering of top technology CEOs at the White House in early September 2025, focusing heavily on artificial intelligence and investment in the United States but it was more like an offering in a game of who’s going to pledge fealty and the biggest contribution to his agenda.

The event included more than a dozen of the who’s who of influential tech leaders, such as Microsoft’s Bill Gates, Apple’s Tim Cook, Meta’s Mark Zuckerberg, Google’s Sundar Pichai and Sergey Brin, Microsoft CEO Satya Nadella, OpenAI CEO Sam Altman, and many others.

Of course, his estranged best bud Elon didn’t attend.

The meeting underscored the administration’s strategy to align with major AI and tech companies by encouraging significant U.S. investments and promoting American leadership in AI innovation.

CEOs sucked up, oops I meant praised the administration’s pro-business and pro-innovation stance, with leaders like Sam Altman and Sergey Brin, highlighting the importance of government support for maintaining U.S. dominance in AI.

At this very meeting, CEO Mark Zuckerberg announced his company's intention to invest $600 billion in U.S infrastructure by 2028.

Apple's Tim Cook made a similar pledge.

You had to be blind and mentally numb not to see that the Trump administration is actively engaging with Silicon Valley’s top executives to make deals that will fuel AI advancement and secure the U.S.’s position as a global leader in the technology sector.

This is a very strategic initiative, as we are in the 2025 version of a technology “Cold War” with China.

Trump has made it his business to make America and its alliance dominate in Artificial intelligence.

They started with an AI strategy in July 2025 that promoted easing environmental regulations and greatly expanding the export of U.S AI software and hardware to allied countries.

This marks a reversal of prior restrictions that limited AI chip exports to nations like the UAE. The goal is to provide secure, comprehensive AI export packages, including hardware, software, and standards, to U.S. allies around the world.

One of those deals included the United Arab Emirates gaining enhanced access to advanced AI chips from the U.S., which had previously been restricted due to concerns about China’s potential military use of those technologies.

This deal facilitated by the Trump administration helped improve AI collaboration with the UAE.

In Saudi Arabia, a major investment initiative was secured where the Saudi Arabian company DataVolt committed $20 billion to invest in AI data centers and energy infrastructure in the United States, demonstrating a reciprocal relationship and confidence in U.S. AI leadership.

The administration is actively working on promoting the American AI technology stack internationally and creating a global AI alliance by exporting full-stack AI products to willing countries, aiming to set global standards and prevent rivals like China from filling that market space.

And more recently, Investments from Europe also occurred, including a $285 million investment commitment by the Germany-based firm Siemens into U.S. manufacturing and AI data centers, reinforcing international collaboration under the Trump AI initiative.

If this were the World Series of Poker, it would be the biggest tell, as many companies stand to benefit not only from AI but also from the government’s purse and influence around the world.

Beneficiaries:

OpenAI is a key beneficiary, as it is a founding partner of the Stargate initiative, a $500 billion AI infrastructure project in the U.S. that aims to build large-scale data centers and AI computing capacity

Oracle, a leader in cloud data centers, is another major player involved in the Stargate project and the TikTok deals, which align with the administration’s goal of expanding AI infrastructure in the U.S.

SoftBank, a major financier in AI infrastructure and semiconductor manufacturing, is chairing the Stargate initiative and facilitating investments critical to AI growth

And even with Elon's disagreements with xAI, Elon Musk’s AI company, has signed a federal government partnership to provide advanced AI models (Grok) to U.S. agencies, enabling government modernization in AI technology in line with Trump’s AI Action Plan.

Large tech companies such as Apple and Meta are investing hundreds of billions into U.S. manufacturing and training to support AI development, benefiting from initiatives promoting domestic AI expertise and infrastructure

Groq, a U.S. company specializing in AI inference systems, has committed to workforce development initiatives aligned with the administration’s AI education and innovation goals

And of course, Major chip manufacturers like NVIDIA and Micron Technology are significantly expanding their U.S. manufacturing and AI chip production under the administration’s policies. NVIDIA announced a $500 billion investment in AI infrastructure and manufacturing, while Micron plans a $200 billion investment in advanced memory chip production.

If this is not the biggest tell of the next ten years, then what is?

For all you short-term players, remember Rome wasn’t built overnight. This will take time to mature, just as all previous inventions and advancements in prior Industrial Revolutions.

And with this freight train moving at such speed, and only being 254 days into Trump's AI agenda bubble or not, it looks like we have a long runway in Capex investments before it pops.

And as the saying goes, Scared money doesn’t make money. So, you can be skeptical, but those who understand the data are all in with both feet, head headfirst.

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IS NVIDIA HAVING A LUCENT MOMENT?…

Are you familiar with a company called Lucent Technologies?

Lucent Technologies was an AT&T spinoff in 1996 and went public as an IPO in April 1996, raising $3 billion, which at the time was the largest IPO in U.S. corporate history.

The IPO marked Lucent’s establishment as an independent company with a strong starting position in telecommunications equipment and technology. The company officially became independent from AT&T later that year, in September 1996, when AT&T distributed all its Lucent shares to its shareholders

Lucent Technologies was considered a “darling” stock and a market leader in the late 1990s.

As it leveraged its legacy customer base from AT&T and other telecommunications providers to drive strong revenue growth by selling traditional telephony equipment like the 5ESS switch and twisted-pair copper lines during the internet dial-up boom.

Bell Labs Innovation: The prestigious Bell Labs provided cutting-edge research and innovations, positioning Lucent as one of the leading patent-generating companies in telecommunications technology.

Lucent reorganized around 11 focused businesses, enhancing customer responsiveness and innovation. It grew rapidly with revenues climbing from $23 billion to $38 billion by 1999, capturing significant market share in many product categories.

The company acquired numerous startups and technology firms to broaden its product capabilities and technology portfolio.

 Which sounded like a winning formula, Lucent was on a roll and couldn’t be stopped.

Until, of course, the technology transitioned. As the market shifted from traditional circuit switching to next-generation optical and broadband networks, Lucent faced struggles adapting quickly. The glut of optical networking capacity caused pricing pressures.

Then, of course, there was the Reckless Vendor Financing. To secure contracts, Lucent often used risky and generous vendor financing, which pressured its financial health.

This is when you become the bank and start financing the equipment sales to your customers. This strategy worked until it didn’t, which caused the demise of a company that was thought to be on the cutting edge of technology

That, along with dubious accounting practices, in 2000, when Lucent engaged in tactics to inflate sales and meet stock market expectations, undermined investor confidence.

Once you start messing with the numbers, the street is unforgiving.

Add to the fact that once the market shifted, they couldn’t innovate enough and were eventually acquired by the France-based company Alcatel SA in 2006. The merger was completed on December 1, 2006, forming Alcatel-Lucent.

The reason for the history lesson is the comparison to NVIDIA which also does vendor financing, particularly related to its AI computing solutions and partnerships. NVIDIA Financing Solutions (NVFS) offers leasing and financing programs that allow customers to acquire NVIDIA DGX AI systems and associated services without significant upfront capital expenses. These financing options help businesses manage cash flow, align payments with hardware refresh cycles, and stay on the cutting edge of AI technology.

Additionally, NVIDIA has a notable $100 billion investment partnership with OpenAI, where NVIDIA provides significant funding to support OpenAI’s data center build-outs, with OpenAI committing to purchase a large volume of NVIDIA chips in return. This arrangement has raised concerns among some market watchers who view it as a form of circular vendor financing—essentially, NVIDIA financing its customers’ purchases to ensure future revenue.

This is a risk as compared to Lucent Technologies, but there are distinct differences

First, Circular Financing brings about concerns. Since much of NVIDIA’s investment in OpenAI is used by OpenAI to purchase NVIDIA’s chips, some analysts worry this creates a circular flow of capital that artificially inflates demand and revenue. This raises questions about whether NVIDIA is essentially subsidizing a key customer to sustain sales, which could attract regulatory scrutiny and investor skepticism.

Capital intensity:

Tying large investments to deployment milestones creates capital risk for NVIDIA if projects are delayed or fail to scale as planned. Such concentration on a single marquee client like OpenAI could be risky if the client’s business falters or shifts direction.

The major concern is in the execution and supply chain risk.

Building gigawatt-scale AI computing infrastructure at multiple sites requires overcoming challenges in power availability, permitting, hardware supply chains, and rapid deployment. Any delays could push revenue recognition timelines and violate milestone-based financing.

This could potentially put pressure on Profit Margin Financing customers, who can limit near-term margins since NVIDIA absorbs upfront capital costs, potentially reducing free cash flow compared to straightforward hardware sales.

What makes NVIDIA different from historical vendor financiers like Lucent or Cisco is its strong cash flow generation, size, and strategic positioning.

NVIDIA generates significant annual free cash flow (> $100 billion projected), which allows greater flexibility in investing strategically in its customers without jeopardizing financial health.

The AI semiconductor market is rapidly expanding, with NVIDIA holding a dominant market share and a critical role as an indispensable compute infrastructure provider for AI. This gives NVIDIA a moat and long-term demand visibility, unlike many telecom equipment players.

NVDA aligns its investment closely with software integration and road map co-optimization with partners like OpenAI, deepening ecosystem lock-in, and providing mutual benefits beyond sales.

The multi-site, phased approach of NVIDIA’s investments spreads execution and geographic risks, unlike single-customer, single-region vendor financing failures of the past

NVIDIA’s vendor financing carries risks typical of capital-intensive high-tech cycles but is somewhat mitigated by its dominant market position, cash flow strength, and strategic alignment with AI software leaders.

So is NVIDIA having a Lucent moment? I would beg to differ, but if I were you, I would do my research.

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Kevin Davis Founder of Investment Dojo and Author of The C.R.E.A.M. Report