MAGA MONITOR

Track tickers MAGA mega-donors are buying + talking about. Click any tracker to expand details, then open the full interface.

Data as of: June 8, 2026 | Next update: Daily

Tracker Purpose Coverage Status
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Convergence Tracker
 Count overlaps across 16 donors/influencers. Higher convergence = higher conviction signal. 16 investors
7 tickers tracked		 LIVE
Convergence Tracker • June 8, 2026
What It Shows
Top convergence tickers: PLTR (3 overlaps), NVDA (3), SPCX (3), ORCL (2), TSLA (2), MSFT (2), BX (1). Grid of 16 influencer/donor cards with expandable bios.
Highest Conviction
PLTR: Karp (CEO) + Thiel (investor) + Pentagon contracts. SPCX: Musk (owner 42%) + media buzz + IPO Jun 12. NVDA: McCaul buys + Andreessen + Musk holdings.
Data Sources
SEC Form 278-T (Trump), PTR filings (Congress 15), 13F (investors), Truth Social mentions, government contracts.
Last Refreshed
Daily at 7:30 AM (automated via Claude API)
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Mega-Donor Scorecard
 Deep-dive on 5 highest-conviction tickers. Conviction scores, P&D risk, donation amounts. 5 tickers
7 mega-donors		 LIVE
Mega-Donor Scorecard • June 8, 2026
Tracked Tickers
SPCX: Elon Musk (owner 42%, $20M+ donated) | TSLA: Musk (CEO, $20M+) | PLTR: Karp (CEO, $1M+) | ORCL: Musk (buys Q1, Pentagon) | NVDA: McCaul (Congress buys), Andreessen
⚠️ CRITICAL SIGNAL
SPCX IPO Jun 12: NO DAY ONE BUY. Overvalued 2-3x ($1.75T vs $780B fair value). Wait for 20-35% post-IPO dump. Target entry: $88-108. First lockup unlock: Jul/Aug 2026.
Conviction Status
PLTR: 🟢 BUY DIPS ($38B backlog, Pentagon AI confirmed) | ORCL: 🟢 MONITOR (Stargate AI, Pentagon) | NVDA: 🟡 WEAK SIGNAL (no mega-donor public buy yet)
Next Catalysts
Pentagon AI announcement (NDAA Jun 2026 deadline LIVE NOW) | NVDA McCaul semiconductor buy (CHECK DAILY — highest conviction Congress signal) | MU earnings Jun 24
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Master List
 Complete investor database: 16 mega-donors + Congress. Holdings, donations, recent activity. 16 investors
3 tiers		 MONITORING
Master List • June 8, 2026
Tier 1 (Mega-Donors)
Elon Musk ($20M+, SPCX/TSLA/ORCL/PLTR/MSFT/NVDA/INTC/MRVL/DELL/BRCM/AAPL/AMZN) | Alexander Karp ($1M+, PLTR CEO) | Steve Schwarzman ($5M+, BX CEO $1.3T AUM) | Greg Brockman ($25M, OpenAI co-founder) | Marc Andreessen ($3M+, a16z VC, NAVN 29.4%) | Miriam Adelson ($40M, LVS 50.7%) | Jeffrey Yass ($16M+, Susquehanna, TikTok 3.7%)
Tier 2 (Influencers)
Sam Altman ($5M+, OpenAI CEO) | Peter Thiel (confidential, PLTR investor) | David Sacks (Trump PAC, Craft Ventures)
Tier 3 (Congress — 15 monitored)
Tier 1 Daily: McCaul (R-TX, Semicond Chair — PRIORITY), Khanna (D-CA, selling semis 37-79%), Pelosi (D-CA, 87% win rate), Blumenthal, Shreve, Fields, Gottheimer | Tier 2 Daily: Tuberville (R-AL, Armed Services), Warner (D-VA, Intelligence), MTG (DOGE Chair), Turner (R-OH, Intel/Armed Svcs) | Tier 3 Weekly: Moolenaar, Sullivan, Green, Sessions
🚨 CRITICAL RULES
Committee overlap + timing <45 days = automatic HIGH SIGNAL. McCaul semiconductor buy = single highest-conviction signal in system (check EVERY daily analysis). Tuberville defense buys = HIGH SIGNAL if on Armed Services agenda.
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⚠️ Pump & Dump Risk Assessment
SPCX — CRITICAL DANGER
Risk Level: MAXIMUM (17/18)
IPO Jun 12, 2026: Overvalued 2-3x ($1.75T valuation vs $780B fair value)
Float scarcity: Only 3-4% tradable at IPO. Index fund forced buying = artificial scarcity spike.
Insider lockup: Musk controls 42% equity + 85% voting. First unlock: Jul/Aug 2026. Dump likely.
Retail hype trap: $250B oversubscribed demand. IPO allocated to institutions + insiders. Retail buys at peak.
Zero visibility: First earnings Sept 2026. Everything before = narrative only.
Expected scenario: +50% spike day 1 → -30-50% dump by Sep 2026 when lockup window opens.
ACTION: DO NOT BUY DAY ONE. Wait for 20-35% post-IPO dump. Target entry: $88-108.
TSLA — MODERATE RISK
Risk Level: MEDIUM (6/10)
Musk concentration: 13% of float, 20.5% voting power. Can dump anytime.
Capital split risk: SPCX IPO may cause Musk to liquidate TSLA to fund SpaceX margin calls.
Regulatory risk: SEC scrutiny on insider trading patterns, potential enforcement.
Valuation stretched: 50-60x earnings vs S&P 500 17x. Vulnerable to macro downturns.
SIGNAL: 🟢 BUY DIPS but watch Musk cash needs closely. If SPCX pops then crashes, TSLA follows.
PLTR — LOW RISK
Risk Level: LOW (2/10)
Pentagon contracts: $38B backlog = durable, multi-year revenue visibility.
Karp alignment: CEO + founder heavily invested. No lockup event risk.
Secular tailwind: US-China tech competition + government AI modernization = structural demand.
Downside protection: $38B backlog floors valuation at ~$20-25B market cap.
SIGNAL: 🟢 BUY DIPS — Lowest P&D risk in portfolio. Government support is real.
NVDA — MODERATE RISK
Risk Level: MEDIUM (7/10)
Valuation stretched: 50x forward P/E, 8x book. China export ban could crater demand 30%+.
Competitive pressure: AMD + Intel ramping. SPCX/Stargate may use custom silicon vs NVDA.
No mega-donor signal (yet): Unlike PLTR/SPCX/TSLA, no mega-donor public buy announced. Institutional only.
McCaul wildcard: If McCaul buys semiconductors, signal fires. But trade hasn't happened yet (Jun 8).
WATCH: McCaul semiconductor buy would convert this to HIGH conviction. Check daily.
SIGNAL: 🟡 WEAK — Wait for McCaul buy or Pentagon AI announcement to confirm.
ORCL — LOW-MODERATE RISK
Risk Level: LOW-MEDIUM (3/10)
Musk backing: Bought Q1 2026, Stargate partnership confirmed. Real government deal.
Secular moat: Enterprise cloud ($150B+ TAM) + database monopoly = pricing power.
Pentagon validation: ICE contracts visible, ITAR-compliant infrastructure.
Safra Catz leadership: CEO is disciplined operator, not an insider dump risk.
SIGNAL: 🟢 MONITOR — Low P&D risk. Musk buying is confirmation. Hold positions.