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Every Trump post.

  • Automatic AI analysis on every post, the moment it drops
  • Filters out the noise so non-market posts never reach you
  • Bullish or bearish rating on every market-moving post
  • Individual sector ratings for Energy, Tech, Defense, Autos, Steel, Pharma, Banks, Retail
  • Email alerts straight to your inbox the moment a post matters

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Alert Feed Live
TARIFF ANNOUNCEMENT 94% conf · Autos ▼ Steel ▲
FED COMMENTARY 88% conf · Financials ▲ Bonds ▼
ENERGY EXECUTIVE ORDER 91% conf · Oil & Gas ▲ Solar ▼

STEP 1

Capture every post

Truth Social scanned continuously during trading hours. Posts land in the pipeline within moments. This is where every other tracker stops.

STEP 2 · PROPRIETARY

Kill the noise

A screening AI grades every post for market relevance with a confidence score. Rallies and culture-war posts are cut. Only market-moving news gets through.

STEP 3 · PROPRIETARY

Map winners & losers

A second AI pass maps sector-by-sector impact, bullish or bearish with magnitude, plus overall sentiment, index direction, and stocks to watch.

Built by veterans of the fintech space

Every developer on the team behind this tracker has over a decade of experience in software engineering in the fintech space. Together they engineered a custom, proprietary analysis flow that cannot be found anywhere else.

Live from the tracker

This is what an analyzed post looks like

Not a screenshot. This is the real output of our pipeline. Relevance score, reasoning, sentiment, and a sector-by-sector breakdown with stocks to watch.

3 days ago
Market Relevant

ANOTHER MASSIVE 21 BILLION DOLLAR INVESTMENT FOR AMERICA! \nToday, under my leadership, GlobalFoundries and my Department of Commerce led by Secretary Howard Lutnick announced a MASSIVE 21 BILLION INVESTMENT to build 2 giant new Semiconductor Manufacturing Facilities in Malta, New York. \nThis DEAL will create 27,000 high paying Construction and Supply Chain Jobs and over 1,000 additional highl...

The post announces a significant direct investment in the semiconductor industry, mentioning specific companies (GlobalFoundries, Intel) and a substantial dollar amount ($21 billion), which directly impacts economic policy and industrial base revitalization. The mention of Japan providing capital also touches on international trade and investment.

Confidence
90%
bullish This post announces a massive $21 billion investment, primarily funded by Japan, into two new GlobalFoundries semiconductor manufacturing facilities in New York. This initiative is expected to create thousands of jobs, revitalize the American industrial base, and includes a novel approach where the U.S. government takes an equity stake in GlobalFoundries, signaling strong government support for domestic high-tech manufacturing.

Market Impact Analysis

SPY ▲ Bullish
QQQ ▲ Bullish
Horizon Same day

The announcement of a massive domestic investment in a critical high-tech sector, coupled with significant job creation and initiatives to strengthen national and economic security, is broadly positive for market sentiment, particularly for technology and industrial segments.

Semiconductors ▲
high

The announcement details a $21 billion investment in new manufacturing facilities for GlobalFoundries, focusing on advanced technologies like Silicon Photonics and Silicon Germanium, significantly boosting domestic production capacity and innovation.

Stocks to Watch

GFS GlobalFoundries Inc. Directly mentioned as the recipient of the $21 billion investment and where the U.S. government is taking an equity stake, indicating significant direct benefit.
INTC Intel Corporation Mentioned as a prior 'massive WIN' for the administration, signaling continued political support for domestic chip manufacturing initiatives.
AMAT Applied Materials, Inc. As a leading supplier of semiconductor manufacturing equipment, AMAT would directly benefit from the construction and outfitting of new fabs.
LRCX Lam Research Corporation Another key provider of wafer fabrication equipment, LRCX stands to gain from increased capital expenditure in the domestic semiconductor industry.
NVDA NVIDIA Corporation While not a direct manufacturer, increased domestic chip production could lead to more secure and diversified supply chains for chip designers like NVIDIA.
Industrials ▲
moderate

The deal explicitly mentions the creation of 27,000 high-paying construction and supply chain jobs, indicating substantial activity for companies involved in large-scale industrial construction and related services.

Stocks to Watch

CAT Caterpillar Inc. A major manufacturer of construction and mining equipment, likely to see increased demand from the building of two giant new facilities.
GE General Electric Company Involved in power generation and industrial equipment, GE could benefit from the energy infrastructure requirements of new semiconductor fabs.
MMM 3M Company Provides a wide range of industrial materials and components essential for both construction and advanced manufacturing processes.
Technology ▲
moderate

Beyond the direct semiconductor impact, the overall technology sector benefits from strengthened domestic manufacturing capabilities, improved supply chain security, and innovation in advanced chip technologies.

Stocks to Watch

MSFT Microsoft Corporation As a major consumer of advanced chips for its cloud computing and AI initiatives, a more robust domestic supply chain is a long-term positive.
GOOGL Alphabet Inc. Similar to Microsoft, Alphabet relies heavily on advanced semiconductor technology for its data centers, AI development, and consumer electronics.
Materials ▲
moderate

The construction and operation of two new semiconductor manufacturing facilities will drive significant demand for various raw materials, including specialty chemicals, industrial gases, and advanced metals.

Stocks to Watch

LIN Linde plc A leading industrial gas company, essential for providing the specialized gases required in semiconductor fabrication processes.
ECL Ecolab Inc. Provides critical water, hygiene, and energy technologies and services, which are vital for the highly controlled environments of semiconductor manufacturing.
ALB Albemarle Corporation A specialty chemicals company, potentially benefiting from increased demand for materials used in advanced manufacturing processes and components.
Financials ▬
low

The post highlights the government's direct investment and equity stake, suggesting a new model for industrial policy. While not a direct boost to the broader financial sector, it could signal future government-backed financing opportunities.

Stocks to Watch

GS Goldman Sachs Group Inc. As a major investment bank, Goldman Sachs could be involved in advisory roles or financing for future large-scale industrial projects or public-private partnerships.
JPM JPMorgan Chase & Co. A large diversified financial institution, JPMorgan could see increased corporate lending and financial services demand from the broader economic activity spurred by such investments.

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Posts collected & screened

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Market-moving signals detected

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Average AI confidence on signals

Most trackers stop at step one.
Ours is just getting started.

Scanned continuously, 24/7, then run through a pipeline no other tracker has.

STEP 1

Capture every post

Trump's Truth Social feed is scanned continuously during trading hours. New posts land in the pipeline within moments of being published. This is where every other tracker stops.

STEP 2 · PROPRIETARY

Kill the noise

A screening AI grades every post for market relevance with a confidence score and written reasoning. Personal attacks, rallies, and culture-war posts are cut. Tariffs, sanctions, Fed commentary, and executive orders get through.

STEP 3 · PROPRIETARY

Map winners & losers

A second AI pass breaks down sector-by-sector impact, bullish or bearish with magnitude, plus overall sentiment, expected index direction, time horizon, and the specific stocks to watch.

Why traders switch to ThetaPal

Signal, not a firehose

Other trackers forward every single post and let you do the filtering. Our proprietary relevance screen means the only posts you see flagged are ones that could actually move a market.

Sector winners & losers

No other tracker tells you what a post means. Every flagged post gets a full breakdown: which sectors go bullish, which go bearish, how hard, and which tickers are most exposed.

Alerts the moment it matters

When the AI is at least 80% confident a post is market-moving, the alert goes out immediately, not in an end-of-day digest after the move already happened.

The feed is free. The speed is Pro.

Every plan, including free, gets the full tracker feed with AI analysis. Upgrade to Pro or Premium and the alerts come to you the moment a high-confidence post drops.

Questions, answered

How is ThetaPal's Trump tracker different from other Trump trackers?

Most Trump trackers simply mirror every post: a raw firehose you have to interpret yourself. ThetaPal runs every post through a proprietary two-phase AI pipeline: phase one screens for market relevance and kills the noise, phase two maps out sector winners and losers, sentiment, and specific stocks to watch.

What is the two-phase AI pipeline?

Phase one is a strict relevance screen. Every post gets a market-relevance verdict, a confidence score, and written reasoning. Personal attacks and culture-war posts are filtered out. Phase two runs deep market analysis on the posts that pass: overall sentiment, sector-by-sector impact with magnitude, expected index direction, time horizon, and stocks to watch.

Does it show which sectors win and lose?

Yes. Every market-relevant post gets a sector-by-sector breakdown. Each sector is tagged bullish or bearish with an impact magnitude, plus the specific tickers most exposed to the move.

When do alerts go out?

The moment the AI flags a post as market-relevant with at least 80% confidence, email alerts are sent immediately to Pro and Premium subscribers. No end-of-day digests.

Is there a free plan?

Yes. The full tracker feed with AI analysis is available on every plan, including free. Real-time email alerts require a Pro or Premium subscription.

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