The stocks Trump moves — and the $13,000 CRM trade that proves you read earnings wrong

Trump moves markets

Flow's point, "no matter your political stance": Trump can move a stock with a mention. His example — Dell (DELL): after Trump publicly pushed Dell, the stock surged, and Dell's free cash flow had jumped from roughly $1.8 billion toward about $8.5 billion in a year. (Verified: Trump urged Americans to buy Dell at a White House event; Dell hit an all-time high around $264 on May 8, 2026, up ~15% intraday, and its trailing free cash flow is ~$8.5 billion. Flow's "up 221%" was its run as of this June 2026 episode — see the current update.) He flags Palantir (PLTR) as a watch — steadily rising free cash flow, plus Trump name-dropping it and meeting its CEO — while explicitly saying "I'm not saying for sure Palantir is gonna go up." And he lists drone stocks Trump had spotlighted (ONDS, AVAV, KTOS, RCAT, UMAC, DPRO, AVEX) as watch-list ideas, not buy calls: "add those to your watch list and just pay attention."

The $13,000 CRM trade: read the numbers, not the headline

Flow had broken Salesforce down before earnings (in Episode 1): he expected rising revenue and free cash flow. That's exactly what happened — Salesforce beat on the income statement, balance sheet and cash flow, and the CEO raised guidance (thanks to Agentforce). "You'd have thought the stock would shoot up. But it didn't — it went down a couple bucks." Wall Street overreacted. So Flow "jumped all over it": he bought 18 call contracts at a $175 strike — about $45,000 total, ~$2,500 per contract — with the stock around $180 before earnings and ~$173 the next day. He was down $735 at first and didn't panic. By Friday the stock ran to $194; his contracts jumped from ~$2,500 to ~$3,300 each, and 18 of them made him about $13,000 in two days. The lesson: "pay less attention to the headlines, and pay attention to the numbers and the guidance." This is Flow's personal, high-risk options trade — options can expire worthless, and this is education, not advice.

How to read an earnings report

Most retail traders zero in on one thing — did revenue and EPS beat? Flow says pros look deeper: the income statement (revenue is the headline, operating income is the engine, free cash flow is the proof), the balance sheet (own vs. owe), the cash flow statement (the real cash left), and guidance (what management expects next). And no number lives in a vacuum — compare each to the last three or four reports for context. It's the same framework behind his Episode 1 earnings breakdown.

Current update

At the time of this video (June 1, 2026), Dell was up about 221% and Flow's CRM calls were freshly in profit. Since then, Dell has run further — up roughly 363% year-to-date by September 2026 (its trailing free cash flow ~$8.5 billion), so the move Flow flagged kept going. The CRM trade was a specific June 2026 setup; Salesforce's Agentforce/AI-pricing story has continued to evolve. And a caution the video itself implies: following politicians into stocks is a strategy with real risk — the fundamentals and price still have to make sense. Educational context, not advice.

This is educational content, not financial advice. Any figures are illustrations, not promises. Investing involves risk, including loss of principal. Do your own research and consider a licensed professional.