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We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. MARA Holdings (NASDAQ:MARA) ranks #10 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics. According to a statement from the Trump Organization cited by Reuters, Trump’s investment holdings are maintained through fully discretionary accounts managed by third-party financial institutions, which have sole authority over investment decisions. 

Stock Performance Since Trade Date: +54%

MARA Holdings (NASDAQ:MARA) is a Bitcoin mining company transitioning into an AI infrastructure power provider. It sells Bitcoin mining services and power capacity to data centers. Its customers are AI data centers and enterprise customers seeking reliable, low-cost power for high-performance computing operations. Its moat is sector-leading energy costs at $0.04 per kilowatt hour for owned sites, combined with an existing portfolio of 1.9 gigawatts of power infrastructure and institutional relationships being built through strategic partnerships.

MARA Holdings (NASDAQ:MARA) is pivoting away from pure-play Bitcoin mining, which has been made increasingly volatile by cryptocurrency price fluctuations. The key indicator of its pivot is its acquisition of Long Ridge Energy & Power from FTAI Infrastructure Inc., which closed recently and represents the company’s commitment to diversifying revenue streams. This facility represents a 505 megawatt combined-cycle gas asset sitting on 1,600 acres of property with the potential to expand beyond 1 gigawatt of power capacity. MARA Holdings (NASDAQ:MARA) plans to leverage this asset to provide AI data centers with the power capacity they require as they continue to expand their operations, positioning MARA as a critical infrastructure provider rather than a volatile mining proxy.

American Century Investments Small Cap Value Fund stated the following regarding MARA Holdings, Inc. (NASDAQ:MARA) in its fourth quarter 2025 investor letter:

“MARA Holdings, Inc. (NASDAQ:MARA). Shares of this bitcoin miner and data center power solutions provider underperformed during the quarter... (Click Here to Read the Letter in Detail).”

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While we acknowledge the potential of MARA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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