APPLIED OPTOELECTRONICS INC

The Insiders Fund Not So Daily Podcast | Insider Buying

Insider Buying Week 08-15-25 The Insider Buying Spigot Opened

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  The insider buying spigot opened a bit wider this week, but don’t mistake activity for conviction. Yes, we saw some heavyweight swings—Jared Isaacman dropping $16.3 million on Shift4 Payments and Amrize’s freshly-minted CEO Jan Jenisch betting $23.3 million on his construction materials spinoff. These aren’t lunch money purchases. But here’s what gnaws at me: in a world hypnotized by AI’s insatiable appetite for data centers and energy infrastructure, are we witnessing genuine bottom-fishing or just executives with more money than sense? Eli Lilly’s triumvirate of buyers—Ricks, Fyrwald, and Skovronsky—collectively dropped $2.7 million around $640 per share. That’s either supreme … Read more

Insider Buying Week 03-22-24 Let the Games Begin

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An arms race is just beginning, but it’s not the traditional weapons of war. Artificial intelligence is the most disruptive technology to come along since the Internet. Large language models like Open AI’s ChatGPT are the machine learning equivalent of the Internet browser. The full-fledged arms race is underway.   Name: Brent Windom Position: Director Transaction Date: 2024-03-19 Shares Bought: 2,617 Average Price Paid: $83.00 Cost: $217,211 Transaction Date: 2024-03-15 Shares Bought: 2,683 Average Price Paid: $80.57 Cost: $216,173 Company: Advance Auto Parts Inc (AAP) Advanced Auto Parts, Inc. was formed in 1929 and is headquartered in Raleigh, North Carolina. … Read more