ILMN

The Insiders Fund Not So Daily Podcast | Insider Buy Sell Ratio

Insider Buying Week 05-16-25 The Best Insider Buy/Sell Ratio in a Year

by

  The busiest week we’ve seen in some time.  In fact, it’s so busy that I would venture to say that a short-term bottom is in and there is a more room to the upside.  It’s basically all in now and I don’t often make a call like that. Of course, we won’t know that for months, but this is the most bullish Insider Buy/Sell Ratio in a year.  At least it gives us a lot to ponder. There are a lot of compelling insider buys this week.  As usual insiders are value buyers, preferring to buy their stocks nearer … Read more

Grail spinoff- the largest AI Machine Learning Project in Medicine- Galleri is “The Holy Grail” of Genomic Testing

by

Grail is hard to analyze, but the potential upside is staggering.  Due to their regulatory challenges, there is a paucity of information, obfuscated by likely insider dealing and related third-party transactions, and an abundance of lawyers due to regulatory challenges. Icahn waged a proxy fight, and ultimately, the EU forced Illumina to divest Grail.  Analysts are probably waiting until the spin-off is done on June 24th before there will be much commentary, as many banks have been feeding at this trough . But first, here are some quick facts about the spinoff itself. https://www.sec.gov/Archives/edgar/data/1699031/000119312524148672/d556103dex991.htm#toc556103_ Grail will only have slightly over … Read more

Insider Purchases Last Week. Nvidia Ignites Massive CAPEX Expansion

by

Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A giant uptick in capex spending is underway, and it is directly attributable to the stampede to embrace AI.   After a year or more of belt-tightening in tech spending, that moment has arrived, almost all at once, when companies realize they have to invest in AI or be disrupted or obsoleted by a Chatbot, robot, or some version of machine learning.  The architect behind this 20-year evolution is Nvdia. The lion’s share of the spend goes toward NVIDIA’s H100 or L40S GPUs — GPU Server For Deep Learning. … Read more

‘s Focus Growth Fund: A Brief Analysis

by

by: Dr. Osman Gulseven In a recent article, I discussed the top holdings in Morgan Stanley’s portfolio. According the latest 13F filings, Morgan Stanley’s (MS) year-to-date performance was mediocre and below the S&P 500 (SPY) return. The investment banks mutual funds have been lagging behind the market since the last decade. The mediocre performance of investment banks portfolio shows that they take hard-earned money and invest in under-performing assets. They also charge management fees and hidden costs such as front-end/back-end loads, plus commissions you never heard of. Some companies charge up to 3% in management expenses. I was checking which funds … Read more