Maravai Lifesciences Holdings Inc.

Insider Buying Week 12-12-25 The Rotation Game- How Long will the Contra Trend be the Trend?

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There’s a developing theme from last week’s trading action. It’s not that AI isn’t the real deal, but rather the real beneficiaries are the hundreds if not thousands of companies that can deploy it to solve fundamental business challenges like just-in-time inventory, freight management, help desk support, assembly line automation, legal, and yes, hedge funds banking cash. It’s the almost endless ways AI can improve productivity. The broadening out of the market was apparent as the companies most credited with the AI productivity boom were the losers, not the winners. A vivid example on Friday was Apple up, Google down. … Read more

Insider Buying Week 11-21-25 AI Bubble Bursting or Buying Opportunity

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Volatility isn’t just knocking—it kicked the door down. It had been building gradually, fueled by a series of confidence-shaking events: government shutdown fears, air travel restrictions, Fed dot-plot uncertainty, and persistent warnings of an AI bubble. Last week, that pressure finally exploded like a Yellowstone geyser. The market boogeyman came out of the closet, bringing a 1,000-point Dow reversal that spiked the VIX. While pundits offer endless explanations, this sell-off looks like a classic delayed reaction to Nvidia’s earnings. The rout was most intense in AI and Crypto—with Bitcoin shedding 12.9% and the Nasdaq down 2.7%. Meanwhile, the broader market … Read more

Insider Buying Week 11-15-24- Animal Spirits are Back!

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After weeks of nonexistent insider buying, other than hedge funds which I generally dismiss as informed but not that meaningful OPM other people’s money, insiders have come back with a vengeance.  Some likely unleashed by Trump’s change of regime optimism, while others were likely motivated as the market prematurely selected winners and losers. Centene insiders began buying shares shortly after the election results raised concerns about government funding for healthcare. Enphase, already struggling, faced further declines as solar energy incentives came into question. Meanwhile, semiconductor stocks, with the sole exception of Nvidia, are dropping sharply due to the potential reintroduction … Read more