QuidelOrtho Corp.

Insider Buying Week 02-20-26 Average Return 1.75% The Waiting Game Bytes to Kilowatts

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So far the year is shaping up completely predictable. Last year’s winners or this year’s laggards. The AI trade has moved from the Capex spenders to the Capex beneficiaries.  Let’s call it bytes to kilowatts.  Notable insiders, not just any insiders but the ones that we identify as notable purchases moderately outperformed popular indices last week.  There is a lot of pain but it’s masked by the notable outperformance of the S&P 500 minus the MAG 7.  RSP over S&P. Name: Robert G. Ashe Position: Director Transaction Date: 02-18-2026  Shares Bought: 3,681 shares an Average Price Paid of $543.21 for … Read more

Insider Buying Week 02-13-26 Average Return 6.79%

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Notable insiders, not just any insiders but the ones that we identify as notable purchases continue to outperform the indices. The Nasdaq composite was down 2.10% while the S&P was down 1.39% and the RSP was up 0.33%. My gut feel is there is a pattern underway.  The hyperscalers building out the AI infrastructure are getting penalized, SAS Armageddon continues unabetted, and mainstream slow growth industrial and consumer stalwarts are beginning to benefit from their AI efficiency gains. Name: Timothy R. Barakett Position: Director Transaction Date: 02-09-2026  Shares Bought: 50,000 shares an average price paid of $104.93 for Cost: $5,246,500  … Read more