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Insider Buying Week 12-19-25 Waiting on Godot? the Santa Claus Rally?

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The AI trade is on, it’s off. I feel like I’m leaving in two realities. One where the plane is flying along and as soon as the AI Capex cycle hits a speed bump, the plane lurches into stall speed. The other one, completely divorced from the Capex cycle is entirely dependent on stock market levitation and the wealth effect. It’s interest rates not AI.  Of course there is a wealth gap chasm in between- and most of us live there.  The change is coming. The current low VIX is just the quiet before the cannon fire. Be ready to … Read more

Insider Buying Week 04-06-24

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Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A massive uptick in capex spending is underway, directly attributable to the stampede to embrace AI. Name: Jeffrey A. Davis Position: Chief Financial Officer Transaction Date: 2024-04-01 Shares Bought: 1,800 Average Price Paid: $136.00 Cost: $244,794 Company: Dollar Tree Inc. (DLTR) Dollar Tree, Inc. operates retail discount stores. Dollar Tree and Family Dollar are the company’s two business segments. It runs stores under the Dollar Tree and Dollar Tree Canada brands, as well as distribution centers in the United States and Canada. The Family … Read more

CEO is on a buying spree

$RKT Can Lightening Strike Twice in the Same Spot? Insider Buying Week 4-15-22

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. This is the most meager display of insider buying I’ve ever seen.  Yea, yea it’s the earnings blackout but insiders have no trouble managing to sell during the blackout window using the 10B5-1 loopholes, they could find the motivation to buy if they had any.   Name: Peek Mark S Position: Director Transaction Date: 2022-04-12 Shares Bought: 30,000 Average Price Paid: $34.40 Cost: $1,032,000.00 Company: SentinelOne Inc. (S) SentinelOne, Inc. is a cybersecurity firm that was previously known as Sentinel Labs, Inc. … Read more