Articles by Jennifer Song
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HubSpot (HUBS) just had its worst day ever. Its newest director bought $200,000 of the stock days later.
Jerry Dischler joined HubSpot's (HUBS) board on August 5, a day before the stock fell 19 percent. On August 10 he bought 925 shares in the open market for $199,735, nearly doubling his personal stake.
Congressman Tony Wied sold up to $250,000 worth of AMD stock and loaded up on software stocks
Wisconsin Rep. Tony Wied sold up to $250,000 of AMD on June 3, then bought Adobe (ADBE), Salesforce (CRM), ServiceNow, HubSpot and The Trade Desk six days later. His February filing showed the same move out of chips and into software.
President Donald Trump bought Snowflake (SNOW) before it doubled. The filing tells a different story.
President Trump's disclosure shows three Snowflake (SNOW) trades in 17 days: a buy, a sell, and a buy. Walking the full record, rather than a single-line alert, shows why the round trip points to an automated model, not an insider bet.
Ten Viasat (VSAT) insiders sold $54.8 million in a year. None bought stock on the open market.
A year of Viasat Forms 4 shows ten insiders selling 1,113,241 shares for $54.8 million, and not a single open-market purchase on the other side of the ledger.
Sinclair (SBGI) got the FCC ownership cap repeal it wanted. Two sessions later, a founding-family director filed to sell $10 million.
Sinclair director Robert E. Smith filed to sell 700,000 shares worth $10.09 million, stock the notice traces to the June 1995 IPO. His last sale priced in the high $38s.
AXT (AXTI) director's last stock sale was at $8.41. His new one is priced at $87.51.
AXT director Leonard LeBlanc filed a Form 144 to sell stock at $87.51 a share. His only other sale this year priced out at $8.41.
Cathie Wood's ARK tripled its GeneDx (WGS) stake in 10 months. It now owns 5.33% of the company.
ARK's GeneDx (WGS) position has grown every quarter for ten months straight, through an 81 percent stock crash and most of the recovery back. The fund just crossed 5 percent ownership.
Amkor (AMKR) director Guillaume Rutten has filed to sell $7.9 million of stock this year. Only one sale was under a trading plan.
Five Amkor insiders have filed to sell stock since February, $7.9 million of it from one director alone. Only one of his five filings has a trading plan behind it. The other four, including this week's, do not.
An Applied Digital (APLD) director just sold $2.34 million of stock. Four other insiders only looked like they did.
One Applied Digital director genuinely sold on August 4, and his Form 4 confirmed it on August 6: 75,000 shares for $2.34 million, an open-market sale with no 10b5-1 plan behind it. Four other insiders filed the same week and only looked like sellers, because their dispositions were tax withholding on newly vested stock, and all four finished the day owning more of the company.
ProPetro Holding (PUMP) director Larry Lawrence sold 35,831 shares. The number wasn't random. It was his exact balance from last October.
Two ProPetro insiders sold on the same afternoon. The director's 35,831 shares are the exact balance he was carrying before his restricted stock vested in May, so he sold the old block and kept the new one.
Leopold Aschenbrenner sold 11.5 million Core Scientific (CORZ) shares below the Aug. 3 low. The stock closed up 10%.
Leopold Aschenbrenner's Situational Awareness sold 11,519,078 Core Scientific (CORZ) shares in two block trades on Aug. 3 at an average near $19.59, both priced under the session low. The stake fell to 4.4% from 8.1%, which ends the reporting obligation. He still holds 14,089,395 shares.
Aehr Test Systems (AEHR) director bought 20,000 shares at $15.50. He just filed to sell the same block near $109.
Fourteen insiders filed notices to sell stock on Tuesday. Thirteen were selling shares the company gave them. The fourteenth, a director at Aehr Test Systems, was selling 20,000 shares he bought himself at $15.50 two years ago.
CrowdStrike insiders filed to sell $196 million of CRWD since June. The CEO's sales were preplanned. The CFO's weren't.
Nine Form 144 notices since June 5 cover $195.7 million of CrowdStrike stock, and $145.3 million of it is the chief executive. His Forms 4 check the 10b5-1 box. The finance chief filed again Monday, and his do not.
Radware (RDWR) CFO bought after a 17% drop. Two colleagues sold at higher prices this year.
Guy Avidan bought $50,420 of Radware stock two days after the shares fell 17 percent. It is the only open-market purchase in the company's Form 4 record, and that record begins on April 2, 2026.
Nine Aschenbrenner stocks report earnings Aug. 4 to 6, led by SanDisk (SNDK). Nobody can say which six are still his.
Citadel bought the fund's public stock book on July 30. Six of the names in its last itemized filing report earnings between Tuesday and Thursday, and no filing yet says who owns them.
Millennium bought the Agility Robotics SPAC (CCXI) at $10 in December 2025. It had sold a third of the stake by the time the stock hit $17.45.
Millennium Management's stake in Churchill Capital Corp XI (CCXI), the SPAC merging with humanoid robot maker Agility Robotics, is down to 1,490,636 shares from 2,224,879, according to a Schedule 13G/A filed July 31. The fund now reports 3.6% of the class, below the 5% line. BlueCrest disclosed a new 5.6% stake two days after the deal was announced.
SK Hynix's record Nasdaq listing named Leopold Aschenbrenner's Situational Awareness a cornerstone investor. What he actually bought stays hidden until November.
Situational Awareness was named a cornerstone investor in SK Hynix's $28 billion Nasdaq debut three weeks before it sold its US stock portfolio to Citadel. Four SEC disclosure routes could show the size of that stake. Every one of them misses.
Leopold Aschenbrenner's Situational Awareness fund owned 19 stocks outright. Every one of them rose Thursday after he sold his positions
Four SEC filings name 19 companies Situational Awareness owned outright, and every one of them rose on July 30. Nebius was the biggest at about $1.84 billion, and the quarterly report understates SharonAI by twelve times.
Citadel bought Leopold Aschenbrenner's stock book. Two outlets say he kept part of it, and a filing due Monday settles it.
Bloomberg and Reuters both name Ken Griffin's Citadel as the buyer of Situational Awareness's stock book, and both say bulk, not all. CNBC said the entire public book went in one block to one buyer. A Form 4 on the SharonAI (SHAZ) stake is due Aug. 3, an initial 13D or 13G from Citadel on Aug. 6, and the fund's own quarterly report on Aug. 14.
Leopold Aschenbrenner's AI fund sold its levered stock book, longs and shorts, to a single buyer. It was levered as much as four times.
CNBC's David Faber reported that Situational Awareness sold its entire public equities book, longs and shorts together, to a single buyer. The fund reached $24 billion near its highs and ran leverage of as much as four times. Its last public filing shows 62% of a $13.68 billion book was bets against chip stocks, and the stocks it owned outright fell twice as far.
Nokia (NOK) has halved since June. Five insiders bought $2.2 million of it in the past week.
Three Nokia insiders bought on July 24, including board chair Timo Ihamuotila. Two more bought on July 29, another 7 percent lower. The stock is down about 50 percent from its June peak even as second quarter profit grew.
Micron (MU) CEO sold $37.3 million in stock, the same 40,000 shares he has sold every 28 days since May
The Form 4 landed July 28 showing $37.3 million sold. It is the same 40,000-share block Micron's chief executive has sold every 28 days since May, on a plan signed back in January.
Hedge fund Durable Capital now owns 10.6% of Goosehead (GSHD). Its last public filing showed 6.6%.
Durable Capital's last public filing showed 1,562,969 Goosehead shares on March 31. Tuesday's Form 3 showed 2,380,281, and everything bought in between required no disclosure at all.
Michael Burry posted three charts making the AI bear case. Two of them show the selling already happened.
Burry shared three Bloomberg charts on the AI trade. One maps the circular deals around Nvidia (NVDA). The other two show big tech forward multiples back at or below their 10-year averages, with Apple (AAPL) the lone expensive name and the only megacap missing from the circular map.