Articles by Jennifer Song
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Micron (MU) accounting chief sold 879 shares for $879,000, at exactly $1,000 each, two days before the 10% drop
Scott Allen sold 879 Micron shares for $879,000 at exactly $1,000 each on July 23, the only unscheduled large insider sale our tracker caught last week. His other 34,958 shares stayed put.
Rep. Jared Moskowitz bought SpaceX on its first day of trading. The disclosure landed 44 days later, with the stock down 29%.
Rep. Jared Moskowitz disclosed a $1,001 to $15,000 purchase of SpaceX (SPCX) dated June 12, 2026, the stock's first day of trading. It has fallen about 29 percent since, and the one stock he sold that week is the best performer in the filing.
Michael Burry's picks: the Micron (MU) bet is up 17%. He has been averaging down on Lululemon (LULU) since 2025.
Burry deregistered Scion, so the 13F trail stopped and his trades now surface first on a newsletter with 300,000 subscribers. Here is everything he has disclosed since June, priced as of July 27. The point of laying them out together is that he is not always right.
Michael Burry sent readers to a BIS report on AI's poorly disclosed deals. Oracle (ORCL) reports $638 billion in one line.
Michael Burry spent July 23 pointing his readers at a Bank for International Settlements report on how AI deals get financed. The clearest illustration sits in an Oracle (ORCL) filing: a $638 billion backlog reported as one aggregate line, with the customer split left to S&P to estimate.
What is a pod shop? Millennium didn't buy your stock. One of its 340 teams did.
Citadel's last quarterly filing listed 15,589 positions. Millennium runs more than 340 separate investment teams and Point72 more than 200, which changes what a hedge fund stake in your stock actually means.
Hedge fund Millennium disclosed a new 5.2% stake in Ameresco (AMRC) the week the stock hit its lowest point of 2026
Millennium Management's fresh 5.2% stake in clean-energy developer Ameresco (AMRC), worth about $42.5 million, was disclosed the same week the stock touched its lowest weekly close of 2026. The company is also building a still-early data center power business, including a partnership with CyrusOne.
Senator Jerry Moran bought Berkshire Hathaway for the third time since May, then bought back Google 11% below where he'd sold it a month earlier
Sen. Jerry Moran's July 21 disclosure shows he bought Berkshire Hathaway on June 23, his third purchase of the stock since late May, and bought back Alphabet the same day, about 11% below the price he'd sold it at a month earlier. Here's what the filing shows and how both stocks have moved since, hours before Alphabet's own Q2 earnings report.
Rep. Laurel Lee's spouse sold Nokia three times this year. One sale landed on the stock's exact peak, three days before its worst day of the year.
Rep. Laurel Lee's spouse sold Nokia three separate times in 2026, and the stock has fallen from every single price he sold at. One of the three sales landed on the exact day Nokia peaked, three trading days before its sharpest single-day drop of the year. Two of the three trades were also disclosed past the STOCK Act's 45-day deadline.
Hedge fund Millennium added a million shares of Perspective Therapeutics (CATX) in three weeks and crossed the 5% line
Hedge fund Millennium Management filed its second ownership disclosure on Perspective Therapeutics (CATX) in a month: 5.3% as of July 13, up from 4.3% in June. What the passive 13G filing shows, and what it leaves out.
Michael Burry cut his Oracle (ORCL) short in half, and says reports he closed it are fake news
Michael Burry sold half his Oracle (ORCL) puts on July 17 after a 63% stock plunge, then called reports that he'd fully exited the short "fake news." The same post added Nvidia (NVDA) puts, more DraftKings (DKNG), and a skeptical read on Netflix (NFLX).
Dan Crenshaw sold Google, Amazon, Apple and Meta on the same day, then bought a leveraged oil fund
Rep. Dan Crenshaw's July 16 disclosure shows he sold Google, Amazon, Apple, Meta and a leveraged financial ETF all on the same day, then bought a leveraged oil fund instead. A separate trade in the same filing closed out a Meta options bet right after the stock's roughest day of the year.
An executive can schedule a stock sale 120 days before they even know what's coming
Ontrak's former CEO went to prison for misusing a 10b5-1 trading plan, the same legal tool that lets most executives schedule stock sales months in advance. Here's how the plan is supposed to work, why the SEC tightened it in 2022, and how to tell a real scheduled sale from one that wasn't.
Steven Cohen's Point72 bought into Evommune (EVMN). The stock had already crashed 38%.
Point72 disclosed a new 5.3% stake in Evommune (EVMN) today, more than two weeks after the stock crashed 38% on a failed Phase 2b trial. The filing doesn't say what Point72 paid or whether the position is up or down, but the stock has kept sliding since the disclosure date.
RoboStrategy's CEO bought $10 million of new BOT stock this week, priced at more than 3 times the fund's net asset value
RoboStrategy CEO Andrew Kang bought $10 million of newly issued BOT shares in a board-approved private placement, priced at more than three times the fund's reported net asset value.
Only about 10 members of Congress use a blind trust. Here's why almost nobody bothers.
A blind trust sounds like the simple fix for a lawmaker owning stock while writing the laws that move it. Only about 10 sitting members of Congress actually have one. Here is what a real blind trust requires, why so few bother, and whether it even does what people think it does.
Should you actually copy stocks bought by hedge funds, Congress, or insiders? What the data really says
Copying stocks bought by Congress, hedge funds, and company insiders all sound like easy shortcuts. Here's what the actual research says happens once you try each one, and why the delay before you see the trade matters more than people think.
Gloo's executive chair is the former CEO of Intel and VMware. He just bought $500,000 of the stock.
Gloo Holdings priced a follow-on offering at $3.25 a share on July 8, and the stock fell about 24% the next session. Two days later, Form 4 filings showed CEO Scott Beck, board member Derek Todd Green, and executive chair Pat Gelsinger, the former Intel and VMware CEO, bought a combined $6 million of the deal themselves.
Strive's (ASST) new SEC filing: 19,900 bitcoin held, and 480,000 new shares sold in one week to keep buying
Strive's Monday 8-K says it bought 18 bitcoin at a $64,028 average. The more telling numbers are further down the filing: 480,351 new shares issued in eight days, $44 million of Strategy's preferred stock, and coins already worth less than the company paid.
What is a 13D filing? Why investor stakes keep landing at 19.9%, not 20%
Schedule 13D and Schedule 13G both mean an investor crossed 5% of a company. The form they choose signals what they plan to do next, and it explains why big stakes keep landing at exactly 19.9%.
Hedge fund Point72 disclosed a stake in Freenome's SPAC merger, days before the vote got delayed (PCSC)
Point72's Steve Cohen disclosed a 5.7% stake in the SPAC merging with cancer-detection startup Freenome, right as the shareholder vote to close the deal got pushed back a week.
A senator sold Apple and Nvidia in June. He bought Coherent and Micron instead.
Senator Sheldon Whitehouse's latest disclosure shows he sold Apple and Nvidia in late June, then bought Coherent and Micron the same week. Here's what the filing actually shows, and how each stock has moved since.
What is an AI neocloud? CoreWeave (CRWV) and Nebius (NBIS), explained
Neoclouds like CoreWeave and Nebius buy GPUs with debt and rent out the computing power to AI companies. Here is how the business model works, and the risk built into it.
Every trade a CEO makes in their own stock goes public within 2 days. Here's how to read a Form 4.
Corporate insiders must disclose their own stock trades within two days. Here's what a Form 4 actually shows, using two real filings, and why most insider selling isn't the warning sign it looks like.
SharonAI (SHAZ) is down 13% today after a wild week. Here's what Leopold Aschenbrenner has disclosed since our last look
SharonAI (SHAZ) has moved from $85 to $68 to $80 to $70 in the week since our stake deep dive. A price update, plus a new filing showing Leopold Aschenbrenner's fund anchoring SK Hynix's Nasdaq debut.