Articles by Jennifer Song
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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.
How to read an earnings report: EPS, margins, and what actually matters
Earnings reports look like a wall of numbers. Here is how to read the lines that matter, from revenue and EPS to margins, guidance, and whether a stock is cheap or expensive.
Congressman Gil Cisneros bought Argan (AGX) on its highest day of 2026
Congressman Gil Cisneros disclosed a $15,001 to $50,000 purchase of Argan (AGX) dated June 30, 2026, the stock's highest close of the year. It is down 27.4% since. Five Argan insiders sold $84.0 million in June, none of it under a prearranged plan.
Michael Burry shorted Micron (MU) from $1,052, a bet the chip pain is not over
Michael Burry disclosed a new short on Micron (MU), reported near $1,052, even after the stock had already crashed from $1,255. It closed July 2 at $975.77, so the short is working, and it fits his wider bet against AI chips.
Do politicians actually beat the stock market? What the data says
Nancy Pelosi, David Rouzer, Ro Khanna and more: do members of Congress really beat the stock market? What the research and the yearly reports actually show, and whether copying their trades works.
How to track stock trades by Congress and the president
A plain guide to how politicians disclose their stock trades: the STOCK Act, which forms to read (PTR, OGE 278-T, 13F, Form 4), where to find them for free, and how to read them without fooling yourself.
Michael Burry is betting against Tesla (TSLA) and Caterpillar (CAT), days after making a multi-year bet Microsoft (MSFT) rises
Michael Burry disclosed five new short positions on June 30, including a first-ever bet against Caterpillar (CAT), just days after a multi-year bet that Microsoft (MSFT) shares would rise. Every price he disclosed, and where the trades stand now.
AI investing glossary: the jargon behind every AI stock, explained
A plain-English glossary of the jargon in AI-stock coverage: GPU, HBM, foundry, neocloud, hyperscaler, capex, 13F, picks and shovels, Mag 7 and more, grouped by theme with links to fuller explainers.
What is a 13F filing? How to track what hedge funds are buying (and what it leaves out)
A plain-English guide to 13F filings: what they are, the 45-day lag, what they include and leave out, how 13D and 13G stakes differ, and how to track what hedge funds are buying for free.
What is SharonAI (SHAZ)? Inside the AI cloud stock Leopold Aschenbrenner just took to a 19.9% stake
A deep dive on SharonAI Holdings (SHAZ), the thinly-traded AI GPU-cloud stock Leopold Aschenbrenner's Situational Awareness just took to a 19.9% stake, plus the price action since his position became visible: roughly $57.50 in mid-May to about $88 now.
Senator Dave McCormick bought Goldman Sachs (GS) twice. Here is what he paid, and where it sits now.
Senator Dave McCormick (R-PA) disclosed two Goldman Sachs (GS) buys in late May and early June. Here is what he paid on each date versus now, and why his Goldman trades draw extra scrutiny.
S&P Global's CEO bought $1 million of SPGI stock, and it's already underwater
S&P Global CEO Martina Cheung put about $1 million of her own money into SPGI stock at around $430 the day after a strong quarter. Two months later it trades near $408, so the buy is already underwater. Here is what she bought, what an insider purchase signals, and the company's 53-year dividend streak.
Michael Burry made a multi-year bet Microsoft (MSFT) will rise and sold part of his bet against Palantir (PLTR)
The investor famous for betting against markets just made a rare, multi-year bet that Microsoft (MSFT) will rise, using December 2028 LEAP calls, and sold part of his bet against Palantir (PLTR). MSFT is up this morning.
Nancy Pelosi's latest disclosure: Intel and Uber, then and now
Nancy Pelosi's household disclosed new call options on Intel and Uber. What the filing says, what the strike and dates mean, and how both stocks have moved since.