Prefer to view this content on our website? Click here.
Dear Fellow Investor,
When Insiders Sell, Don’t Panic — Watch What They’re Buying Instead
Insider Selling Is Surging, But Smart Money Still Has Favorite Picks
It’s true: insider selling is hitting record levels.
According to MarketWatch, corporate insiders have recently turned sharply bearish, unloading shares at the fastest pace in more than a decade. In fact, as of late July, only about 11% of companies saw more insider buying than selling—meaning roughly 89% saw more selling.
But here’s the key insight most investors miss: not all insider selling is bearish.
A lot of executives are simply cashing in after big rallies in their stock prices—especially after strong earnings or major news catalysts. That doesn’t mean they’re giving up on the companies they run. In many cases, the selling is pre-scheduled under Rule 10b5-1 trading plans, or done for personal reasons like funding a home purchase or paying tuition.
Consider this:
-
Alphabet (SYM: GOOG) CEO Sundar Pichai sold 32,500 shares—worth $6 million—on July 16 under a pre-set plan from late 2024.
-
Microsoft (SYM: MSFT) insiders, including President Brad Smith, sold $32.7 million worth of stock in May after shares gapped higher on earnings.
-
Meta (SYM: META) director Robert Kimmitt sold $335,000 in stock as the company hit 52-week highs.
So yes—insiders are selling. But the bigger story might be where they’re still buying.
When corporate leaders put fresh money into their own companies—especially after weakness or leadership changes—it can be a powerful vote of confidence.
Here are three stocks where insiders are still stepping up to the plate.
Company: Asana Inc. (SYM: ASAN)
CEO Dustin Moskovitz Keeps Buying Millions in Shares
Few insider buys are as eye-catching as the one made by Asana co-founder and outgoing CEO Dustin Moskovitz.
On July 8, Moskovitz bought 225,000 shares at an average of $14.60—totaling roughly $3.29 million. That comes on top of the $6.86 million in stock he picked up in March and June. In total, that’s over $10 million in recent insider buying.
Even more intriguing: this buying spree is happening right as Moskovitz transitions from CEO to Executive Chair. That suggests he’s still deeply confident in Asana’s direction—and in the incoming CEO, Dan Rogers, who officially takes over July 21.
Here’s why the setup is compelling:
-
Asana is trusted by over 85% of Fortune 500 companies and generates more than $700 million in annual revenue.
-
Despite modest 9% YoY growth, the company recently raised operational guidance by 5% to 5.5%.
-
There’s no debt on the books, and most of the recent negativity around growth seems already priced in.
With new leadership, strong insider conviction, and a well-known product in the AI/enterprise software space, ASAN looks like a high-upside turnaround play.
Altimetry
Why July 22nd Could Mean Big Changes for Social Security
In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22.
What's coming next isn't about trimming waste.
It's about automating entire federal agencies — including the SSA — using Elon Musk's AI playbook.
This is no longer a political debate. It's happening.
And the decisions being made right now could determine how your retirement income is calculated, taxed, or even delayed.
It's why Wall Street is scrambling to move money into the few firms with government AI contracts.
To see the full playbook and how it could impact everyone, click here.
Company: Match Group (SYM: MTCH)
New CEO Is Putting His Money Where His Mouth Is
You don’t often see new CEOs buy millions of dollars of stock with their own cash—but Match Group’s Spencer Rascoff is doing just that.
Rascoff recently bought 70,885 shares, spending $2 million across two price points ($27.89 and $28.54 per share). He also made a similar $2 million purchase back in February, at higher prices. All told, he now owns 137,478 shares of the company.
As Rascoff wrote on social media:
“100 days in as CEO and more confident than ever in our team and Match Group’s future... Energized by the responsibility and privilege of defining the future of connections for this category.”
Match Group owns some of the most recognizable dating platforms on the planet—including Tinder, Hinge, OKCupid, and Plenty of Fish. But shares have struggled in recent years as user growth plateaued and monetization slowed.
Still, Rascoff’s confidence—and cash—suggests he sees long-term value. With potential AI integration into matchmaking, improved monetization models, and new leadership energy, MTCH could be a quiet comeback story in the making.
InvestorPlace Media
Trump is Fast-Tracking These Three Companies
The Trump administration is planning to invest DIRECTLY in a small sector of the stock market… And they just revealed the names of three potential targets.
Company: Advanced Micro Devices (SYM: AMD)
A High-Level Insider Just Bought Into the AI Chip Boom
Insider buying at AMD may be rare—but when it happens, it’s worth paying attention.
Back in May, Philip Guido, AMD’s EVP and Chief Commercial Officer, bought 8,800 shares—nearly $1 million worth.
Why now? Because AMD is one of the most critical players in the AI hardware arms race.
Company Chair and CEO Lisa Su recently said she expects the AI chip market to reach $500 billion by 2028, up from a previous forecast of $400 billion by 2027. That’s a massive jump—and AMD is already competing head-to-head with Nvidia’s H100 chip thanks to its new MI300X accelerator, which it claims is the “most advanced AI chip in the industry.”
Key tailwinds:
-
The MI300 is AMD’s fastest ramping product ever.
-
AI data centers are scaling rapidly, and AMD’s chips are gaining traction.
-
AMD’s overall addressable market is exploding—and demand has already exceeded the company’s expectations.
Insider buying combined with explosive AI potential? That’s a bullish setup worth watching closely.
Could Musk’s new AI Firm Power Tesla, NASA, and the Pentagon?
Elon Musk isn't preparing for peace.
And with the US joining the Israel-Iran war, no one should be.
Musk recently bought 10,000 advanced AI chips - and is reportedly looking to spend $1 billion more.
It's no coincidence that this comes as U.S. generals warn of a two-front war scenario: China and the Middle East.
Now there's a lesser-known AI company that makes one of the most in-demand chips on the market...
And they're not just 2.4x more powerful than NVIDIA's - they could be essential to Musk's AI empire, the Pentagon, and NASA.
Get the name of the stock here >>>
Are there any other stocks with recent insider buys that you've got your eye on? Which ones? What particular sectors of the market are you buying right now? Hit "reply" to this email and let us know your thoughts!
Tidak ada komentar:
Posting Komentar