A message from our friends at Timothy Sykes Hey — Tim Sykes here. So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer. This isn’t hype—this is real money chasing real AI infrastructure. And get this… Nvidia earnings are coming up fast.
I’ve seen this setup before. And I’m telling you—it’s giving me flashbacks to the early days of the AI boom. That’s why I dropped everything to shoot this new VSL for you. Because I think Nvidia CEO Jensen Huang is getting ready to ignite what I’m calling the AI 2.0 catalyst. It could be huge. And no—this isn’t about blindly buying Nvidia. This is about using my new AI forecasting tool—XGPT—to spot the exact tickers that could pop during this next wave. We’re talking high-confidence, one-day profit windows. The kind that don’t wait around. 🎯 Click here to watch the video and get the free ticker XGPT just flagged. I’ll walk you through the story, what I believe is coming next, and how to use AI to trade AI. Look, I’ve helped mentor over 40 millionaire traders. I’ve made $7.9M trading. And even I wish I had this tool sooner. But now it’s your turn. See you inside, Tim
Further Reading from MarketBeat Media Insiders Sell These High-Quality Stocks: Why Investors Shouldn'tWritten by Thomas Hughes. Published 9/8/2025. 
Key Points - Insiders are selling stock like Dell Technologies, Snowflake, and Chewy, but investors should think twice.
- Institutional activity offsets the selling in two out of three cases, and analysts are far more bullish.
- Growth and cash flow trends suggest these stocks will move higher over time and provide ample gains for investors.
Insiders are offloading shares of Dell Technologies (NYSE: DELL), Snowflake (NYSE: SNOW), and Chewy (NYSE: CHWY) as share-based compensation awards vest and their stock prices climb. Yet while these insider sales reflect compensation schedules, supporting factors—strong quarterly results, positive guidance revisions, and bullish analyst sentiment—suggest these stocks still have room to run. Here's who's trimming positions and why investors may want to hold steady. Dell Technologies Insider Repositions Portfolio: Volatility Ensues George Gilder handed President Reagan the first microchip that helped create $6.5 trillion in wealth over the last 40 years. Now he's stepping forward with an even bigger prediction about what's being built in the Arizona desert.
He believes 3 little-known companies will explode when a bombshell announcement just days from now. Smart investors are already positioning themselves. Click here to see what's coming before the story goes mainstream. Dell insiders, including CEO and founder Michael Dell, have sold shares in 2025, though Michael Dell's last sale was in June. The bulk of this year's activity comes from major shareholder and board member Silver Lake Group, whose stake is estimated in the high double digits—above 20%. They are likely rebalancing after DELL's substantial rally: since partnering with Dell in 2013, Silver Lake has seen the stock soar roughly 500% from its 2018 IPO. The key takeaway is that Silver Lake's position may pose an overhang, but it's capped. Other forces should drive the stock higher over time. Institutions—which own nearly 80% of DELL including Silver Lake—have been net buyers all year, while analysts remain upbeat. Coverage is expanding, consensus sentiment sits at Moderate Buy, and price targets are rising. As of early September, analysts forecast a 20% upside on average, with the high end near $167—a potential additional 13% gain.  Snowflake Selling Ramps to Record High in Q3 Snowflake insiders have been selling steadily throughout 2025, with transactions peaking in Q3. Executive VP Christian Kleinerman and Director Frank Slootman have led most of the sales. These dispositions align with share-based compensation schedules and pre-arranged sale plans—and represent only a modest headwind given positive institutional and analyst trends. Institutions have been aggressive buyers of SNOW this year. In early Q3, buying outpaced selling by more than three-to-one on a dollar basis, providing a solid support base. Analysts are equally optimistic: coverage continues to grow, sentiment is firming towards Strong Buy, and price targets are on the rise. The consensus target implies about 12% upside, with the high-end view adding another 10%.  Chewy Insiders Sell Into the Rally Chewy insiders have been trimming into the stock's 2025 rally. InsiderTrades data show sales by the CTO, CAO, and CEO surging to a record in Q2 before tapering off in Q3. With insiders holding just 0.45% of shares, their impact is minimal—especially against strengthening analyst trends. Coverage is rising, Q3 upgrades have bolstered sentiment, and upward price-target revisions imply roughly 5% upside at the consensus and nearly 20% at the high end. However, institutions remain the bigger risk for CHWY investors. While insiders own less than 1%, institutions hold around 95% and were net sellers in early Q3—possibly signaling caution ahead of the Q2 earnings report. If this institutional selling persists or intensifies, Chewy's uptrend could stall. 
|
No comments:
Post a Comment