u/john_dududu

Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M

Last quarter he held a $747M bullish call on Intel.

THIS QUARTER IT IS A PUT.

He also cut his CoreWeave call from $774M down to $141M

Screenshot from: Stock Insider App

u/john_dududu — 24 hours ago

Two members of the same committee bought the same stock

• Rep. Byron Donalds bought

$MRVL on April 2nd
• Rep. Maria Salazar bought

$MRVL on April 6th
Both sit on the House Financial Services Committee, though there seems to not be a direct conflict...
Byron also sits on the Subcommittee on Digital Assets, Financial Technology, and Artificial Intelligence, which oversees AI regulation and technology policy
17 days after he bought, reports surfaced that Google was in talks with Marvell to build custom AI chips
Both are already up over 50%. Screenshot from: Stock Insider App

u/john_dududu — 1 day ago

JUST IN: President Trump says that he has been asked by Qatari, Saudi, and UAE leaders to hold off on an attack on Iran which was planned for tomorrow.

They say serious negotiations are now taking place.

Trump says that the US is prepared for a large scale assault, if no deal.

reddit.com
u/john_dududu — 1 day ago
▲ 5 r/portfolios+1 crossposts

Up 44% this month but down on the day — that chart spike is giving me anxiety

u/john_dududu — 4 days ago

UPDATE: $MU has now risen 88% since we posted this report. Fields has made up to $220,000 off of the trade. It's been less than 3 months. Screenshot from: Stock Insider App

u/john_dududu — 6 days ago

Well would you look at that... UnitedHealth Group is up 2% today after announcing updates to their pricing model Coincidentally, 3 politicians seemed to have purchased the bottom of $UNH between February & March. Screenshot from: Stock Insider App

u/john_dududu — 7 days ago

Make that Politician #5 Rep. Gilbert Cisneros just bought up to $15,000 of Palo Alto Networks $PANW 45% up from our 🚨Insider Trade Alert🚨 Pelosi keeps winning 👀 Screenshot from: Stock Insider App

u/john_dududu — 6 days ago