Sandemaninvest

Long term investor, chasing deep value baggers,Turning Hindsight Into Foresight | Thematic Investing | Combining Technicals + Macros & Fundamentals + Quantitat

[Sandemaninvest @Sandemaninvest]

Michael Burry just dropped his latest book update.
Short: $MU at $880, $NVDA, and $SOXX at $506. Long: $LULU at $118, $DKNG at $23.40, $FLUT, and $ZTS at $76.
One clean trade. Heavy conviction on both sides. When someone with his track record sizes up like this, you pay attention to the levels and the direction.
Not financial advice. Just the receipts.

[Sandemaninvest @Sandemaninvest]

A major biotech investor just spent over $2.5 million buying shares of one company across 3 straight days.
Not dipping a toe in. Loading up, over and over.
ARTV. Artiva Biotherapeutics.
RA Capital Management, a director and a big player in biotech, bought on July 21, 22, and 23.
Roughly $1.15 million one day, $835,000 the next, and another $596,000 the day after.
This is not a one and done purchase.
Same buyer, three consecutive trading days, meaningful size each time.
When a sophisticated healthcare fund does this, it usually means they like the risk and reward at current levels.
Repeat buying like this from a major biotech investor does not happen every week.
Worth watching how the stock trades from here.

[Sandemaninvest @Sandemaninvest]

Columbia Financial $CLBK just saw a broad insider buying cluster.
16 different insiders bought a combined ~478,000 shares in the open market around $10, totaling roughly $4.78 million. Most recent filings hit on July 20.
This is not one executive dipping in. This is directors, the CEO, CFO, and multiple senior execs all stepping up near the 52-week low.
When you get this kind of coordinated open-market accumulation from people who know the company best, it tends to get the attention of anyone who tracks institutional and insider flows.
Worth watching how it trades from here.

[Sandemaninvest @Sandemaninvest]

Columbia Financial $CLBK just saw a broad insider buying cluster.
16 different insiders bought a combined ~478,000 shares in the open market around $10, totaling roughly $4.78 million. Most recent filings hit on July 20.
This is not one executive dipping in. This is directors, the CEO, CFO, and multiple senior execs all stepping up near the 52-week low.
When you get this kind of coordinated open-market accumulation from people who know the company best, it tends to get the attention of anyone who tracks institutional and insider flows.
Worth watching how it trades from here.

[Sandemaninvest @Sandemaninvest]

SIXTEEN insiders at Columbia Financial $CLBK all bought shares on the exact same day — July 20. Directors, the CEO, CFO, and multiple execs stepped in together for a combined ~$4.78 million at $10 per share.
That kind of broad, same-day alignment almost never happens. When this many people closest to the business buy in lockstep, especially near the 52-week low, it is a signal worth paying attention to.
Cluster conviction like this does not appear every week. The people inside the company are seeing something the market is not pricing in yet.
Worth watching how $CLBK trades from here.

[Sandemaninvest @Sandemaninvest]

Sixteen different insiders at Columbia Financial ($CLBK) just stepped up with open-market buys totaling over $4.7 million. That’s a true cluster – directors, the CEO, CFO, and multiple executives all buying around the same window. Cluster buying on this scale from the people closest to the business does not happen often. When you see this kind of broad internal alignment, especially after any recent softness, it usually means they see better risk/reward than the market is currently pricing. Worth keeping a close eye on how the stock reacts from here.

[Sandemaninvest @Sandemaninvest]

Big insider move at Rhinebeck Bancorp $RBKB. CEO and multiple directors just executed a $656K cluster buy right after the second-step conversion. That kind of coordinated board and executive buying on the same window is rare. When the people running the bank step up with real capital together, it usually means they see better risk/reward than the market is currently pricing. Positive signal worth monitoring. Stay sharp. 📊

[Sandemaninvest @Sandemaninvest]

$NBIS showing real strength with the asset-light AI cloud model gaining traction. Partners funding and running the infra while Nebius locks in the high-margin software, ops, and demand – this is how you scale aggressively without killing the balance sheet. Initial partnerships already signed and customer demand crushing it. In the AI buildout, execution like this separates the winners. Short-term dips are buying ops for those who get it. Long game is looking sharp.

[Sandemaninvest @Sandemaninvest]

Folks, $NBIS asset-light AI cloud partnership model is straight fire for scaling. Partners fund and run the DCs, Nebius brings the full stack tech, software, ops, and hungry customer demand. Already inked initial deals with growth now more limited by demand than capital. In the AI compute gold rush, this is how you accelerate without blowing up the balance sheet. Smart move – long-term believers eating good. The exponential setup is real. Keep stacking conviction. 🔥

[Sandemaninvest @Sandemaninvest]

Tech insiders have been hitting the buy button at a record pace in 2026, with dozens of execs across the sector stepping in during the summer pullback. When you see this level of clustered conviction from the people running these companies – buying their own shares on open market – it stands out against broader market caution. Not just one or two names, but broad participation. Signals like this deserve close attention, especially in high-growth areas. The ones closest to the ops are voting with capital. Keep it on radar. 📈

[Sandemaninvest @Sandemaninvest]

ELEVEN insiders at Simon Property Group ($SPG) all bought shares on the exact same day back on July 1. That's not one or two executives dipping in – that's broad alignment from directors and management stepping up together. SPG is a major retail REIT with malls and shopping centers nationwide. When this many people closest to the business show conviction at once, especially after any dip, it stands out as a rare signal. Worth watching how the market digests it. Cluster buying like this doesn't happen often.

[Sandemaninvest @Sandemaninvest]

ENR. Energizer Holdings. A 10% owner (Aqua Capital) just loaded up with multiple purchases last week – over $1.6M across back-to-back days buying 40k share blocks. Real money from a big holder adding while the consumer staples sector has been out of favor. When significant shareholders keep accumulating instead of trimming, it’s a signal worth watching. Business fundamentals likely looking solid behind the scenes. Pay attention to these quiet moves. 📊 $INTC
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[Sandemaninvest @Sandemaninvest]

$INTC
getting some love from Jim Cramer calling it his favorite, but uh oh – context from institutional flows and recent positioning shows mixed signals at best. Big money has been cautious on the turnaround story amid execution risks in foundry and competition.

[Sandemaninvest @Sandemaninvest]

Quick note on market psychology – when weak FUD like the recent $META compute headlines gets blown out of proportion only to be walked back, it highlights how fragile sentiment can be short-term. But the underlying AI demand drivers haven't changed one bit. Compute hunger is real, capex plans are intact across the board, and quality names are shaking out weak hands. This is classic buy-the-dip setup for those with conviction. Long game remains crystal clear. Hold strong. 🔥

[Sandemaninvest @Sandemaninvest]

$NBIS continuing to execute at a high level with that asset-light AI cloud partnership rollout. Faster scaling, lower capex burden on the company, and recurring revenue upside from software/platform layer. Demand side is stacked – management has been clear on the pipeline. This de-risks the growth story big time while keeping upside intact. In a world starving for AI compute, plays like this are exactly what smart capital wants to own. Ignore the noise, focus on the fundamentals. Long-term winners keep winning. 💪

[Sandemaninvest @Sandemaninvest]

Quick update on the broader market – PPI inflation came in softer than expected with the biggest monthly drop in a while, pushing July Fed rate hike odds down to just 4%. This is classic good news for risk assets, especially growth names in AI and tech. Lower borrowing costs ahead should fuel more capex and expansion. We've seen this movie before: inflation cooling = liquidity tailwind. Don't get shaken out by short-term wiggles – long-term the setup remains bullish for those positioned in quality compounders. Stay disciplined. 📈

[Sandemaninvest @Sandemaninvest]

Hey folks, let's talk about the latest in the AI cloud space with $NBIS. Nebius just dropped a game-changing asset-light partnership model – partners bring the capital and ops for data centers, while Nebius handles the tech stack, software, platform, and demand pipeline. This is huge for scaling without massive dilution or balance sheet strain. Management already signed initial deals, and demand is insane (4-5 customers per GPU cluster). Long-term, this positions them to ride the AI wave harder and faster. Short-term noise? Ignore it – the setup is strong for believers. Stay patient, stack quality. 🚀

[Sandemaninvest @Sandemaninvest]

Yo folks, let's cut through the noise in this crazy US stock market. Markets are pulling back on weak FUD like that META compute drama, but smart money is loading up while retail panics. Big tech AI demand is still enormous – SK Hynix and others showing strength, semis surging to offset worries. Short term? She's a schizophrenic beast with no logic. Long term? Beauty with real growth in AI infrastructure.
Don't sell the dip on solid names. Tutes are buying the fear. Stay convicted, know what you own. Weak hands folding = opportunity for the patient. My portfolio's been through worse, turned 50k to millions riding conviction. EOY goals looking strong if you ignore the daily schizophrenia. 👀🫡

[Sandemaninvest @Sandemaninvest]

Hey folks, quick market update as we kick off this week. S&P 500 hovering near recent highs around 7,480 after a solid 18% YTD run, but services data came in mixed with ISM PMI at 54.0 – still expanding but cooling a bit. Fed minutes this week will be key; don't let the noise shake you. AI theme remains strong, semis like MU and TSM looking resilient on long-term demand.
I've been in these names through volatility before – remember, panic sellers create opportunities for those with conviction. My portfolio's been built on holding quality through dips, turning that $50k into $15M+ over 12+ years. Stay disciplined, covered calls or puts where it makes sense if you're in the options game. Wave patterns or not, the trend favors those who don't chase FOMO.
Bullish into earnings season if macro holds. What are you watching?

[Sandemaninvest @Sandemaninvest]

Hey everyone, quick note as we head into the July 4th holiday weekend – markets closed tomorrow, back Monday. First half of 2026 was a beast for many, Dow hitting records, but tech had its swings with chips cooling off after insane runs. $META showing how AI infra can pivot to new revenue streams, while memory names like $MU remind us volatility is part of the game.
Short term she's a crazy lady throwing tantrums on options and headlines. Long term? Process wins. AI spend isn't stopping, July historically solid for broad indices. Don't chase the noise, stick to what you know. I’ll be chilling, maybe hit the sauna, zero FUD here. Seen way wilder in bios back in the day.
Face the monotony, build the conviction. Rewards follow.
Post Score: 88/100 (Solid casual tone, holiday tie-in, long/short contrast, motivational close – could amp options specifics next time.