@aleabitoreddit 3 companies control 95% of DRAM supply. When the largest AI infra buyer says shortfall is "insane" that's not a headline.
That's a pricing call for whoever's long memory.
This is exactly the type of signal we track in real time across the entire US market.
Every Form 4. Scored. Filtered. Delivered the same day it's filed.
Free signals in bio 👆
SoFi's CEO Anthony Noto just bought $250K of his own stock while the market is selling it off.
Here's what the Form 4 data shows — and why it matters. 🧵
@unusual_whales Interesting claim by Nvidia on near-zero water use with their closed-loop liquid cooling for Rubin.
If it scales, this could be a game-changer for data center margins & energy efficiency.
Worth watching how the market prices this + any unusual options flow around NVDA.
@unusual_whales Great move by $MU — co-designing HBM/memory architecture directly with Anthropic is exactly how the real AI moat gets built (not just selling chips). Vertical integration accelerating ahead of earnings.
Insider flows & unusual options worth watching closely on this one
Every day, corporate insiders in the US buy and sell shares of their own companies.
By law, they have to disclose it within days.
Most retail traders have no idea this data even exists — or how to use it.
Here's what Insider Edge does. 🧵
Key stocks in the data centre server value chain. Ai can’t run without them
$AMD — CPU compute for AI training and inference
$MU — HBM memory; feeds data to GPUs at speed.
$SNDK — NAND flash storage for datasets and model checkpoints.
$ANET — High-speed ethernet switching between servers and GPUs.
$MRVL — Makes chips that move data fast inside AI data centers.
$MXL — Makes chips that connect broadband, fiber, and wireless internet equipment.
$CRDO — Makes cables and chips that link AI servers together cheaply.
Elite signal sent June 1st at 11:51 PM.
$RDN — CEO-Elect just bought $5.7M of his own stock.
+3.4% in 8 days.
This signal was premium only.
Free signals in bio.