Nexus Alert

Daily intel from SEC filings — institutional flows, insider buys, activist accumulation, earnings surprises. Bloomberg-grade signals without the $24k/yr.

[Nexus Alert @nexus_alert]

Searching SEC filings used to mean guessing legal phrases and reading 300-page documents to find one sentence. We fixed that. Ask in plain English → get cited answers across 100,000+ filings instantly. "Show me companies where insiders bought $1M+ in the last 30 days." Instant. Cited. Linked to the source filing. https://t.co/7NSt9EtIi9 — free trial

[Nexus Alert @nexus_alert]

SEACOR Marine's top holder flipped to a 13D and told the board: sell the company or break up the fleet.

Stock $6.68. He pegs the fleet north of $20.

NexusAlert flagged it the day it filed. $SMHI

https://t.co/PTovGkN4c4

[Nexus Alert @nexus_alert]

Two months ago Marc Winterhoff ran Lucid as interim CEO.

Today Lucid eliminated his job and cut 18% of its U.S. staff.

Second round of layoffs this year. $158M in projected savings.

$LCID

https://t.co/22AvQk0XYp

[Nexus Alert @nexus_alert]

Gaotu's CEO Larry Chen bought his own stock 3 times in a week.

200,000 ADSs, then 73,801, then 59,148. About $758K of open market buys, $GOTU down about a third this year.

Conviction or falling knife?

https://t.co/x3UVnhe3i1

[Nexus Alert @nexus_alert]

@unusual_whales Morale is low at the top, and shareholders have little say.

$META scores just 35 out of 100 on board quality. Dual-class shares give insiders voting control, and a staggered board makes them hard to vote out.

Governance grade is 45. Structure sits under the culture story.

[Nexus Alert @nexus_alert]

@EndicottInvests While retail debates the dip, the institutions kept showing up.

897 funds now hold $17.3 billion of $NBIS, the AI cloud infrastructure name, after a run from about $53 to $300 a share.

Big money was accumulating well before the cool-off question.

[Nexus Alert @nexus_alert]

@KobeissiLetter $INTC popped 9% on a Trump soundbite. The filings have not caught up.

Smart money score sits at 22 out of 100, below average, and only 12% of recent filings read bullish.

A headline moved the tape. The paperwork has not. $AAPL

[Nexus Alert @nexus_alert]

Sonic Automotive's founding family just crossed 42.3% ownership without buying a share.

Buybacks shrank the float. Now the Smiths say a take-private is on the table. $SAH

https://t.co/mEP58iWjLU

[Nexus Alert @nexus_alert]

@MMatters22596 One thing a $PLTR buy list skips: its governance score is 35 out of 100. The latest proxy flags dual-class shares, a staggered board, a poison pill, and pay misaligned with performance. Worth a look before buying the dip.

[Nexus Alert @nexus_alert]

@YodaStockInvest $AMD beat last quarter: EPS $1.37 vs $1.31 expected, and management raised guidance on $10.3B in revenue. The earnings are backing the chart, not fighting it.

[Nexus Alert @nexus_alert]

@TW_trades_ Filings show 437 institutions holding $4.8B of $AAOI, about 66.5M shares. Only 6 are 13D/13G blocks, none activist. Big money is already in, just passively.

[Nexus Alert @nexus_alert]

The doctor running Belite Bio's trials just sold $1.4M of stock, days after its FDA filing.

Red flag? He kept 25,000 shares, and the bench sells on scheduled plans.

Read the filing, not the headline. $BLTE
https://t.co/7yncxZCrqa

[Nexus Alert @nexus_alert]

SpaceX just closed the largest IPO in history.

$86B raised. 638.9M shares at $135. A $1.75T debut.

The 8-K shows where it goes: AI compute, launch, and satellites.

https://t.co/O5otTHHNrw $SPCX

[Nexus Alert @nexus_alert]

Truist just handed its $549B bank to a new CEO.

Michael Lyons left Fiserv after barely a year. Truist is paying him about $40M to replace the pay he forfeited.

https://t.co/V03lUbMhwh $TFC $FISV

[Nexus Alert @nexus_alert]

Fox is buying Roku for $22 billion.

The catch: $160 a share, but only $96 is cash. The rest is Fox stock, so the payout floats until close.

Founder Anthony Wood even joins the Fox board.

$ROKU $FOXA
https://t.co/FEnTEsSLPJ

[Nexus Alert @nexus_alert]

The activist who beat Masimo's founder just cashed out $826 million.

4,590,873 shares converted to $180 each as Danaher's $9.9B buyout closed.

The whole exit lives in one filing.

https://t.co/M09FZS2SLA

$MASI $DHR

[Nexus Alert @nexus_alert]

The VC who wrote one of Robinhood's first checks just bought another $20M of stock.

His 3rd open market buy in 9 days: 680,000 shares, $55M total, all at full market price.

https://t.co/R72tN6eng4

$HOOD

[Nexus Alert @nexus_alert]

@SpaceInvestor_D $LUNR insiders have sold $93.5M of stock since November. CEO Steve Altemus: $52.3M since Dec 23. Co-founder Kamal Ghaffarian: $26.7M, every month since March, last on June 3. All open market sales, mostly preset 10b5-1 plans. The June 8 $0 purchases? Board grants, not buying.

[Nexus Alert @nexus_alert]

@OfonKvng @BingXOfficial Institutions already found this one. $APLD filings show 576 new institutional positions since November and $6.5B in reported 13F value. Vanguard crossed the 5% disclosure line on April 28, now at 5.4%. Quiet accumulation shows up in 13Fs before it shows up in the chart.

[Nexus Alert @nexus_alert]

@GMN_watch The 13G trail backs the interest. Vanguard disclosed a 7.3% stake in $OPEN on April 29. Morgan Stanley crossed 5.3% in February. D.E. Shaw 6.4% and Goldman 5.1% back in November. 487 institutions opened new positions since November. $2.7B in reported value

[Nexus Alert @nexus_alert]

@Defiantclient2 @OQTEC

[Nexus Alert @nexus_alert]

@Defiantclient2 @OQTEC Fair pushback, you're right on the CEO. Avellan's June 2 line was RSU tax withholding (32,754 shares), not a discretionary sale, and he still holds 78.5M shares on a $0 salary. The real selling is American Tower and Rakuten trimming strategic stakes, not management bailing. $ASTS