Watchlist / tech-insider-buys
Watchlist / tech-insider-buys
current roster plus event stream
Tech-centric insider buying monitor. Combines our tech universe tickers with Finviz insider buying discovery. Goal: find tech names where insiders are putting their own money in — the strongest conviction signal. Run weekly to catch new buying.
Showing 120 of 1806 events.
| 1D | 7D | 30D | 3M | 1Y | |
|---|---|---|---|---|---|
| cohort | -2.5% | -2.2% | -3.2% | +22.8% | +25.7% |
| SPY | -1.2% | -1.0% | -1.2% | +3.5% | +14.4% |
| Δ | -1.3% | -1.2% | -2.0% | +19.3% | +11.3% |
equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.
trend: 19 up · 0 flat · 23 down · avg RSI 48 · 71% above SMA200 · covered 42/42
Holdings
KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs rose about 350%
KawzInvests — IDC: Q3 smartphone shipments fell 22%, the worst on record, as memory costs rose about 350%
dylan (@demian_ai) — Nvidia's GTC Berlin supplier release puts dates on packaging, test and substrate ramps, and the orders move a year ahead of capacity
dylan (@demian_ai) — Nvidia's GTC Berlin supplier release puts dates on packaging, test and substrate ramps, and the orders move a year ahead of capacity
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
Photon Capital - TSMC 3Q26: revenue +41% YoY, 4Q guide about +14% QoQ, capital spending held at $60-64B, N2 capacity to double in 2027
Photon Capital - TSMC 3Q26: revenue +41% YoY, 4Q guide about +14% QoQ, capital spending held at $60-64B, N2 capacity to double in 2027
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
SemiAnalysis — ASML is building a hybrid bonding tool
SemiAnalysis — ASML is building a hybrid bonding tool
dylan (@demian_ai) — ASML's long-term contract liabilities jumped almost €6B in a quarter: demand with money attached
dylan (@demian_ai) — ASML's long-term contract liabilities jumped almost €6B in a quarter: demand with money attached
Serenity — Asian coverage of Hock Tan's DBS remarks has him defending OpenAI, not calling AI a casino
Serenity — Asian coverage of Hock Tan's DBS remarks has him defending OpenAI, not calling AI a casino
Satya Nadella — Maia becomes Microsoft's primary inference system at multi-gigawatt scale starting next calendar year
Satya Nadella — Maia becomes Microsoft's primary inference system at multi-gigawatt scale starting next calendar year
Feed generated 2026-10-23.