| Gilder: Don’t Buy AI Stocks, Do This Instead (ad) |
Trump’s $200 Billion Revolution Changes Everything AI
With 100X faster processing power... and 90% less energy usage... current AI systems could become obsolete. And three companies control the technology that could make it happen.
Discover the “Trillion Dollar Triangle” here. |
|
| Trump Just Backed Tech That Kills Nvidia’s Moat (ad) |
I'm George Gilder, and I've spent over 40 years spotting tech extinction events before they happen—I called Apple, Netflix, and Amazon years before Wall Street, with those early calls leading to gains of 249,900%, 112,700%, and 216,100%. What if I revealed how the entire AI boom is built on technology that could soon become a relic? Every data center, every GPU farm, every overpriced Nvidia chip—done.
A new wafer-scale chip technology is delivering 100X the processing speed of some of the fastest AI chips today at a fraction of the energy cost, and the Trump administration just secured $200 billion to supercharge it. Three companies are building what I call the Trillion Dollar Triangle, and this is Phase I—traditionally when fortunes are made.
See the three titans behind computing's extinction event |
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Recent U.S. Insider Buying | Company | Insider Name | Buy/Sell | Shares | Total Transaction | Transaction Date | Current Price | SEC Filing | ANVS
Annovis Bio | Michael B Hoffman Director | Buy | 713,800 shares @ $2.10 | $1,498,980.00 | 4/2/2026 | $2.28 |  | EJH
E-Home Household Service | Xie Wenshan CEO | Buy | 540,000 shares @ $1.25 | $675,000.00 | 4/1/2026 | $2.00 | | LULU
lululemon athletica | Andre Maestrini CEO | Buy | 3,275 shares @ $151.02 | $494,590.50 | 4/1/2026 | $155.72 | | MXF
Mexico Fund | Saba Capital Management, L.P. Major Shareholder | Buy | 10,800 shares @ $21.28 | $229,824.00 | 4/2/2026 | $21.28 | | VALE
Vale | Sobrinho Sami Arap VP | Buy | 12,990 shares @ $16.11 | $209,268.90 | 4/1/2026 | $16.18 | | VALE
Vale | Parenti Grazielle Tallia Insider | Buy | 10,464 shares @ $16.11 | $168,575.04 | 4/1/2026 | $16.18 | |
| This pattern repeats every year (and nobody talks about it) (ad) |
There's a pattern in the stock market that repeats every single year.
It's not hidden. It's not a secret. The dates are published months in advance.
And almost nobody pays attention to it.
Download The Market Calendar Report Here |
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Recent U.S. Insider Selling | Company | Insider Name | Buy/Sell | Shares | Total Transaction | Transaction Date | Current Price | SEC Filing | AAPL
Apple | Deirdre O'brien SVP | Sell | 30,002 shares @ $255.35 | $7,661,010.70 | 4/2/2026 | $255.92 | | AAPL
Apple | Timothy D Cook CEO | Sell | 64,949 shares @ $254.23 | $16,511,984.27 | 4/2/2026 | $255.92 | | ADI
Analog Devices | Vincent Roche CEO | Sell | 10,000 shares @ $318.14 | $3,181,400.00 | 4/1/2026 | $318.34 | | AFL
Aflac | Post Holdings Co. Ltd. Japan Major Shareholder | Sell | 19,600 shares @ $109.85 | $2,153,060.00 | 4/1/2026 | $110.51 | | ALAB
Astera Labs | Manuel Alba Director | Sell | 183,000 shares @ $107.61 | $19,692,630.00 | 4/1/2026 | $117.14 | | ALAB
Astera Labs | Philip Mazzara General Counsel | Sell | 10,000 shares @ $107.77 | $1,077,700.00 | 4/1/2026 | $117.14 | | ALMU
Aeluma | Jonathan Klamkin CEO | Sell | 20,000 shares @ $13.10 | $262,000.00 | 4/1/2026 | $13.44 | | AMAL
Amalgamated Financial | Sean Searby EVP | Sell | 4,948 shares @ $39.42 | $195,050.16 | 4/1/2026 | $39.40 | | AMZN
Amazon.com | Douglas J Herrington CEO | Sell | 1,000 shares @ $210.50 | $210,500.00 | 4/1/2026 | $209.77 | | ANET
Arista Networks | Charles H Giancarlo Director | Sell | 8,000 shares @ $125.95 | $1,007,600.00 | 4/1/2026 | $126.71 | | APGE
Apogee Therapeutics | Carl Dambkowski Insider | Sell | 5,500 shares @ $84.84 | $466,620.00 | 4/1/2026 | $84.34 | | ARQT
Arcutis Biotherapeutics | Howard G Welgus Director | Sell | 10,000 shares @ $23.88 | $238,800.00 | 4/1/2026 | $23.63 | | CAPR
Capricor Therapeutics | Karimah Es Sabar Director | Sell | 7,529 shares @ $32.00 | $240,928.00 | 4/2/2026 | $32.11 | | CBLL
CeriBell | Raymond Woo CTO | Sell | 11,112 shares @ $18.56 | $206,238.72 | 4/1/2026 | $18.57 | | CDNS
Cadence Design Systems | Paul Cunningham VP | Sell | 1,000 shares @ $280.19 | $280,190.00 | 4/1/2026 | $278.72 | | CIEN
Ciena | Gary B Smith CEO | Sell | 2,952 shares @ $415.51 | $1,226,585.52 | 4/1/2026 | $448.42 | | CIEN
Ciena | Jason Phipps SVP | Sell | 22,014 shares @ $409.80 | $9,021,337.20 | 4/1/2026 | $448.42 | | COF
Capital One Financial | Lia Dean Insider | Sell | 1,692 shares @ $185.61 | $314,052.12 | 4/1/2026 | $181.98 | | COF
Capital One Financial | Celia Karam Insider | Sell | 1,099 shares @ $185.61 | $203,985.39 | 4/1/2026 | $181.98 | | CRCL
Circle Internet Group | Jeremy Fox-Geen CFO | Sell | 7,200 shares @ $98.04 | $705,888.00 | 4/1/2026 | $90.07 | | CRCL
Circle Internet Group | Jeremy Fox-Geen CFO | Sell | 4,238 shares @ $90.00 | $381,420.00 | 4/2/2026 | $90.07 | | CRCL
Circle Internet Group | Patrick Sean Neville Director | Sell | 30,000 shares @ $98.04 | $2,941,200.00 | 4/1/2026 | $90.07 | | CRCL
Circle Internet Group | Patrick Sean Neville Director | Sell | 5,000 shares @ $98.04 | $490,200.00 | 4/1/2026 | $90.07 | | CRWV
CoreWeave | Brian M Venturo Insider | Sell | 912,122 shares @ $79.18 | $72,221,819.96 | 4/1/2026 | $82.24 | | CRWV
CoreWeave | Brian M Venturo Insider | Sell | 489,802 shares @ $80.50 | $39,429,061.00 | 4/2/2026 | $82.24 | | CRWV
CoreWeave | Michael N Intrator CEO | Sell | 200,000 shares @ $78.77 | $15,754,000.00 | 4/1/2026 | $82.24 | | CRWV
CoreWeave | Michael N Intrator CEO | Sell | 244,017 shares @ $78.77 | $19,221,219.09 | 4/1/2026 | $82.24 | | CVNA
Carvana | Stephen R Palmer VP | Sell | 1,000 shares @ $317.50 | $317,500.00 | 4/1/2026 | $313.99 | | CVNA
Carvana | Mark W Jenkins CFO | Sell | 12,750 shares @ $310.35 | $3,956,962.50 | 4/1/2026 | $313.99 | | CVNA
Carvana | Benjamin E Huston COO | Sell | 10,000 shares @ $309.86 | $3,098,600.00 | 4/1/2026 | $313.99 | | DBX
Dropbox | Andrew Houston CEO | Sell | 111,166 shares @ $22.89 | $2,544,589.74 | 4/1/2026 | $23.40 | | DDOG
Datadog | Amit Agarwal Director | Sell | 20,000 shares @ $120.53 | $2,410,600.00 | 4/1/2026 | $120.36 | | DRS
Leonardo DRS | Michael Dippold CFO | Sell | 7,071 shares @ $45.38 | $320,881.98 | 4/2/2026 | $46.30 | | DRS
Leonardo DRS | Sally Wallace EVP | Sell | 28,960 shares @ $46.35 | $1,342,296.00 | 4/2/2026 | $46.30 | | ERAS
Erasca | Ebun Garner Insider | Sell | 80,000 shares @ $16.40 | $1,312,000.00 | 4/1/2026 | $17.81 | | ETSY
Etsy | Josh Silverman Insider | Sell | 6,074 shares @ $49.07 | $298,051.18 | 4/1/2026 | $51.60 | | FROG
JFrog | Frederic Simon Director | Sell | 55,000 shares @ $48.34 | $2,658,700.00 | 4/1/2026 | $50.61 | | GME
GameStop | Daniel William Moore Insider | Sell | 7,210 shares @ $22.94 | $165,397.40 | 4/1/2026 | $23.39 | | GME
GameStop | Mark Haymond Robinson General Counsel | Sell | 7,209 shares @ $22.94 | $165,374.46 | 4/1/2026 | $23.39 | | GOOG
Alphabet | Amie Thuener O'toole CAO | Sell | 617 shares @ $289.63 | $178,701.71 | 4/1/2026 | $294.46 | | GOOGL
Alphabet | Amie Thuener O'toole CAO | Sell | 617 shares @ $289.63 | $178,701.71 | 4/1/2026 | $295.77 | | GTM
ZoomInfo Technologies | James M Roth CRO | Sell | 35,723 shares @ $5.87 | $209,694.01 | 4/2/2026 | $5.81 | | HRTG
Heritage Insurance | Timothy Moura Insider | Sell | 25,721 shares @ $25.79 | $663,344.59 | 4/1/2026 | $26.21 | | HRTG
Heritage Insurance | Timothy Moura Insider | Sell | 24,769 shares @ $25.76 | $638,049.44 | 4/2/2026 | $26.21 | | HRTG
Heritage Insurance | Sharon Binnun CAO | Sell | 9,200 shares @ $25.72 | $236,624.00 | 4/1/2026 | $26.21 | | HTFL
Heartflow | Campbell Rogers Insider | Sell | 64,533 shares @ $24.64 | $1,590,093.12 | 4/1/2026 | $24.83 | | IMNM
Immunome | Jack Higgins Insider | Sell | 9,438 shares @ $21.64 | $204,238.32 | 4/2/2026 | $21.84 | | IMNM
Immunome | Max Rosett CFO | Sell | 65,000 shares @ $21.92 | $1,424,800.00 | 4/2/2026 | $21.84 | | IMVT
Immunovant | Eric Venker CEO | Sell | 14,229 shares @ $24.10 | $342,918.90 | 4/2/2026 | $24.50 | | INSM
Insmed | Roger Adsett COO | Sell | 88,060 shares @ $164.63 | $14,497,317.80 | 4/1/2026 | $162.43 | | IOT
Samsara | Dominic Phillips Insider | Sell | 20,139 shares @ $31.81 | $640,621.59 | 4/1/2026 | $32.21 | | IPAR
Interparfums | Jean Madar CEO | Sell | 20,000 shares @ $91.02 | $1,820,400.00 | 4/2/2026 | $90.61 | | JAZZ
Jazz Pharmaceuticals | Bruce C Cozadd Director | Sell | 6,000 shares @ $190.50 | $1,143,000.00 | 4/1/2026 | $186.95 | | KTOS
Kratos Defense & Security Solutions | Deanna H Lund CFO | Sell | 5,000 shares @ $69.63 | $348,150.00 | 4/1/2026 | $67.31 | | KTOS
Kratos Defense & Security Solutions | William A Hoglund Director | Sell | 30,500 shares @ $71.19 | $2,171,295.00 | 4/1/2026 | $67.31 | | LIF
Life360 | John Philip Coghlan Director | Sell | 4,000 shares @ $41.32 | $165,280.00 | 4/1/2026 | $40.43 | | MCO
Moody's | Robert Fauber CEO | Sell | 1,467 shares @ $437.77 | $642,208.59 | 4/1/2026 | $440.86 | | MDB
MongoDB | Hope F Cochran Director | Sell | 1,566 shares @ $249.33 | $390,450.78 | 4/1/2026 | $253.12 | | MPWR
Monolithic Power Systems | Saria Tseng EVP | Sell | 1,400 shares @ $1,133.52 | $1,586,928.00 | 4/1/2026 | $1,118.49 | | MTG
MGIC Investment | Timothy J Mattke CEO | Sell | 139,202 shares @ $26.49 | $3,687,460.98 | 4/2/2026 | $26.50 | | MU
Micron Technology | April S Arnzen EVP | Sell | 40,000 shares @ $347.39 | $13,895,600.00 | 4/1/2026 | $366.24 | | NCNO
nCino | Pierre Naude Director | Sell | 22,700 shares @ $16.75 | $380,225.00 | 4/2/2026 | $17.10 | | NEM
Newmont | Peter Toth EVP | Sell | 3,000 shares @ $113.09 | $339,270.00 | 4/1/2026 | $114.13 | | NFLX
Netflix | Spencer Adam Neumann CFO | Sell | 28,630 shares @ $98.00 | $2,805,740.00 | 4/2/2026 | $98.66 | | NPKI
NPK International | Gregg Piontek CFO | Sell | 35,000 shares @ $14.51 | $507,850.00 | 4/1/2026 | $14.44 | | NTRA
Natera | Solomon Moshkevich Insider | Sell | 3,000 shares @ $202.30 | $606,900.00 | 4/1/2026 | $207.98 | | NUVL
Nuvalent | Alexandra Balcom CFO | Sell | 11,430 shares @ $105.21 | $1,202,550.30 | 4/1/2026 | $105.43 | | OKLO
Oklo | Richard Craig Bealmear CFO | Sell | 16,342 shares @ $51.08 | $834,749.36 | 4/1/2026 | $48.15 | | OKLO
Oklo | Jacob Dewitte CEO | Sell | 60,000 shares @ $50.25 | $3,015,000.00 | 4/1/2026 | $48.15 | | OKLO
Oklo | Jacob Dewitte CEO | Sell | 140,000 shares @ $50.39 | $7,054,600.00 | 4/1/2026 | $48.15 | | OKTA
Okta | Eric Robert Kelleher Insider | Sell | 2,409 shares @ $80.00 | $192,720.00 | 4/1/2026 | $80.19 | | PANW
Palo Alto Networks | Josh D Paul CAO | Sell | 1,100 shares @ $161.40 | $177,540.00 | 4/1/2026 | $163.21 | | PANW
Palo Alto Networks | Dipak Golechha EVP | Sell | 5,000 shares @ $160.42 | $802,100.00 | 4/1/2026 | $163.21 | | PBI
Pitney Bowes | Kurt James Wolf CEO | Sell | 160,289 shares @ $11.06 | $1,772,796.34 | 4/1/2026 | $11.03 | | PBI
Pitney Bowes | Kurt James Wolf CEO | Sell | 39,919 shares @ $11.14 | $444,697.66 | 4/2/2026 | $11.03 | | PLAB
Photronics | Mitchell G Tyson Director | Sell | 10,000 shares @ $42.31 | $423,100.00 | 4/1/2026 | $40.85 | | PLAB
Photronics | Hsueh-Chun Wang COO | Sell | 10,000 shares @ $42.08 | $420,800.00 | 4/1/2026 | $40.85 | | PTCT
PTC Therapeutics | Neil Gregory Almstead Insider | Sell | 52,003 shares @ $69.04 | $3,590,287.12 | 4/1/2026 | $67.77 | | PUBM
PubMatic | Rajeev K Goel CEO | Sell | 49,916 shares @ $8.17 | $407,813.72 | 4/2/2026 | $8.27 | | QS
QuantumScape | Jeffrey B Straubel Director | Sell | 27,106 shares @ $6.17 | $167,244.02 | 4/2/2026 | $6.36 | | QS
QuantumScape | Timothy Holme CTO | Sell | 127,077 shares @ $6.18 | $785,335.86 | 4/2/2026 | $6.36 | | QS
QuantumScape | Timothy Holme CTO | Sell | 34,254 shares @ $6.18 | $211,689.72 | 4/2/2026 | $6.36 | | RBLX
Roblox | Gregory Baszucki Director | Sell | 16,666 shares @ $57.95 | $965,794.70 | 4/1/2026 | $60.14 | | RMBS
Rambus | Luc Seraphin CEO | Sell | 5,426 shares @ $86.65 | $470,162.90 | 4/2/2026 | $93.03 | | ROKU
Roku | Neil D Hunt Director | Sell | 2,000 shares @ $95.54 | $191,080.00 | 4/1/2026 | $97.66 | | RUN
Sunrun | Lynn Michelle Jurich Director | Sell | 50,000 shares @ $14.07 | $703,500.00 | 4/1/2026 | $13.50 | | SPOT
Spotify Technology | Gustav Soderstrom CEO | Sell | 20,833 shares @ $473.52 | $9,864,842.16 | 4/1/2026 | $488.48 | | SPOT
Spotify Technology | Alex Norstrom CEO | Sell | 5,436 shares @ $479.51 | $2,606,616.36 | 4/1/2026 | $488.48 | | SYM
Symbotic | William M Boyd III Insider | Sell | 5,115 shares @ $55.99 | $286,388.85 | 4/1/2026 | $53.37 | | SYRE
Spyre Therapeutics | Sheldon Sloan Insider | Sell | 7,958 shares @ $50.00 | $397,900.00 | 4/1/2026 | $47.58 | | SYRE
Spyre Therapeutics | Scott L Burrows CFO | Sell | 7,500 shares @ $49.34 | $370,050.00 | 4/1/2026 | $47.58 | | TASK
TaskUs | Jarrod Johnson Insider | Sell | 25,000 shares @ $6.78 | $169,500.00 | 4/1/2026 | $6.94 | | TOST
Toast | Jonathan Vassil CRO | Sell | 6,438 shares @ $26.19 | $168,611.22 | 4/2/2026 | $26.44 | | TOST
Toast | Stephen Fredette President | Sell | 7,289 shares @ $26.19 | $190,898.91 | 4/2/2026 | $26.44 | | TOST
Toast | Elena Gomez CFO | Sell | 8,929 shares @ $26.19 | $233,850.51 | 4/2/2026 | $26.44 | | TOST
Toast | Aman Narang CEO | Sell | 13,463 shares @ $26.19 | $352,595.97 | 4/2/2026 | $26.44 | | ULS
UL Solutions | Jennifer F Scanlon CEO | Sell | 12,500 shares @ $85.50 | $1,068,750.00 | 4/1/2026 | $84.65 | | VRTX
Vertex Pharmaceuticals | Joy Liu EVP | Sell | 978 shares @ $449.17 | $439,288.26 | 4/1/2026 | $438.71 | | W
Wayfair | Jon Blotner Insider | Sell | 4,790 shares @ $72.19 | $345,790.10 | 4/2/2026 | $72.77 | | WLFC
Willis Lease Finance | Austin Chandler Willis CEO | Sell | 3,400 shares @ $173.55 | $590,070.00 | 4/1/2026 | $175.89 | | ZLAB
Zai Lab | Joshua L Smiley Insider | Sell | 9,614 shares @ $20.39 | $196,029.46 | 4/2/2026 | $20.41 | | ZLAB
Zai Lab | Rafael Amado Insider | Sell | 9,910 shares @ $20.39 | $202,064.90 | 4/2/2026 | $20.41 | |
| 10,000 satellites. $1.5 trillion IPO. 7 stocks. (ad) |
SpaceX just crossed 10,000 Starlink satellites in orbit and is targeting a June IPO at a reported $1.5 trillion valuation on $24 billion in revenue - the largest in history.
When SpaceX prices, it sets a new valuation floor for the entire space sector. Seven public space stocks currently trading at a steep discount to that benchmark may be mispriced right now.
Get the free report on 7 space stocks to own before the IPO |
|
Top Insider-Buying Stocks (Last 30 Days) | Company | Shares Purchased | Total Cost of Shares Purchased | Number of Insider Purchases | Number of Insiders Buying | Current Share Price | MarketBeat Consensus Rating | MarketBeat Consensus Price Target | Read More | | KRRO Korro Bio | 1,657,320 | $18,412,560.00 | 9 | 9 | $14.00 | Moderate Buy | $37.29 | | | SSP E.W. Scripps | 246,175 | $1,105,708.00 | 15 | 9 | $3.65 | Reduce | $6.95 | | | PCSA Heatwurx | 13,289 | $33,754.00 | 7 | 7 | $2.77 | Hold | $25.00 | | | EML Eastern | 11,613 | $236,095.00 | 9 | 7 | $20.67 | Hold | $0.00 | | | JAN JAN | 187,000 | $3,740,000.00 | 6 | 6 | $23.94 | N/A | $0.00 | | | GABC German American Bancorp | 200 | $8,123.00 | 5 | 5 | $42.63 | Moderate Buy | $46.50 | | | GRNT Granite Ridge Resources | 43,158 | $222,814.00 | 8 | 5 | $5.75 | Hold | $0.00 | | | GO Grocery Outlet | 883,905 | $5,292,947.00 | 10 | 4 | $7.22 | Reduce | $10.68 | | | HFFG Hf Foods Group | 22,967 | $40,997.00 | 5 | 4 | $2.03 | Hold | $6.00 | | | FFIN First Financial Bankshares | 4,500 | $131,850.00 | 4 | 4 | $29.98 | Hold | $38.00 | |
Top Insider-Selling Stocks (Last 30 Days) | Company | Shares Sold | Total Cost of Shares Sold | Number of Insider Sales | Number of Insiders Selling | Current Share Price | MarketBeat Consensus Rating | MarketBeat Consensus Price Target | Read More | | FSLR First Solar | 44,014 | $8,654,410.00 | 28 | 11 | $195.32 | Moderate Buy | $247.79 | | | GETY Getty Images | 391,563 | $305,419.00 | 11 | 10 | $0.80 | Reduce | $3.78 | | | SFM Sprouts Farmers Market | 129,750 | $10,566,838.00 | 39 | 10 | $77.54 | Moderate Buy | $101.75 | | | KTOS Kratos Defense & Security Solutions | 85,786 | $6,757,727.00 | 10 | 9 | $67.31 | Moderate Buy | $98.28 | | | SOPH SOPHiA GENETICS | 8,756 | $41,844.00 | 8 | 8 | $5.04 | Hold | $7.00 | | | SOUN SoundHound AI | 307,973 | $2,091,110.00 | 7 | 7 | $6.78 | Moderate Buy | $14.93 | | | STOK Stoke Therapeutics | 69,699 | $2,526,714.00 | 12 | 7 | $32.74 | Moderate Buy | $41.83 | | | JOBY Joby Aviation | 60,744 | $542,372.00 | 15 | 7 | $8.50 | Reduce | $13.81 | | | LSCC Lattice Semiconductor | 18,565 | $1,694,766.00 | 10 | 7 | $95.02 | Moderate Buy | $102.64 | | | GRDN Guardian Pharmacy Services | 9,726,405 | $288,679,700.00 | 7 | 7 | $37.86 | Buy | $39.20 | |
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