Daniel
Self-Directed Investor, YouTube Investing Creator
Insider purchases make SoFi, Grab, Nebius and Oracle favorite buys because their executives and directors have committed their own money at prices above today's shares. SoFi CEO Anthony Noto bought $2.25M at $17.29 versus $14 now; Grab's CEO and COO bought about $30.9M, with shares at $2.80 versus $2.89 for the COO; Nebius director Arne Grimme bought $50K at $169.99 versus $165; Oracle director Stephen Rusckowski bought $3.48M at $139.35 versus $126. x.comÂ
SoFi, Grab, Oracle, Uber and Nike stand out because insiders, who know these companies best, are buying big with their own money. SoFi CEO Anthony Noto bought $2.25M at $17.29, now $15.77; Grab CEO Anthony Tan about $30M; Oracle director Stephen Rusckowski $3.48M at $139.35; Uber CEO Dara Khosrowshahi about $10M at $70.96; Nike CEO Elliott Hill and director Tim Cook $1M each near $42, now $33. Insiders sell for many reasons, but skin in the game matters. x.comÂ
Another Nebius director purchase adds to the insider-confidence signal amid the share-price decline. The reported purchase was about $122,000 for 770 shares near $159 each, following earlier director buying. x.comÂ
Insider buying adds a positive signal for Nebius. Per AIStockSavvy, reporting person Arne Grimme bought 353 shares for about $57,000 on October 27-28. x.com x.comÂ
Heavy AI-related borrowing with little to show for it is pressuring Oracle, IREN and Nebius shares. These stocks are beginning to trend lower. x.comÂ
Nebius director Arne Grimme's continued buying is a bullish insider signal for the stock. His latest purchase was Monday at $153.96. x.comÂ
SoFi's CEO buying is the one 'Tail the Whale' signal that has not worked yet. The CEO bought about $2.5 million worth of shares on five occasions this year at $15.73-$18.06, while SoFi now trades at $14.30. x.comÂ
Oracle's OpenAI exposure makes buying its shares here a bet too big to take. x.com x.comÂ
SoFi's CEO keeps buying shares, and insiders buy for only one reason. x.comÂ
Oracle's forecast of a FY29 capex step-down and a limit on additional capital raises supports a return to all-time highs soon. Oracle says it will limit those raises to $20 billion through FY30 and reaffirmed its FY27 outlook of over $90 billion in revenue and $8.10 non-GAAP EPS. The stock remains very overcrowded. x.com x.comÂ
Robinhood's higher revenue and EPS make it clearly stronger than SoFi on these earnings. SoFi's post-earnings rally is unlikely to hold; its shares are headed for single digits. x.com x.comÂ
Oracle's director buying adds an internal-confidence signal to its AI-cloud growth case. Stephen Rusckowski bought $3.48 million of shares on October 9 amid volatility. OCI's bare-metal RDMA networking and its large cloud order backlog remain the basis for the longer-term case, with conversion dependent on data-center capacity coming online. x.comÂ
