RJ Hamster
MarketBeat
| UnsubscribeA message from our partners at i2i Marketing Group, LLCWhat Comes After Solar?Early capital doesn’t chase yesterday’s stories – it looks for what comes next. And as solar power matures, a new opportunity is forming beyond installation and generation.More than 7 billion solar panels are already in use worldwide. As that infrastructure ages, there’s a hidden gap quietly creating a real opportunity.Markets tend to react after these shifts become obvious. Early movers position before they do.See the how this is all taking shape: Today’s Exclusive NewsThe AI Tech Paradox: Insiders Sell, the Case for Buying Gets StrongerReported by Thomas Hughes. Originally Published: 1/5/2026. In BriefInsiders sell AI-related tech stocks after massive run-ups, but investors shouldn’t worry.Underlying trends suggest these stocks, including NVIDIA, will continue to advance or stage rebounds in 2026.Institutions and analysts accumulated in 2025, pointing to solid upside in 2026.Insiders are selling some tech stocks critical to AI, including NVIDIA — a sign of potential risk, but not a reason to panic. The stocks on this list climbed by double digits in 2025, giving employees who receive share-based compensation ample incentive to sell.The roughly 30% to 115% gains posted by year-end created opportunities to take profits, diversify and reallocate capital, and cover the taxes that come with large equity payouts.Trump Did WHAT?? (Ad)While President Trump’s official salary is $400,000 per year… his tax returns reveal he’s been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn’t touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies…Discover how to invest in the fund Trump uses to collect this income >>Although insiders — from CEOs and CFOs to directors and large shareholders — have been selling, investors should focus on what’s driving these big price moves and how other market participants are responding. In most cases, AI and its impact across the tech stack are the primary drivers, and the market overall is accumulating shares.NVIDIA Insiders Sell Heavily in 2025: GPU Demand Remains HotNVIDIA (NASDAQ: NVDA) insiders, including CEO Jensen Huang, sold heavily in 2025, with activity continuing through the end of December. Even after those sales, insiders still own a meaningful 4.2% stake, and other market groups are accumulating. Data tracked by InsiderTrades.com shows that institutions contributed to volatility in Q4 2025 by selling on balance, but the year’s overall activity remains bullish.Institutions bought on balance in the first three quarters of the year, purchasing more than $2.50 for each $1 sold, and ended the year controlling over 65% of outstanding shares. Activity in the first week of 2026 extended the bullish trend, with institutions buying roughly $2.85 for each $1 sold. Analysts have been raising price targets and, on consensus, forecast about 40% upside for 2026.CoreWeave Insiders Cap Gains in 2025: GPU Capacity Is Sold OutCoreWeave (NASDAQ: CRWV) insiders, who own about 25% of the company, capped gains in 2025 through sales. The stock rallied sharply midyear, creating an irresistible opportunity for insiders to monetize gains. Although the share price has pulled back from its highs, it still trades roughly 100% above its IPO price and appears positioned to rebound.Institutions, which own about 30% of the stock, bought the Q4 dip, netting more than $2.00 in purchases for each $1 sold. Meanwhile, analysts have tightened forecasts around consensus in the second half of 2025, leaving a robust 55% upside baked into estimates. CoreWeave’s 2025 catalysts include monetizing its sold-out AI capacity and continuing expansion plans.Broadcom Insiders Take Profits: Custom GPUs, ASICs, and Infrastructure in High DemandBroadcom (NASDAQ: AVGO) is well positioned to supply custom AI infrastructure, including GPUs, ASICs and platforms. The stock finished the year up nearly 50% despite insider selling, which may continue into 2026. Institutions, which own more than 75% of shares, accumulated in 2025 and extended that trend in the first week of 2026.If that buying persists, the uptrend is likely to continue and analysts are increasingly supportive. Results and guidance prompted analysts to upgrade the consensus rating from Moderate Buy to Buy and to raise price targets significantly — in some cases by more than 100%. The analysts’ consensus target of $437 in early January implies roughly 27% upside from key support levels; the high-end range implies further upside beyond that.Credo Technologies Rises 90%, Insiders Sell: All the GPU Racks Need to Be ConnectedCredo Technologies (NASDAQ: CRDO) emerged as a preferred provider of optical, high-speed, low-latency connectivity solutions for GPU and datacenter applications in 2025. The stock surged more than 100% at its peak and finished the year up about 90%. Insider selling trimmed late-year gains, but institutions and analysts were accumulating and point to solid upside in 2026.Institutions own more than 80% of the stock, buying on balance in each quarter of 2025 and continuing to purchase in the first week of 2026. Analysts likewise rate the stock a Buy and raised price targets throughout the year, leaving the consensus near $207 at year-end — implying more than 50% upside if reached.Palantir Rises as Enterprise Leans Into AI: Leading the Monetization of AI ApplicationsPalantir (NASDAQ: PLTR) has been among the more successful companies at monetizing AI. Its business has been fueled by private and government demand, growing service penetration and accelerating digital adoption globally. Insiders sold throughout the year, contributing to greater volatility in H2 2025, but that selling has been offset by institutional and analyst activity.Institutions bought on balance every quarter of 2025, purchasing nearly $2 for each $1 sold, and extended that buying into the first week of 2026. Analysts, who were initially slow to recognize Palantir’s potential, are now in a robust upgrade cycle. Numerous year-end price-target increases lifted consensus by more than 300% over 12 months. The consensus implies fair value in early January, while high-end targets suggest roughly 20% upside from key support levels — with new all-time highs possible. This message is a paid sponsorship for i2i Marketing Group, LLC, a third-party advertiser of MarketBeat. Why was I sent this email content?. We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the profiled company’s SEC and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. If you need assistance with your account, feel free to contact MarketBeat’s South Dakota based support team at contact@marketbeat.com. If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here. Copyright 2006-2026 MarketBeat Media, LLC. 345 N Reid Place #620, Sioux Falls, South Dakota 57103-7078. USA.. |
