Rare Earths and Tim Moore

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

📌 GeneDx Holdings $WGS — Casdin Partners GP purchased $21.46 Million via Form 4.

Eli Casdin’s healthcare-focused investment firm aggressively adding exposure to the genetics stock. 

📌 MP Materials $MP — COO Michael Rosenthal purchased $962,540 via Form 4.

Senior operating executive adding meaningful exposure to the rare earths producer.

Here’s The Hot Corner, with data from May 20, 2026:

📌 Wolfspeed $WOLF — Sculptor Capital filed an original 13G at 6.16%.

Multi-strategy investment firm initiating a sizable position in the semiconductor company as it emerges out of bankruptcy. 

📌 Rep. Tim Moore — disclosed a buy in AT&T $T in the $15,000 - $50,000 range.