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CEOs Are Going All In

Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and today, the standout moves came straight from the top, with multiple CEOs stepping in across telecom, semis, and software.

Let’s take a look:

T-Mobile US $TMUS leads things off with a roughly $2 million buy from its President & CEO. 

When a top executive steps in at this size, it’s an obvious sign he likes the risk-reward at current prices. It also suggests the recent consolidation is a constructive development rather than a topping process.

The CEOs of Lattice Semiconductor $LSCC and Roper Technologies $ROP stepped in with meaningful buys of $1.89 million and $5 million, respectively, showing strong confidence in their companies.

Resideo Technologies $REZI delivered the standout transaction of the entire week with a massive $52.97 million purchase from CD&R Investment Associates. 

Northern Dynasty Minerals $NAK saw a major ownership jump from Kopernik Global Investors, who increased their stake from 3.66% to 12.7%. This stock is as speculative as it gets in the gold mining industry, which bodes well for the entire space. 

Greif $GEF’s CFO added $1.43 million in stock — and CFO buys always stand out. 

Nobody understands a company’s cash flows, margins, and real-time financial trajectory more clearly, so when the finance chief steps up, it often hints at powerful information beneath the surface.

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Happy Sunday.

Steve