Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
Let’s take a look:
Kymera Therapeutics $KYMR kicked things off with Baker Bros increasing their stake from 9.30% to 10.90%.
When Baker Bros adds, it’s worth paying attention — they’re widely regarded as the gold standard in biotech investing, with a long track record of identifying winners early.
We’re stepping in alongside them as KYMR pushes through the upper bounds of a base, setting up a clean breakout attempt.
Salesforce $CRM followed with a massive $25 million purchase from VA Partners.
Big checks in software names feel timely as the group continues to power higher and play catch-up.
MGM Resorts $MGM saw a $39.90 million buy from IAC. That’s serious size, and it comes as the overall price action in travel and leisure stocks continues to improve.
Hycroft Mining $HYMC showed up again with an additional $5.7 million buy from Eric Sprott.
We just dropped a fresh Screamin’ Hot Report with a trade idea on this one — definitely worth a look.
TeraWulf $WULF saw an original 13G from Citadel who reported a 5.4% stake.
Institutional interest continues to build across crypto-linked infrastructure names, and this is just the latest example of that theme showing up on our list.
MSCI $MSCI Chairman & CEO stepped in with a $6.7 million purchase. That’s classic leadership with a big buy in a high-quality company.
And finally, Alpha Metallurgical Resources $AMR closed out the week with a $6.3 million insider buy.
We’re liking coal stocks here. The theme is lining up, and the insiders are starting to agree.
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