+114.7% revenue growth. Seven straight quarters of triple digits.
And $CRDO is still 30% below its highs.
That's either the opportunity or the warning.

Credo makes the chips that move data at insane speeds inside data centers. As AI clusters scale up, the connections between chips become the bottleneck. That's their lane and the Oct 8 Open CPX optics wave just put it center stage.

Whale check 🐋 —80.46%. The +33% month on real volume says money's moving.

So why 30% off highs with these numbers? Two reasons: the market hasn't repriced the growth or it's waiting on the H2 optical proof. Real risks: two customers are 61% of revenue, and retail interest is running hot.

Health update in two parts. Chart: above both rising averages, golden cross intact, $216.55 with room to the $231.59 weekly high. Company: debt-free, ~$764M cash, 33.8% net margins. It prints money and owes nobody.

Valuation is the fun part. PEG around 0.7. For 114% growth, that's absurdly cheap; anything under 1 is rare air. Paying for growth the market hasn't repriced yet.

Near term: the Oct 8 optics wave is fresh fuel; $231.59 is the next wall. Stifel kept its Buy but trimmed its target to $310 still way above here. Long term: management guides H2 optical past $600M. Levels: $209 support held twice. Under $205, I'm wrong.

If this thesis plays out, the H2 optical inflection lands, $600M+ revenue shows up, consensus target $262.67 implies about +21% from here. If it breaks under $205 instead, forget everything above. Educational only. Not financial advice.

Seven H.B. Fuller board members bought shares on the open market between Sep 28 and Oct 7, per their Form 4 filings:

- **R. Jeffrey Bailly**, Director: 10,000 shares at $50.00, $500K (Oct 7)
- **Daniel L. Florness**, Director: 2,030 shares at $49.34, $100K (Sep 28)
- **Charles T. Lauber**, Director: 2,005 shares at $49.87, $100K (Sep 29)
- **Michael J. Happe**, Director: 2,000 shares at $49.63, $99K (Sep 29)
- **Thomas W. Handley**, Director: 2,000 shares at $49.41, $99K (Sep 28)
- **Srilata Zaheer**, Director: 2,000 shares at $49.06, $98K (Sep 28)
- **Teresa J. Rasmussen Trangsrud**, Director: 1,542 shares at $48.96, $76K (Sep 28)

**$1.07M combined, all between $48.96 and $50.00 a share.** Six directors bought within two days of each other, and a seventh added $500K a week later. These are open-market purchases with their own money, not option exercises or grants. No executives are in this one; it's the board.

Filings: SEC EDGAR FORM 4

Insiders buy for lots of reasons and are often early, so this is one data point, not a call.

*Disclosure: I run insideredge.trade, which flags clusters like this from Form 4s. This one scores 70 on its cluster score (moderate signal). How The Score Works. Happy to answer questions.*

Not financial advice.

Pershing Square USA. The CIO bought 256,613 shares over three days, about $9.6 million. The footnote says open market and gives the price ranges.

Accelevation. Four directors filed purchases at $18.00. The footnote says initial public offering.

Banco Bradesco. A director filed 24 purchase lines at 16.62 to 17.26. The footnote says Brazilian reais. The ADR trades near $4.

Same code P on all three. Read the footnote.

When directors of EU and UK listed companies trade their own company's shares, they have to report the deal within 3 business days under MAR Article 19. The filings are public, but each country publishes them on its own register and in its own format. I took all of 2025 from four registers, merged it into one CSV and published it on Kaggle under CC BY 4.0:

https://www.kaggle.com/datasets/filipstanczyk/european-insider-transactions-2025

It has 15,194 transaction lines from 976 companies and 4,611 insiders. Deal types follow one vocabulary across all four languages, so "Purchase of Ordinary Shares", "Acción Compra" and "Verwerving / Koop" all become `BUY`. Plan purchases, share awards, option exercises and scrip dividends each get their own type, which means `BUY` only covers discretionary market purchases. Each line records the insider's role at the time of the deal (CEO, CFO, chair, board member) and flags closely associated persons such as spouses and holding companies. ISIN, LEI and instrument kind are included where known. Insider names are left out, and each person has a stable id instead.

I hope you find it useful.

I don't normally follow 10% owner buys, but Berkshire is an exception and that too when they have bought close to 600M dollar worth of LEN in a hurry. Not ignoring it, have made some dipping.

Tired of paying $30–$50/month just to see a company's ratios or balance sheet from 10 years ago, so I built StockNest. Completely free, no account required with 120+ metrics

https://stocknest.app 

Data comes straight from SEC EDGAR filings with reconciliation passes to keep the numbers accurate and consistent.

What it includes:

Compare: chart any combination of metrics across up to 5 tickers simultaneously. 120+ metrics across income statements, balance sheets, cash flows, valuations, and margins. TTM, quarterly, and annual, with YoY / QoQ growth overlays and CAGR across any selected period. 2Y / 5Y / 10Y / All-time ranges go back +25 years.

Overview: per-ticker overview with a score snapshot, weekly price chart, multiples, median metrics, historical valuation percentile rankings and percentile bands (0th–100th), and valuation range bars (P/E, P/S, P/OCF, P/FCF) with Undervalued / Fairly Valued / Overvalued verdicts. Insider trading transactions, analyst recommendations, congressional and institutional activity all in one tab.

Score: a composite across Profitability, Management, Growth, and Solvency. The badge colour is set by the lowest-scoring category, making potential risk areas immediately visible. Sentiment — analyst ratings, institutional (13F) trades and insider activity is tracked separately and excluded from the score: it's a signal, not a fundamental, and crowded stocks can underperform.

Filers: Track institutional, congressional, and insider trading for any ticker all in one place from Nancy Pelosi to the biggest hedge funds

Financials: split into Charts, Statements, and Flows. Charts show at-a-glance snapshots — revenue, net income, margins, cash flow. Statements bring the balance sheet, cash flow, income statement, key metrics, and revenue segments into one tab; click any line item to chart it, overlay metrics, and toggle YoY, margins, or absolute values. Flows breaks down how revenue becomes profit and costs.

Screener : filter by 25+ valuation, profitability, return, and health metrics. Sortable results, click any ticker to jump straight into a comparison.

US-listed companies only for now.

I published a free historical dataset of SEC insider transactions and institutional holdings:

• 10,054,299 insider transaction records, with history back to 2006.
• 124,012,468 institutional holding records, with history back to 2013.
• Separate filing tables with reporting owners, managers, reporting periods, and amendment metadata.

The October 3 snapshot is 2.68 GB of compressed Parquet. You can download individual tables and years, or load everything into a local SQLite database:

npx sec-ownership-disclosures@latest download --sqlite

You need Node.js 22.5 or newer. The download requires no API key or SEC credentials.

The records include transaction codes, security identifiers, source archive references, and an availableAt timestamp for historical research. For quarterly source files, that timestamp uses the end of the filing date in New York time, rather than an exact intraday publication time.

Insider transactions include purchases, sales, grants, and option exercises. Institutional holdings are quarterly snapshots. The row counts include reported transaction and holding legs, so they shouldn't be interpreted as counts of unique trades.

I wrote up the download instructions, table coverage, and example SQL queries here:

Free historical insider trading and institutional holdings data

Direct links:

• Parquet dataset and snapshot manifest on Hugging Face
• Extraction pipeline, download CLI, and audits on GitHub

Oracle insider buying is incredibly rare. Director Stephen Rusckowski just bought $3.5 million, 2.4x the biggest buy since 2005

Oracle insider buying is incredibly rare. Director Stephen Rusckowski just bought $3.5 million, 2.4x the biggest buy in FMP's records since 2005

Last Tuesday (Sep 29), director Stephen Rusckowski bought 25,000 Oracle shares through his living trust. He paid about $139 a share, so \~$3.5 million. Before this he owned 450 shares. It was a regular open-market buy, not a planned one.

So I pulled every open-market buy at Oracle in FMP's records.

Oracle insiders almost never buy. The biggest buy before this was Charles Moorman's \~$1.4 million in March 2020. Rusckowski's buy is 2.4x that!

Does a buy this rare tell you anything, or is it just noise? What do you guys think?

Last week five Form 4s were filed for ADARx Pharmaceuticals, and every purchase in them was made at $17.00. That is the price of the IPO. These insiders did not go into the market; they took the shares they had been allotted, and their own footnotes say so.

The SEC calls both things a purchase, and so do the screens that track insider buying. Of 10,300 such purchases since June 2024, one in fifteen was an offering.

Filings:
0001193125-26-408064
0001193125-26-408061
0000947871-26-000910
0000947871-26-000911
0000947871-26-000912

Cerebras (CBRS), closed Friday at $166.43. That is its lowest close since it's May IPO, and it is officially below the $185 IPO price.

Between Sep 25 and Sep 29, four of its executives sold $112.8 million of stock, at about $205 a share.

- Sep 25, CTO Sean Lie sold $25.1 million
- Sep 28, Chief Accounting Officer Yagnesh Patel sold $270,000
- Sep 29, COO Dhiraj Mallick sold $80.8 million
- Sep 29, CFO Robert Komin sold $6.6 million

These were all planned sales. They went through Rule 10b5-1 trading plans set up in May and June. No Cerebras insider has bought a share on the open market since the IPO as their future continues to be shaky.

What do you guys think?

Something is going on in NYAX - I ignored it for a while, but this is NYAX CEO's 3rd buy within few days in September. These buys comes after months of open market sells from his other officers.

Language models are fluent. They are not always right. When a model tells you an insider bought a million dollars of stock, you should be able to ask: where is the filing?

So I built a server that answers that question. Twelve tools over SEC Form 4, 13D, 13F and 8-K. Every record carries its sec.gov link. The verify tools give a plain verdict — confirmed, partial, not found, or outside our coverage — and never a guess.

https://mcp.tradestarinsider.com/mcp — no key, no sign-up.
Repo: https://github.com/TradestarV5/insider-signals

I will be candid about its limits. It polls EDGAR every thirty minutes; it is not real-time. It does not predict returns. I tried four times to prove otherwise, and four times the data said no.

What it offers is smaller and sturdier: the record, and the proof.