Dear Friend,
A company just built the most powerful AI model on Earth.
Then did something nobody in business does.
It refused to sell it.
Not at any price. Not to anyone.
Why? Because by its own assessment, this technology is too dangerous for the public.
Instead, it handed it to a small, guarded circle.
That circle now includes Apple, Microsoft, NVIDIA, JPMorgan - and NATO.
In its first weeks, this system found over 10,000 serious security holes in the code running banks, hospitals, and power grids. Flaws no human had ever found.
At one bank, it stopped a $1.5 million fraud in progress.
The company that built this weapon hit $47 billion in revenue and nearly $1 trillion in valuation faster than any company in history.
Now it's going public - possibly as soon as October.
Early investors are sitting on 23,000% returns. Regular investors have been locked out of every round.
Until now.
See the one legal way to own a piece before October >>
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets
AI Insider Activity: Are Sales Across 3 Key Stocks Noteworthy or Just Noise?
Author: Leo Miller. Originally Published: 7/7/2026.
Key Points
- Alibaba’s recent insider selling was dominated by one large discretionary sale from President J. Michael Evans.
- Cerebras insiders have sold shares after the company’s IPO, but the volume appears limited relative to the shares eligible for sale.
- CoreWeave’s insider sales are much larger and more persistent, creating a more meaningful overhang for investors.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Insiders are selling shares in three key names tied to very different parts of the artificial intelligence (AI) value chain. That includes one of the world’s largest AI model developers, the newest AI chip developer to go public, and the market’s largest neocloud. But insider sales often send mixed and sometimes unclear signals. So, are these latest moves just noise, or do they tell investors something meaningful?
Alibaba Sees Spike in Sales, But Only One Matters
Alibaba Group (NYSE: BABA) is best known for its massive Chinese e-commerce platform. However, outside the United States, Alibaba is also one of the world’s largest investors in AI. The company has developed its Qwen family of models. Although not necessarily considered a “frontier model," Qwen has shown strong capabilities from an intelligence perspective.
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The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was the trigger. Benedict, who delivered a 279% return on cash in 2025 across a 20-year winning streak, says the listing launched what he calls the 'Final Phase of Elon's Master Plan.'
He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.
Watch the video now to get the ticker name and full trade detailsNotably, Alibaba has recently seen a spike in insider sales. Sales totaled nearly $71 million in Q2, all occurring in late June. None of these sales came under a predetermined 10b5-1 plan, indicating that they were discretionary in nature. However, for many of these transactions, that ultimately doesn’t appear to be the case. Aside from company president Michael Evans' $68.3 million sale, insiders sold shares to pay taxes on restricted stock units. As a result, those sales were neither discretionary nor especially worrisome. Evans’ sale, however, stands out by far and was discretionary. On June 29, 2026, he sold nearly all of his held shares in two transactions, reducing his stake from 720,000 to just 28,000 shares.
Overall, this extremely large sale is moderately concerning. Still, only one individual made a move like this. Going forward, investors may want to watch whether other insiders reduce their holdings to a similar degree, which would indicate meaningful hesitation among insiders.
Insider Sales Eclipse $20 Million After Cerebras IPO
Cerebras Systems (NASDAQ: CBRS) went public in May 2026, coming to market with a highly unusual product in the AI semiconductor space. The industry knows the company for its “wafer-level” chips. Most semiconductors are cut from a single wafer during manufacturing. In Cerebras’ case, each chip is the size of an entire wafer. The company argues that this design improves efficiency and has signed deals with OpenAI and Amazon.com (NASDAQ: AMZN) to supply chips.
However, shares have tanked since the IPO, falling by well over 30%. Cerebras also uses a staggered IPO lock-up expiration, which allows insiders to sell shares before the typical 90- to 180-day waiting period ends. As a result, insiders have sold approximately $21 million worth of shares over recent weeks. None of these sales came under 10b5-1 plans. Overall, insiders appear to be seeking liquidity even as shares have fallen sharply, which is somewhat concerning at first glance.
It is also important to note that nearly 28 million shares held by directors, officers and nonemployee investors became eligible for sale after Cerebras’ latest earnings report. Actual reported insider sales so far, however, represent only a small fraction of that amount, suggesting insiders may be showing restraint despite having a much larger potential selling window.
CoreWeave’s Sales Reach All-Time High Levels in Q2
CoreWeave (NASDAQ: CRWV) is AI’s best-known neocloud. The company has seen a high level of insider selling since going public in March 2025. Overall, MarketBeat has tracked nearly $8.5 billion in insider sales in the last 12 months. Notably, CoreWeave’s insider sales dropped significantly to $396 million in Q1 2026. That compares with sales above $2 billion in each of the prior two quarters, suggesting CoreWeave’s sales may have been trending down. However, Q2 2026 turned out to be the company’s largest quarter of insider sales yet, with the figure reaching $3.27 billion.
The vast majority of CoreWeave’s insider sales come through 10b5-1 plans. While that is often a mitigating factor, the company’s raw sales volume is so large that it doesn’t change the overall picture much. Insiders have shown a pattern of selling this stock in large quantities, which is a real warning sign for investors. In addition, as shares rose 28% in Q2 2026, insider sales surged as well, putting pressure on the rally as insiders sold into strength. Overall, CoreWeave’s insider sales are not only bearish indicators but also create a structural overhang on further appreciation.
CoreWeave Sales Raise Red Flags; Monitor Alibaba and Cerebras
Taken together, CoreWeave’s insider sales are the only ones that should raise real concern among investors at this point. The scale and persistence of the selling create a structural overhang that is difficult to ignore, even if many transactions were executed under 10b5-1 plans.
Alibaba and Cerebras still deserve monitoring, but their recent insider activity looks more isolated or restrained by comparison. For investors, the real signal is not that AI insiders are selling. It is whether those sales are routine liquidity events, post-IPO monetization, or evidence that insiders see limited upside after a powerful run.
2 AI Stocks That Could Benefit as AI Moves Beyond the Data Center
Author: Thomas Hughes. Originally Published: 7/5/2026.
Key Points
- NVIDIA remains the clearest large-cap AI infrastructure winner, with record revenue, strong analyst support and expanding opportunities beyond GPUs.
- SoundHound AI offers a smaller, higher-risk AI software story built around voice, agentic AI, OASYS and the pending LivePerson acquisition.
- Both stocks still carry risks, including valuation expectations for NVIDIA and dilution, acquisition integration and cash burn concerns for SoundHound AI.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
2026 investment themes include a fundamental misunderstanding of how AI is affecting long-term growth, revenue, and earnings strength for mission-critical companies. AI, unlike other tech fads, is persistent. It represents the evolution of technology and the future of tech as we know it, not a passing craze soon to be eclipsed.
Evidence of the market’s disconnect can be seen in the Q1 S&P 500 reporting results, which outperformed consensus estimates by more than 1,000 basis points heading into the reporting cycle.
This is what I’m recommending my readers do now that SpaceX is public… (Ad)
The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was the trigger. Benedict, who delivered a 279% return on cash in 2025 across a 20-year winning streak, says the listing launched what he calls the 'Final Phase of Elon's Master Plan.'
He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.
Watch the video now to get the ticker name and full trade detailsThe underlying cause is an irrational fear of AI disruption that fails to account for the fundamentals. In reality, AI demand is driven by contracted backlogs tied to hyperscalers, which constitute the majority of global cloud computing and form the backbone of today’s internet.
NVIDIA Still Has Multi-Bagger Potential
A “bagger,” in stock market parlance, is a stock with the potential to double in value. A multibagger can potentially rise by several hundred percentage points relative to the reference price, and NVIDIA (NASDAQ: NVDA), which is already a multibagger for AI traders, is on track for another substantial increase. While its revenue is growing rapidly, outpacing estimates and supported by strong guidance, its share price has spent much of the past year in a broad trading range. At these levels, NVIDIA’s valuation does not fully reflect the premium investors often assign to the most important AI infrastructure company in the market.
NVIDIA is not just a GPU play anymore. The GPU story remains central to the outlook, but the cash flow it generates, along with the investments NVIDIA has made, make the company much more than that. Today, NVIDIA is the foundational layer for AI; tomorrow, it will be central to all aspects of AI applications, specifically physical AI and robotics. Physical AI and robotics encompass IoT devices, autonomous machines, and self-driving vehicles, which apply the output generated by those GPU clusters. Revenue growth will be tied to networking, enterprise software, and robotics over the long term.
NVIDIA’s valuation metrics, such as the price-to-earnings (P/E) multiple and analyst trends, suggest near-term upside in the 50% range and 400% to 600% over time, with the high end depending on NVIDIA’s market premium. Analysts, of which MarketBeat tracks 54, rate the stock a consensus Buy and see it advancing by more than 50% at the midpoint target. The trend, the operative factor, points to the high end, which tops out at $500, more than 100% above early-July trading levels.
NVIDIA stock carries no premium as of mid-2026, but it tends to trade in the low- to mid-30x range when the market is fully priced. Looking ahead, the 10-year forecasts put this stock in the mid-single-digit P/E range, an ultradeep value that time will unlock.
SoundHound AI: Building Durable, Sticky, Visible Cash Flows
SoundHound AI (NASDAQ: SOUN) is a value hiding in plain sight because the market is getting it wrong. While investors focus on acquisition and dilution risks, the company is using its fortress-like balance sheet to invest in growth and widen its moat. That moat is based on proprietary contracts and long-term, multiyear agreements that produce sticky, visible revenue streams.
Among the company’s strengths is its three-pronged approach to revenue, which captures all three pillars critical to SaaS success: subscriptions, services, and commerce. Other strengths include the OASYS platform, which enables users to develop and deploy voice-activated agentic AI applications with ease.
Analyst trends reflect the deep-value opportunity. While fears of a SaaS and AI apocalypse weighed on stock prices, coverage increased, sentiment improved, and the consensus price target moved higher. Consensus in mid-2026 suggests more than 120% upside over the next 12 months, with the low end implying more than 30% upside from the 2026 stock price lows.
Catalysts for this stock will likely emerge with the fiscal Q2 earnings release scheduled for early August. Analysts expect updates on the LivePerson acquisition, scheduled for the second half, and on signs that OASYS is driving results. OASYS is a higher-margin business and is expected to clear the path to profitability. Closing the LivePerson deal will unlock numerous upsell and cross-sell opportunities and is likely to trigger institutional investor interest. Institutions are bullish, accumulating shares over the trailing 12 months, but ownership remains light at below 20%, leaving the stock susceptible to volatility.
The biggest risk for SoundHound investors is dilution. The cost of its healthy balance sheet is an increasing share count linked to capital raises. The company has no immediate need for additional capital and has sufficient funding for 1-2 years of operations, but it is preparing to raise capital to pay down debt incurred during the LivePerson acquisition.
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