Sector: aineocloud
Conviction from: S&PCitrini
Tradable on: Bitget →
Designs and sells personal computers, servers, storage, and networking hardware, plus related software and IT infrastructure services for consumers and enterprises.
3 tracked filer(s) hold this · 1 opened, 2 added, 0 trimmed in 31-MAR-2026
Aggregate 13FScore 39 — mean of 3 scored holder(s) · buyers (new/add) avg 39. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-03-19 | SCHEDULE 13D/A | Silver Lake Group, L.L.C. | 13.6% | High | filing |
5 disclosed trade(s) by 3 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-06-04 | John McGuire VA05 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-02-04 | Markwayne Mullin senate | SELL | $15,001 - $50,000 | PTR |
| 2025-12-18 | Markwayne Mullin senate | SELL | $15,001 - $50,000 | PTR |
| 2025-12-18 | Markwayne Mullin senate | SELL | $15,001 - $50,000 | PTR |
5 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,000,001 - $5,000,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
Watching · 2 mention(s), 0 personal-position post(s) · first 2025-11-19 · last 2026-02-21
“@britplay There was another one from FT today trying to compare P/E ratios with $RPI to $DELL and I just burst out laughing.
Clearly a lot of the market writers have no clue what they’re talking about” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-02-21 | @britplay There was another one from FT today trying to compare P/E ratios with $RPI to $DELL and I just burst out laughing.
Clearly a lot of the market writers have no clue what they’re talking about → · 10 likes · 3,454 views |
| 2025-11-19 | Sure happy to explain further than the TLDR on why I've downgraded $IREN and upgraded $TSSI a strong buy. $TSSI has high upside on the drop from $30 to $7 since it was an overreaction to temporary Q3 operational scaling bottlenecks and factory cost not underlying demand.
It's well capitalized to … → · 25 likes · 7,781 views |
| Report | Date | Stance |
|---|
| #127 — All Along the AI Watchtower | 2026-07-20 | LONG |
| #91 — Market Memo: Seeing the Stag | 2025-04-03 | SHORT |