Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-01-14 | Cole Matthew Ryan | director+officer | 500,000 | $460,000 | Form 4 |
Watching · 2 mention(s), 0 personal-position post(s) · first 2026-03-26 · last 2026-05-19
“If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ).
I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, b…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-05-19 | $IREN back down -34% from $70 to $46.
I wonder if one of the dumbest communities on X finally learned to read?
$NBIS is objectively the better Neocloud, with actual financing.
-> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS.
… → · 1740 likes · 784,468 views |
| 2026-03-26 | If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ).
I still believe fundamental… → · 879 likes · 155,071 views |