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Political Filings Stole the Spotlight

April 27, 2025

Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and let me tell you, this week didn’t disappoint.

Let’s break it down:

The Hot Corner continues to light up, with political filings stealing the spotlight once again.

Sen. Ashley Moody was active, making sizable buys in Nvidia $NVDA and Super Micro Computer $SMCI — dropping between $100K and $250K into each.

This purchase is significantly larger than the typical size seen in political filings, making it a bold move that definitely grabs my attention.

And with Tech reclaiming the leadership this month, these are exactly the kinds of stocks we want on our radar.

Meanwhile, Sen. Michael McCaul was busy, buying shares in  Netflix $NFLX and CACI International $CACI.

NFLX continues to stand out as one of the strongest names in the market as the stock prints new all-time highs in both absolute and relative terms.

As for CACI, the company is a government contractor. The best political filings tend to be this way. Politicians have special insight into these dealings so we pay close attention to these buys. 

Next up, we have Ally Financial’s CFO stepping up with a $252,000 buy.

CFOs are my favorite insiders.  

When the person managing the company’s finances buys in the open market, it speaks of serious conviction for a higher stock price.

Finally, Sen. David McCormick has officially entered the crypto space, revealing an investment ranging from $115,000 to $250,000 in the Bitwise Bitcoin ETF $BITB.

Enjoy the weekend. 

Steve