AI & Compute Infrastructure

Last updated

Jun 17, 2026

Based on

237 actions

Gurus considered

236

Stocks covered

467

Compute, chips, cloud, networking, and data platforms powering AI workloads. This page tracks 237 investor, Congress, and insider actions tied to the broader AI & Compute Infrastructure category, connecting the industry classification with the people and institutions currently showing activity. It gives context from 236 gurus across 467 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.

AI & Compute Infrastructure Smart Money Notes

Zhang Kevin XiaoqiangSVP & Deputy Co-COO

Buy $4.7K of disclosed value in Taiwan Semiconductor Manufacturing Company Limited $TSMTSMTaiwan Semiconductor Manufacturing Company Limited12,174 FollowersFollow.

TSMInsider TradesTechnologySemiconductors

Buy

Wang YuhuaCFO

Sell $178.9K of disclosed value in Vipshop Holdings Limited $VIPSVIPSVipshop Holdings Limited11,542 FollowersFollow.

VIPSInsider TradesConsumer CyclicalSpecialty Retail

Sell

Kong Peter T MDirector

Sell $170.6K of disclosed value in Kulicke and Soffa Industries, Inc. $KLICKLICKulicke and Soffa Industries, Inc.22,491 FollowersFollow.

KLICInsider TradesTechnologySemiconductors

Sell

Hartnett Joseph JDirector

Sell $169.5K of disclosed value in Garmin Ltd. $GRMNGRMNGarmin Ltd.5,228 FollowersFollow.

GRMNInsider TradesTechnologyHardware, Equipment & Parts

Sell

Harding Brian ECAO

Sell $1.5M of disclosed value in Ultra Clean Holdings, Inc. $UCTTUCTTUltra Clean Holdings, Inc.24,110 FollowersFollow.

UCTTInsider TradesTechnologySemiconductors

Sell

Silver Lake Technology Investors IV, L.P.Director, 10% Owner

Sell $2.8M of disclosed value in Dell Technologies Inc $DELLDELLDell Technologies Inc23,329 FollowersFollow.

DELLInsider TradesTechnologyComputer Hardware

Sell

Katsof IrwinotherFormer Director

Sell $132.5K of disclosed value in IDT Corporation $IDTIDTIDT Corporation1,145 FollowersFollow.

IDTInsider TradesCommunication ServicesTelecommunications Services

Sell

Hong Chun KDirector, President, CEO & Chair

Sell $108.8K of disclosed value in Netlist, Inc. $NLSTNLSTNetlist, Inc.16,191 FollowersFollow.

NLSTInsider TradesTechnologyComputer Hardware

Sell

Karp YuvalEVP Project Management

Sell $100.0K of disclosed value in Silicom Ltd. $SILCSILCSilicom Ltd.18,029 FollowersFollow.

SILCInsider TradesTechnologyCommunication Equipment

Sell

Shao SeanDirector

Sell $102.8K of disclosed value in VNET Group, Inc. $VNETVNETVNET Group, Inc.16,007 FollowersFollow.

VNETInsider TradesTechnologyInformation Technology Services

Sell

Yuan LipenVP

Buy $75.3K of disclosed value in Taiwan Semiconductor Manufacturing Company Limited $TSMTSMTaiwan Semiconductor Manufacturing Company Limited12,174 FollowersFollow.

TSMInsider TradesTechnologySemiconductors

Buy

Wassenaar YvonneDirector

Sell $58.2K of disclosed value in Rubrik, Inc. $RBRKRBRKRubrik, Inc.5,705 FollowersFollow.

RBRKInsider TradesTechnologySoftware - Infrastructure

Sell

Yang DonghaoDirector

Sell $27.5K of disclosed value in Vipshop Holdings Limited $VIPSVIPSVipshop Holdings Limited11,542 FollowersFollow.

VIPSInsider TradesConsumer CyclicalSpecialty Retail

Sell

Shea NadineEVP of GLOBAL HUMAN RESOURCES

Sell $27.7K of disclosed value in IDT Corporation $IDTIDTIDT Corporation1,145 FollowersFollow.

IDTInsider TradesCommunication ServicesTelecommunications Services

Sell

Furman Carly LisanneCEO NAYX North America

Sell $26.0K of disclosed value in Nayax Ltd. $NYAXNYAXNayax Ltd.4,130 FollowersFollow.

NYAXInsider TradesTechnologyInformation Technology Services

Sell

Hawkins Mark JDirector

Sell $32.8K of disclosed value in Cloudflare, Inc. $NETNETCloudflare, Inc.5,981 FollowersFollow.

NETInsider TradesTechnologySoftware - Infrastructure

Sell

Manor SagitCFO

Sell $33.3K of disclosed value in Nayax Ltd. $NYAXNYAXNayax Ltd.4,130 FollowersFollow.

NYAXInsider TradesTechnologyInformation Technology Services

Sell

Beer James ADirector

Sell $22.2K of disclosed value in Zscaler, Inc. $ZSZSZscaler, Inc.3,673 FollowersFollow.

ZSInsider TradesTechnologySoftware - Infrastructure

Sell

Bruun Brent CDirector, CEO

Sell $16.9K of disclosed value in KVH Industries, Inc. $KVHIKVHIKVH Industries, Inc.8,076 FollowersFollow.

KVHIInsider TradesTechnologyCommunication Equipment

Sell

Greenberg Aaron SamuelCSO

Sell $20.8K of disclosed value in Nayax Ltd. $NYAXNYAXNayax Ltd.4,130 FollowersFollow.

NYAXInsider TradesTechnologyInformation Technology Services

Sell

Feingold FeliseSVP GC

Sell $14.1K of disclosed value in KVH Industries, Inc. $KVHIKVHIKVH Industries, Inc.8,076 FollowersFollow.

KVHIInsider TradesTechnologyCommunication Equipment

Sell

Tepper OrenCRO

Sell $17.7K of disclosed value in Nayax Ltd. $NYAXNYAXNayax Ltd.4,130 FollowersFollow.

NYAXInsider TradesTechnologyInformation Technology Services

Sell

Wei Che-ChiaDirector, Chair & CEO

Buy $11.4K of disclosed value in Taiwan Semiconductor Manufacturing Company Limited $TSMTSMTaiwan Semiconductor Manufacturing Company Limited12,174 FollowersFollow.

TSMInsider TradesTechnologySemiconductors

Buy

Peng ZhipingDirector, 10% Owner

Buy $10.9K of disclosed value in uCloudlink Group Inc. $UCLUCLuCloudlink Group Inc.12,638 FollowersFollow.

UCLInsider TradesCommunication ServicesTelecommunications Services

Buy

Mii Yuh-JierEVP & Co-COO

Buy $5.5K of disclosed value in Taiwan Semiconductor Manufacturing Company Limited $TSMTSMTaiwan Semiconductor Manufacturing Company Limited12,174 FollowersFollow.

TSMInsider TradesTechnologySemiconductors

Buy

Belizaire JohnDirector, CEO

Sell $10.4K of disclosed value in Soluna Holdings, Inc. $SLNHSLNHSoluna Holdings, Inc.20,979 FollowersFollow.

SLNHInsider TradesTechnologyHardware, Equipment & Parts

Sell

Chin Yung-PeiEVP & Co-COO

Buy $5.4K of disclosed value in Taiwan Semiconductor Manufacturing Company Limited $TSMTSMTaiwan Semiconductor Manufacturing Company Limited12,174 FollowersFollow.

TSMInsider TradesTechnologySemiconductors

Buy

Showing 211-237 of 237