Henley JeffreyDirector, Vice Chair
Sell $187.8M of disclosed value in Oracle Corp $ORCL.
Sell
AI & Compute Infrastructure
Last updated
Jun 29, 2026
Based on
146 actions
Gurus considered
143
Stocks covered
467
Compute, chips, cloud, networking, and data platforms powering AI workloads. This page tracks 146 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 143 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
Venturo Brian MDirector, CSO
Sell $68.4M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Prince MatthewDirector, CEO & Board Co-Chair, 10% Owner
Sell $195.9M of disclosed value in Cloudflare, Inc. $NET.
Sell
Uang Du-TsuenChief Administration Officer
Sell $98.1M of disclosed value in ASE Technology Holding Co., Ltd. $ASX.
Sell
Wong Lester AInterim CEO & CFO
Sell $7.3M of disclosed value in Kulicke and Soffa Industries, Inc. $KLIC.
Sell
Intrator Michael NDirector, CEO & President, 10% Owner
Sell $8.8B of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Deane Timothy MSVP, Applied Global Services
Sell $5.1M of disclosed value in Applied Materials Inc $AMAT.
Sell
Agrawal NitinCFO
Sell $350.6M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Smith Gary BDirector, President, CEO
Sell $1.3M of disclosed value in Ciena Corporation $CIEN.
Sell
Vashist RajeshDirector, CEO
Sell $323.3M of disclosed value in SiTime Corporation $SITM.
Sell
Rothenstein David MSVP & CSO
Sell $1.1M of disclosed value in Ciena Corporation $CIEN.
Sell
Silver Lake Partners IV, L.P.10% Owner
Sell $771.8M of disclosed value in Dell Technologies Inc $DELL.
Sell
Brandt EricDirector
Sell $1.2B of disclosed value in Lam Research Corp $LRCX.
Sell
Wong Nelson MunpunSVP
Sell $1.7M of disclosed value in Kulicke and Soffa Industries, Inc. $KLIC.
Sell
Glaser ShelaghCFO
Sell $1.5M of disclosed value in Synopsys, Inc. $SNPS.
Sell
Chitkara RamanDirector
Sell $1.5M of disclosed value in SiTime Corporation $SITM.
Sell
Johnson Ray ODirector
Sell $6.8M of disclosed value in Rigetti Computing, Inc. $RGTI.
Sell
Pangrazio Vincent PSee Remarks
Sell $1.5M of disclosed value in SiTime Corporation $SITM.
Sell
Bechtolsheim Andreas10% Owner
Sell $334.1M of disclosed value in Arista Networks, Inc. Common Stock $ANET.
Sell
Akhavan HamidDirector, CEO, EchoStar Capital
Sell $213.6M of disclosed value in EchoStar Corporation $SATS.
Sell
Sl Spv-2, L.p.Director, 10% Owner
Sell $98.7M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Yao HuiwenCTO
Sell $3.9M of disclosed value in AST SpaceMobile, Inc. $ASTS.
Sell
Silver Lake Partners V DE, L.P.10% Owner
Sell $33.4M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Manson DeanCLO
Sell $1.2M of disclosed value in EchoStar Corporation $SATS.
Sell
Raja Prabu G.President, Semi. Products Grp.
Sell $25.3M of disclosed value in Applied Materials, Inc. - Common Stock $AMAT.
Sell
Shtan DanilaCTO
Sell $3.7M of disclosed value in Nebius Group N.V. $NBIS.
Sell
Neal Stephen CDirector
Sell $3.3M of disclosed value in NVIDIA Corporation - Common Stock $NVDA.
Sell
Hill BriceSVP, CFO
Sell $1.2M of disclosed value in Applied Materials, Inc. - Common Stock $AMAT.
Sell
Cheng Chi FungDirector, CTO
Sell $1.5M of disclosed value in Credo Technology Group Holding Ltd $CRDO.
Sell
Wang David HDirector, See Remarks, 10% Owner
Sell $8.1M of disclosed value in ACM Research, Inc. $ACMR.
Sell
Showing 1-30 of 146