Burry is all in on China
Last week he reported that he upped his stake in 3 Chinese stocks
$JD.com (JD.US)$ - added 100%
$Baidu (BIDU.US)$ - added 66.7%
$Alibaba (BABA.US)$ - added 29%
David Tepper, who is extremely bullish on China, owns all three of these stocks in his portfolio as well

Something to keep an eye on post election
JD Vance's stock portfolio is heavy "Tech"
Since he's a sitting Senator, we've had access to his portfolio
~$5M of the $Invesco QQQ Trust (QQQ.US)$
~$1M of the $SPDR S&P 500 ETF (SPY.US)$
~$1M of the $Dow Jones Industrial Average (.DJI.US)$
~$250K of Gold
~$250K of Bitcoin $Bitcoin (BTC.CC)$
Kudos to him for being mostly in index's too

Warren Buffett's daily routine right now:
- Wake Up
- Sell more Bank of America shares
- Do rich people things
- Go to bed
Warren Buffett and Berkshire Hathaway $Berkshire Hathaway-B (BRK.B.US)$ just filed for its sale of another ~11.7M shares of Bank of America $Bank of America (BAC.US)$ for ~$460.7M (Pre Tax)

$Trump Media & Technology (DJT.US)$
United Atlantic Ventures (UAV) sold 7.5M shares of Trump Media.
UAV’s stake represented 5.5% of Trump Media’s outstanding shares as of March.
UAV now owns just 100 shares, according to the latest SEC filing.
Former President Donald Trump retains over 56% ownership in Trump Media.
Trump Media operates Truth Social, trading under the ticker DJT on Nasdaq.

This shouldn't be legal
Rep. Michael McCaul just filed ~$16.1M worth of trades
And the conflicts of interest are pretty blatant
This time he disclosed buying another $500K Intel $Intel (INTC.US)$ , buying $750K of Stifel $Stifel Financial (SF.US)$ , & many more
But what's notable about this filing is this:
He sits as chairman on some of the most powerful house committees including:
- The Foreign Affairs
- The Homeland Security
- The Congressional High Tech Caucus
- The Congressional Cybe...

CEO Jensen Huang just sold another $28.5 million worth of $NVIDIA (NVDA.US)$ shares
He's now sold $133 million over the last 10 days

Mr. Tuberville is back ✍️
For the first time in 3 months, Tommy filed $150K of new trades
However, every single one was a sell
Selling $50K of Apple $Apple (AAPL.US)$
Selling $50K of Medtronic $Medtronic (MDT.US)$
Selling $50K of UPS $United Parcel Service (UPS.US)$

Here's something interesting
According research, no Politician has ever bought Palantir $Palantir (PLTR.US)$
Except Ro Khanna, who has stated it is his kid trading, not him
Wonder if this changes after their inclusion to the SPY

the $Palantir (PLTR.US)$ insider sale filings begin - Form 144:

Who has benefited the most from Nvidia’s meteoric rise?
Unsurprisingly, none other than $NVIDIA (NVDA.US)$ CEO and cofounder Jensen Huang.
According to Fortune, just five years ago, Jensen was worth around $4B.
Now, thanks to Nvidia's stock surge, his net worth has skyrocketed to roughly $92B.
However, some investors are growing concerned as they've noticed Jensen selling around $14M worth of shares nearly every day this summer.
In July alone, he offloaded $323M worth of stock.
Given that Nv...