AI & Compute Infrastructure

Last updated

Jun 15, 2026

Based on

230 actions

Gurus considered

229

Stocks covered

467

Compute, chips, cloud, networking, and data platforms powering AI workloads. This page tracks 230 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 229 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

Reeves Donald L. III

Sell transaction in ITRON Inc $ITRIITRIITRON Inc18,882 FollowersFollow.

ITRIInsider TradesManufacturingInstruments For Meas & Testing of Electricity & Elec Signals

Sell

Tregillis Cynthia L

Sell transaction in WESTERN DIGITAL CORP $WDCWDCWESTERN DIGITAL CORP14,582 FollowersFollow.

WDCInsider TradesManufacturingComputer Storage Devices

Sell

Webster Roald Graham

Sell transaction in ALLEGRO MICROSYSTEMS Inc $ALGMALGMALLEGRO MICROSYSTEMS Inc12,529 FollowersFollow.

ALGMInsider TradesManufacturingSemiconductors & Related Devices

Sell

Wilson James Denson Jr

Sell transaction in ADTRAN Holdings Inc $ADTNADTNADTRAN Holdings Inc5,245 FollowersFollow.

ADTNInsider TradesManufacturingTelephone & Telegraph Apparatus

Sell

Seidl Randy

Sell transaction in Ondas Inc $ONDSONDSOndas Inc23,438 FollowersFollow.

ONDSInsider TradesManufacturingRadio & Tv Broadcasting & Communications Equipment

Sell

Small Ian

Sell transaction in Lumentum Holdings Inc $LITELITELumentum Holdings Inc1,742 FollowersFollow.

LITEInsider TradesManufacturingCommunications Equipment, NEC

Sell

Ayyappan Ajay

Sell transaction in ExlService Holdings Inc $EXLSEXLSExlService Holdings Inc23,386 FollowersFollow.

EXLSInsider TradesServicesServices-Business Services, NEC

Sell

Zech Gretchen

Sell transaction in ARROW ELECTRONICS Inc $ARWARWARROW ELECTRONICS Inc17,894 FollowersFollow.

ARWInsider TradesWholesale TradeWholesale-Electronic Parts & Equipment, NEC

Sell

Intrator Michael N

Sell transaction in CoreWeave Inc $CRWVCRWVCoreWeave Inc6,382 FollowersFollow.

CRWVInsider TradesServicesServices-Prepackaged Software

Sell

Picchi Michael

Buy transaction in Soluna Holdings Inc $SLNHSLNHSoluna Holdings Inc20,979 FollowersFollow.

SLNHInsider TradesFinance, Insurance & Real EstateFinance Services

Buy

Paul Josh D.

Sell transaction in Palo Alto Networks Inc $PANWPANWPalo Alto Networks Inc17,050 FollowersFollow.

PANWInsider TradesManufacturingComputer Peripheral Equipment, NEC

Sell

Baker Jeff

Sell transaction in CoreWeave Inc $CRWVCRWVCoreWeave Inc6,382 FollowersFollow.

CRWVInsider TradesServicesServices-Prepackaged Software

Sell

Miller Nicholas Marco

Sell transaction in Nextpower Inc $NXTNXTNextpower Inc6,570 FollowersFollow.

NXTInsider TradesManufacturingSemiconductors & Related Devices

Sell

Goldberg Chen

Sell transaction in CoreWeave Inc $CRWVCRWVCoreWeave Inc6,382 FollowersFollow.

CRWVInsider TradesServicesServices-Prepackaged Software

Sell

Wassenaar Yvonne

Sell transaction in Arista Networks Inc $ANETANETArista Networks Inc14,396 FollowersFollow.

ANETInsider TradesManufacturingComputer Communications Equipment

Sell

Jain Sachin

Sell transaction in CoreWeave Inc $CRWVCRWVCoreWeave Inc6,382 FollowersFollow.

CRWVInsider TradesServicesServices-Prepackaged Software

Sell

Blumenstock Gerald M

Sell transaction in AXCELIS TECHNOLOGIES INC $ACLSACLSAXCELIS TECHNOLOGIES INC4,041 FollowersFollow.

ACLSInsider TradesManufacturingSpecial Industry Machinery, NEC

Sell

Mcbee Brannin

Sell transaction in CoreWeave Inc $CRWVCRWVCoreWeave Inc6,382 FollowersFollow.

CRWVInsider TradesServicesServices-Prepackaged Software

Sell

Glazer David A.

Sell transaction in Palantir Technologies Inc $PLTRPLTRPalantir Technologies Inc3,802 FollowersFollow.

PLTRInsider TradesServicesServices-Prepackaged Software

Sell

Bilodeau Steven J

Sell transaction in COHU INC $COHUCOHUCOHU INC3,033 FollowersFollow.

COHUInsider TradesManufacturingInstruments For Meas & Testing of Electricity & Elec Signals

Sell

Taylor Ryan D.

Sell transaction in Palantir Technologies Inc $PLTRPLTRPalantir Technologies Inc3,802 FollowersFollow.

PLTRInsider TradesServicesServices-Prepackaged Software

Sell

Kelsey Todd P.

Sell transaction in PLEXUS CORP $PLXSPLXSPLEXUS CORP3,927 FollowersFollow.

PLXSInsider TradesManufacturingPrinted Circuit Boards

Sell

Cohen Stephen Andrew

Sell transaction in Palantir Technologies Inc $PLTRPLTRPalantir Technologies Inc3,802 FollowersFollow.

PLTRInsider TradesServicesServices-Prepackaged Software

Sell

Jiang Jun JasonCFO & COO

Sell $1.3K of disclosed value in Jinxin Technology Holding Co $NAMINAMIJinxin Technology Holding Co5,423 FollowersFollow.

NAMIInsider TradesServicesServices-Educational Services

Sell

Karp Alexander C.

Sell transaction in Palantir Technologies Inc $PLTRPLTRPalantir Technologies Inc3,802 FollowersFollow.

PLTRInsider TradesServicesServices-Prepackaged Software

Sell

Ricker Sean RaymondCFO

Sell $86.6K of disclosed value in BigBear.ai Holdings Inc $BBAIBBAIBigBear.ai Holdings Inc8,520 FollowersFollow.

BBAIInsider TradesServicesServices-Prepackaged Software

Sell

Sankar Shyam

Sell transaction in Palantir Technologies Inc $PLTRPLTRPalantir Technologies Inc3,802 FollowersFollow.

PLTRInsider TradesServicesServices-Prepackaged Software

Sell

Shteiman MarkCPO

Sell $127.6K of disclosed value in Allot Ltd. $ALLTALLTAllot Ltd.12,691 FollowersFollow.

ALLTInsider TradesManufacturingComputer Communications Equipment

Sell

Pfeiffer WendyDirector

Sell $101.2K of disclosed value in QUALYS Inc $QLYSQLYSQUALYS Inc9,749 FollowersFollow.

QLYSInsider TradesServicesServices-Prepackaged Software

Sell

Bertelsen Jeffrey A.CFO

Sell $168.3K of disclosed value in Rigetti Computing Inc $RGTIRGTIRigetti Computing Inc10,570 FollowersFollow.

RGTIInsider TradesServicesServices-Computer Programming Services

Sell

Showing 121-150 of 230