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Just posted my findings in #📝︱research Palo Alto is up 10% today while AMD is down 5%

This is the most purchased cybersecurity stock I could find..

Hi! Are there any particular stocks you guys are selling lately?

I believe that the last stock I sold was Ichor Holdings on 7/15 (partial sale after Debbie Schultz sold some of her position)

I bought into NOW multiple times and took the spike it had over night and made 40% on some of my positions, gonna let the rest run until they hit 40% as well they‘re currently between 15-30%

Nice!!!!

Gottheimer bought 500k-1m of MSFT and sold it the same day?

More importantly he and 3 others bought AMAT 3 of those are golden trades, strong buying power i will definitely invest a good portion of my NOW earnings into this!

Interesting, will definitely buy some

Seems like he swing trades and day trades Microsoft. He used to be an exec that that company... not sure it it means much since he just buys in and sells out.

I was completely wrong... Did some additional digging on these recent $MSFT trades. He sold two call option contracts that he entered into previously. And in the same day purchased two new call option contracts on Microsoft stock worth ~$1,500,000. Strike price: $330 and $340 Both expire on: 10/16/2026 (one month from now)

So he's currently in calls ^

Thanks for the info, really interesting

It’s a big trade

Interesting timing with the upcoming hikes (probably)

I wouldn’t buy calls which expire in just a month in the current market

Yeah this will be interesting. You jumping into MSFT?

I already own about 13k€ of MSFT

I don't do short term trades. Mostly 1yr+ trades for me

didn’t plan to change anything about my MSFT position. But it’s super interesting to observe the market with this in mind

Any plans for your BE position?

Holding until Pelosi sells...

Not afraid of the delay between her sell and her disclosure?

I placed a sell order at 50% gain (44% up rn)

Not really, I've noticed that trade disclosures don't matter too much. In some instances they do matter, but in an equal amount of cases it doesn't matter.

It’s somewhat similar to Pelosi, these calls are ITM (heavily actually). So is this a way to leverage for him?

Not too sure, not an options expert haha. All I know is he thinks the stock is going up in the short term haha

Trump's trades are on Altoneer

There is a post from @insiderwave (the other guys) explaining that. Not sure if I'm allowed to post it here

I think I will cut $NKE from my politician portfolio (doing this bc of sentiment and to offset some taxable gains) Might reallocate into $PANW Palo Alto

Nancy’s done it again (and again and again… lol) $INTC popped another ~10% this morning on open. It’s +~33% for me since following her big buy. 🙌💯

Same for me! We love to see it. Also $BE shows some insane growth the past couple of weeks

Great day for my big account today

Just adjusted my politician portfolio sold all of the NKE for PANW

This is my current portfolio atm, thinking of selling some my servicenow and putting into other areas like PANW and maybe more in bloom

lemme know what yall think 🙂

For me I am still holding my $NOW position. But in your case, 32% is a pretty high weighting for a single stock. I like the idea of putting some of it into $PANW

Boys, can any of you explain this? What is the difference?

There is an alert of Trump buying HONAV but don't know if HONA is the same

Jackson / Landen

HONAV was the temporary ticker before the spin-off of the aerospace division was complete. It's the same as HONA I believe.

Trump disclosed the tickers strangely... Landen will go correct it right now.

Thanks for pointing that out

## Sorting the politician feed is now here! Just click the headers with the up/down arrows and it will sort the feed Here are some examples - [Pelosi's best trades](https://www.altoneer.com/all-trades/v2/feed?politician[0]=P000197&sort=-percent-change&transaction-type[0]=purchase) - [Purchases from the last 6 months, ordered by share price](https://www.altoneer.com/all-trades/v2/feed?percent[gte]=-5&percent[lte]=5&sort=price&traded-date[rel]=6m&transaction-type[0]=purchase) @everyone

# New Feature! 💪 [Popular Stocks Feed](https://www.altoneer.com/all-trades/v2/popular) This feature allows you guys to easily see which stocks politicians are buying and holding. If you guys have any data you would like to see on the popular table, let us know and we'll try to get it on there. Right now it shows the stock and the number of unique politicians that have bought the stock but have not sold. @everyone

Looks like $MSFT and $UNH are the highest conviction plays so far YTD.

Interesting to see Home Depot on there ...

Any suggestions with which stocks to begin :-).