Good morning and happy Sunday!

The S&P 500 closed in the green last week, fueled in part by a massive rally in tech. Oracle’s earnings lit a fire under cloud and AI optimism, pulling the entire tech sector higher. Meanwhile, tame inflation data gave investors some breathing room, even as geopolitical tensions and tariff talks kept things from truly breaking out.

On the insider front, this week had it all: a congressman quietly scooping up a stake in a global chipmaking titan, a prominent NVIDIA director offloading $140M+ at a surprising price, and RA Capital leaning harder into one of its biotech bets. Whether it’s politics, AI, or health science, insiders are making moves.

Here’s how it all went down.

P.S. This newsletter was drafted Friday. Want these trade alerts as they happen? Join Elite Insider here.

🏛️ Josh Gottheimer Buys into ASML’s Chip Empire

On May 21, 2025, U.S. Representative Josh Gottheimer (D-NJ) disclosed a purchase of ASML Holding NV $ASML ( ▲ 0.72% ), valued between $1,001 and $15,000 at a reported price of $740.70. The trade was made public on June 11, 20 days after it took place.

The New Jersey lawmaker appears to be aligning with one of the world’s most critical players in semiconductor infrastructure. ASML’s advanced EUV lithography machines are essential to producing next-gen chips, and with the AI arms race heating up, this tech is in high demand.

While it’s a small position, the timing speaks volumes. With Washington increasingly focused on domestic chip sovereignty and tech leadership, this could be a belief not just in ASML’s market dominance but also in the long-term political importance of its tech.

🖥️ NVIDIA Director Sells $143M After Monster Run

On June 9, 2025, NVIDIA Corporation $NVDA ( ▲ 1.8% )  director Tench Coxe filed to disclose the sale of 1 million shares at an average price of $142.80, raking in a whopping $142.8 million.

The move comes after another torrid run for NVIDIA, which has soared again in recent weeks as demand for AI compute surges globally. Oracle’s bullish commentary on cloud infrastructure growth gave NVIDIA yet another push, with the stock flirting with new all-time highs. Coxe’s timing? It could be near perfect.

But don’t necessarily confuse this sale with a lack of confidence. This is a seasoned insider with decades of exposure to NVIDIA, and occasional profit-taking at all-time highs is textbook. If anything, it highlights just how much value has been created in a short time — and how insiders like Coxe may look to lock in gains while the market’s running hot.

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🧬 RA Capital Doubles Down on TYRA

On June 9, 2025, RA Capital Management disclosed an increase in its stake in Tyra Biosciences Inc. $TYRA ( ▲ 3.03% ), bringing its total holdings to 10,096,004 shares, according to a filing made public on June 11. The buy came at a trading price of around $10.19 per share.

Tyra, a clinical-stage biotech focused on precision cancer therapies, has flown under most radars. But not RA Capital’s. The firm, known for its deep conviction in early-stage health science plays, seems to be leaning in just as the biotech sector is showing signs of life after a rocky two-year stretch.

Biotech has been staging a modest rebound amid M&A chatter and pipeline optimism. RA’s move suggests they see something promising in Tyra’s pipeline—or its takeover potential. Either way, this is the kind of quiet but calculated move that could age well if the science plays out.