👀 Buckley Bullish on Boeing

Boeing’s director, along with investment firms like Global GP and Casdin, made notable purchases—possibly signaling conviction in undervalued or underappreciated names.

Author

silas peters
August 31, 2025

Good morning and happy Sunday! Here is a quick market rundown and an ‘inside’ peek behind the curtains of what C-Level Execs, Wall St. Hedge Fund Gurus, and politicians are trading right now…!

Market Overview — Week Ending August 29, 2025

Last week closed with a pullback in equities, particularly in AI and chip-heavy sectors, as markets digested steady inflation and priced in a likely Fed rate cut. While major indexes gave back gains, small caps held firm, and select company-level stories—like Kohl’s and Cracker Barrel—offered relative bright spots.

📊 Market Performance

  • S&P 500 slipped 0.1%, ending at 6,460.26, yet closed August up 1.9%, marking its fourth straight monthly gain.

  • Dow Jones fell 0.2% (−92 points), to 45,544.88, after setting a record midweek.

  • Nasdaq Composite declined around 0.2%, ending at 21,455.55, amid pressure on tech and chip names.

  • Russell 2000 bucked the trend with a modest 0.2% gain, showcasing strength in small caps

🔑 Key Drivers

  • Tech and AI Pullback: A sell-off in chips and AI names dragged the market lower—especially Marvell (–18.9%), Nvidia (–3.3%), and broader semiconductor indexes saw sharp declines.

  • Mixed Macro Mood: Investors weighed a steady inflation backdrop (PCE at 2.6%, core at 2.9%) and increasing anticipation of a Fed rate cut in September.

  • Diverse Name Drivers (as spotlighted in The Wall Street Journal's "The Score"):

    • Cracker Barrel: +8% after reverting to its original logo.

    • Kohl’s: +24% on stronger-than-expected results.

    • Eli Lilly: +5.9% on obesity drug trial success.

    • Keurig Dr Pepper: −11% after announcing the acquisition of Peet’s Coffee.

    • Tech & Other Laggards: Dell, Hormel, Oracle faced downward pressure.

Here’s what moved behind the curtain this week.

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

🔺 Major Insider Buying

Top Insider Buys

  • Mortimer Buckley, Boeing Director, made his first-ever open-market purchase of Boeing stock. He acquired 2,200 shares at $226.10 each, totaling about $0.5 million on August 19. Since the purchase, Boeing stock rose approximately 4.5%, bringing the value of his holdings to around $517,000.

  • Global GP LLC, a general partner, made repeated substantial purchases—5,000 shares each—in a company trading in the low $50s, multiple times throughout the week, with individual buys ranging from $256K to $264K.

  • Casdin Partners Master Fund, L, represented by a director, also made significant buys—200,000 shares at around $1.26–$1.24 each, totaling approximately $250K.

🔻 Major Insider Sales

  • Alex Karp, CEO of Palantir, sold 409,072 shares at prices between $142.46 and $157.56, shedding over $60 million worth of stock. The sale was made to cover tax liabilities from restricted stock vesting. Despite the sale, Karp still holds about 6.43 million shares, valued at over $1 billion.

  • Various insiders, including executives at T-Mobile (via Deutsche Telekom directors) and others, executed large sales in the 16–18 million USD range

📊Key Takeaways

  • Buying signals: Boeing’s director, along with investment firms like Global GP and Casdin, made notable purchases—possibly signaling conviction in undervalued or underappreciated names.

  • High-dollar sales: The most significant transaction was Palantir CEO Alex Karp’s $60 million sale—largely tax-driven following vesting.

  • Market posture: Insider activity last week underscores a continued mix of opportunistic buying in select stocks, alongside scheduled or obligation-driven selling in others.

If you'd like a breakdown by sector or insider (e.g., healthcare, tech), or would like this transformed into a visual chart or memo, just let me know!

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