👀 Spooky share size for MBX

Good afternoon 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 Recap — Week Ending Oct 3, 2025

• S&P 500: +0.1% (touching fresh highs)

• Dow Jones: +0.5% to +0.7%

• Nasdaq Composite: –0.3%, pressured a bit by rotation away from some high-beta names

• Russell 2000 / Small Caps: underperformed, with flows favoring large caps

Despite a federal government shutdown delaying key data releases (e.g. the monthly jobs report), markets shrugged and pushed higher — tech and AI names carried the show.

🔍 Key Drivers

🧠 AI & Tech Still Leading

Semiconductors and AI-related plays got renewed attention (thanks to OpenAI’s latest developments), providing the primary upside fuel.

📉 Bond Yields & Labor Weakness

Treasury yields nudged lower, especially after dismal private job data (ADP) raised hopes for Fed rate easing.

🔄 Large-Cap Rotation & Fund Flows

U.S. equity funds saw sizable inflows (~$36.4B net) this week, largely into large-cap names. Small and mid-cap funds saw modest outflows.

🚪 Shutdown, Data Gaps & Sentiment

With the government shuttered, scheduled economic releases were delayed. That ambiguity nudged traders to lean hard on forward signals (earnings, insider activity).

🕴 Insider Trades to Watch

Here are standout insider transactions (i.e. in U.S. equities, sizable value or share volume) from the week:

✅ Top Insider Buys (U.S. Stocks)

• ADCAgree – Joey Agree, President & CEO
  Bought 3,528 shares at ~$70.63 — buys like this in U.S. mid-caps speak of conviction.

• PEPG (PepGen Inc.) – Director
  Bought 9,375,000 shares at ~$3.20 (≈ $30M) — huge, high-leverage move in a U.S. small cap.

• MBX Biosciences – Director
  Acquired 666,666 shares at $18.00 ($12M) — one of the more liquid, mid-tier biotech bets.

❌ Top Insider Sells (U.S. Stocks)

• NVIDIA – Jensen Huang (CEO)
  Sold 75,000 shares at ~$189.32 (~$14.2M) via a 10b5-1 plan. Still, when the top exec sells into strength, it’s a signal to note.

• VST (Vista Energy Services) – James Burke (CEO / Officer)
  Sold ~21,371 shares (~$4.3M) in recent filings. U.S. energy / services names like this often reflect trimming at peaks.

• Roku – Charles Collier (President / Officer)
  Sold 112,961 shares at $105.00 (~$11.86M) — a liquid tech name, so moves are more visible.

✅ Why It Matters

• Liquid buys (PEPG, MBX, ADCAgree) show insiders committing real capital in U.S. stocks that aren’t just mumblings — these are bets you can (to some degree) follow.

• Liquid sells in mega names (NVIDIA, Roku) often hint at taking profits or resetting exposure — not necessarily negatives, but worth noting when timing is key.

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