👀 Cantor's Big BGC Buy

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 10, 2025

• S&P 500: –2.4% for the week

• Nasdaq Composite: –2.5% (tech and semis hit hardest)

• Dow Jones: –2.7% total

• Russell 2000 (small caps): also underperformed, down ~3%+

Volatility spiked following renewed trade/tariff tensions, pushing risk assets lower into the Friday session. As growth names stumbled, defensive and value names held up relatively better.

🔑 Key Drivers

• Trade rhetoric flashback: New tariff threats reawakened investor jitters

• Rate sensitivity bites: Growth & tech stocks — especially high multiple names — took the brunt

• Rotation underfoot: Money rotated out of the “glamour” names into more defensive sectors

• Macro signals: Weak economic data and geopolitical uncertainty added fuel to the downside

🕴 Major Insider Buying — Top 3

1. Cantor Fitzgerald / BGC (Ticker: BGCL)
   – Bought ~8,973,721 shares at $9.21
   – Estimated value: ~$82.6 million 

2. SRRK — AKKARAJU Srinivas (Director)
   – Bought ~113,025 shares at ~$38.65
   – Estimated value: ~$4.37 million 

3. GWRS — Jonathan Levine (Director)
   – Bought ~728,197 shares at $10.30
   – Estimated value: ~$7.50 million 

🔻 Major Insider Selling — Top 3

1. NVIDIA — Jensen Huang (CEO / President / Officer)
   – Sold 75,000 shares at $193.22
   – Value: ~$14.49 million 

2. Olivier Pomel (Datadog, CEO / Director)
   – Sold 63,939 shares at $165.02
   – Value: ~$10.55 million 

3. Michael Intrator (CRWV, CEO / Director)
   – Sold 61,810 shares at $131.54
   – Value: ~$8.13 million 

Also notable: large blocks sold by DELLSLTA IV / V entities (directors) totaling tens of millions.

🧭 Key Takeaways & What to Watch

• Selling rules in dollar volume — high-profile names are monetizing gains at scale

• Selective conviction remains — fewer names bought, but those that are bought show confidence (especially in small / underfollowed names)

• Rotation may be quietly underway — tech is under pressure; keep an eye on industrials, healthcare, value names

• Watch insider trades as signals, not gospel — check whether sales are part of 10b5-1 plans, option exercises, or ordinary rebalancing

• Next week’s eyes: see if BGC’s large buy sparks momentum; track further moves in CRWV, NVIDIA, and Datadog; stay alert to fresh Form 4 filings in biotech & AI names
  
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