The market as a graph — what Reddit, the press, Congress, the big funds and the insiders are pulling on this week

Attention this week is concentrating on NVDA, GPI and AMD: NVDA leads with 10 posts, 0 loud comments and 23 headlines — Reddit, the press, Congress, the big funds all on it, and the crowd leans bullish.

The momentum is with GOOGL, NVDA and AMZN: GOOGL is being posted about 9.0× its pace of the prior three weeks — if that holds, it is the name to watch next.

Insiders are buying LEN, GPI and GPI with their own money — BERKSHIRE HATHAWAY INC put $52,120,753 into LEN.

Among the big funds, Berkshire Hathaway increased its position in GOOG ($9,606M) and KHC and DAL moved too.

The opposing thesis of the week is CRWD: D. E. Shaw, Renaissance Technologies opened or grew · ARK Invest cut or exited, while insiders bought $0.0M and sold $262.3M in 30 days (0 buys, 243 sales).

Sleepers to watch: PLTR, RKLB and SKHY — PLTR is a big fund opened or grew a position and Congress is buying, outside the top ten.

By sector, attention is on semiconductors & related devices (NVDA, AMD, MU).

Across the names with enough posts to read, the crowd is bullish: 8 bullish to 0 bearish.

The landscape, composed from this site's own numbers · refreshed every 30 min · not advice

The crowd

100% up

43 up · 0 down voices
across 10 names with enough posts

Insiders

30% up

$154.6M bought · $358.9M sold
428 open-market trades, 7 d

Big funds

48% up

611 up · 647 down moves
latest quarter, the followed managers

Congress

31% up

46 up · 101 down filings
House filings, 30 d

The press

66% up

266 up · 136 down headlines
headlines, 7 d, by word score

bullishbearishno lean yetglow = attention (voices and lenses, not one viral post) · size grows with how bullish the crowd is and shrinks with how bearish · colour needs 3+ posts, comments or reads · a line to a lens = that source is on it · a line between two companies = named in the same posts · click a company

live — what the layer just took in last write 18s ago

00:13:44insider Agrawal Nitin sold 5 CRWV CRWV
00:09:52reddit r/pennystocks · Doug Casey says mining is 2% of the S&P vs 10-12% historically. 6% vs 30% for Energy. The Gap will close… What
00:09:52reddit r/pennystocks · $BLGO ViaCLYR is commercial now, BioClynse is next, and Clyra’s $100M value was paid for - not imagined
00:09:52reddit r/investing · How would you profit in 6 months?
00:09:51reddit r/investing · What are some investing tools that are normally locked behind a paywall or a login wall?
00:09:51reddit r/investing · What do you actually look at first in a portfolio backtest?
00:09:51reddit r/investing · Treasuries yields still rose after nonstellar NFP report.
00:09:50reddit r/options · Live options trade with 2% profit #livetrade #sureprofit #algotrade
00:09:50reddit r/stocks · Dividend calculators (DRIP, YIELD, FIRE etc...)
00:09:50reddit r/stocks · Stock im watching closely
00:09:50reddit r/stocks · Nike at a 12-year low: are we pricing execution problems as permanent brand damage?
00:09:50reddit r/stocks · Easy money for everyone who makes an account🤑
00:09:50reddit r/options · How common is to flip your account 10x in options odte any experience?
00:09:50reddit r/stocks · No active groups for Girl/Women traders!?
00:09:49reddit r/wallstreetbets · Which one will take the crown as "dog water" by the end of the year?
00:09:49reddit r/wallstreetbets · Apple bought yesterday at 328 something and sold today at 334
00:09:00comment r/wallstreetbets · “I guarantee you no MMs give two fucks on a 5T company that has a volume of 25 BILLION a day about OTM calls ex”
00:09:00comment r/wallstreetbets · “And.....here we are.....under 230, fuck you”
00:09:00comment r/wallstreetbets · “That is an ambitious ass strike man. Look toward their November earnings”
00:09:00comment r/wallstreetbets · “damn I aint know the market was that small? 1/3rd is a lot”
00:09:00comment r/wallstreetbets · “I just called Jensen. He said by end of week. ”
00:09:00comment r/wallstreetbets · “I’m crying 😭 this man 👨 ”
00:09:00comment r/wallstreetbets · “This has to be some tax loss harvesting shit that I don’t know of. There’s no way you could have thought this ”
00:09:00comment r/wallstreetbets · “https://preview.redd.it/qtrm1a4ojssh1.jpeg?width=320&format=pjpg&auto=webp&s=66b7b658fbcdb4a80d1115e722ea1345a”
00:09:00comment r/wallstreetbets · “regartingale strat”
00:09:00comment r/wallstreetbets · “\>makes 9k \>immediately loses 18k on next trade That’s what I come here for”
00:09:00comment r/wallstreetbets · “A guaranteed loss ”
00:09:00comment r/wallstreetbets · “https://preview.redd.it/6tuebzi74ssh1.jpeg?width=1336&format=pjpg&auto=webp&s=f7eac61902a852c189676955127df71f”
00:09:00comment r/wallstreetbets · “You could have bought 0DTE ITM and made 100% in the opening 5 min candle.”
00:09:00comment r/wallstreetbets · “You DCA into a contract design to time decay to zero this is top tier retard behavior. Fascinating ”
00:09:00comment r/wallstreetbets · “Obviously you should ride to work on a motorcycle more often…”
00:04:06congress Hon. April McClain Delaney · purchase BWXT (traded 2026-07-24) BWXT
00:04:06congress Hon. April McClain Delaney · purchase BWXT (traded 2026-07-27) BWXT
00:04:06congress Hon. April McClain Delaney · purchase BWXT (traded 2026-07-30) BWXT
00:04:06congress Hon. April McClain Delaney · purchase CHRW (traded 2026-07-31) CHRW
00:04:06congress Hon. April McClain Delaney · purchase CHRW (traded 2026-07-27) CHRW
00:04:06congress Hon. April McClain Delaney · purchase CHRW (traded 2026-07-28) CHRW
00:04:06congress Hon. April McClain Delaney · purchase CHRW (traded 2026-07-24) CHRW
00:04:06congress Hon. April McClain Delaney · purchase CHRW (traded 2026-07-20) CHRW
00:04:06congress Hon. April McClain Delaney · sale_partial CLH (traded 2026-07-24) CLH

the layer: 1000 ops in its last window · social.comments 912 · social.posts 26 · ops.form4_docs 20 · ops.cursors 13

What the graph suggests — hypotheses tying companies together, built only from the layer's graph · all of them, with verdicts

lead–lag NVO open

The press leads insiders on this month's names: first on 19 of them, 74% of the time, by a median 9.4 days. The press has moved on NVO and insiders have not yet — by the pattern, they will.

cluster GOOG · META · MSFT open

One story, not 3: GOOG, META and MSFT each had 3+ lenses land on them inside a week (Congress, the big funds, the press, Reddit), and the graph already ties them through shared actors. Attention on the whole cluster should keep rising over the next week.

lead–lag OWL open

Reddit leads insiders on this month's names: first on 11 of them, 100% of the time, by a median 10.7 days. Reddit has moved on OWL and insiders have not yet — by the pattern, they will.

basket GOOG · LRCX · META · MSFT · QCOM · LHX · UBER · UNH open

GOOG, LRCX, META, MSFT, QCOM, LHX, UBER and UNH move together: the graph links them through 7 members and 7 managers and 2 posts — the same members of Congress, funds and posts touch all of them. If that is a real basket, whatever lands on one lands on the others.

Opposing theses — one name, two lenses pointing opposite ways

CRWD CrowdStrike Holdings, Inc. · the big funds says up, insiders say down

D. E. Shaw, Renaissance Technologies opened or grew · ARK Invest cut or exitedinsiders bought $0.0M and sold $262.3M in 30 days (0 buys, 243 sales)

CRWD CrowdStrike Holdings, Inc. · Congress says up, insiders say down

House members filed 2 purchases and 0 sales in 60 daysinsiders bought $0.0M and sold $262.3M in 30 days (0 buys, 243 sales)

CBRS Cerebras Systems Inc. · the big funds says up, insiders say down

ARK Invest, Coatue, Soros Fund opened or grewinsiders bought $0.0M and sold $117.0M in 30 days (0 buys, 55 sales)

NTRA Natera, Inc. · the big funds says up, insiders say down

D. E. Shaw, Viking Global opened or grewinsiders bought $0.0M and sold $61.4M in 30 days (0 buys, 54 sales)

SNOW Snowflake Inc. · the big funds says up, insiders say down

ARK Invest, Citadel, Millennium opened or grewinsiders bought $0.0M and sold $186.2M in 30 days (0 buys, 42 sales)

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD · insiders say up, the big funds says down

insiders bought $0.1M and sold $0.0M in 30 days (31 buys, 0 sales)Appaloosa, Duquesne (Druckenmiller), Renaissance Technologies opened or grew · ARK Invest, Bridgewater, Citadel cut or exited

SNOW Snowflake Inc. · Congress says up, insiders say down

House members filed 1 purchases and 0 sales in 60 daysinsiders bought $0.0M and sold $186.2M in 30 days (0 buys, 42 sales)

AMD ADVANCED MICRO DEVICES INC · the crowd says up, insiders say down

2 posts and 7 loud comments read bullishinsiders bought $0.0M and sold $56.8M in 30 days (0 buys, 31 sales)

RVMD Revolution Medicines, Inc. · the big funds says up, insiders say down

Duquesne (Druckenmiller) opened or grewinsiders bought $0.0M and sold $33.3M in 30 days (0 buys, 37 sales)

WDAY Workday, Inc. · Congress says up, insiders say down

House members filed 1 purchases and 0 sales in 60 daysinsiders bought $0.0M and sold $92.7M in 30 days (0 buys, 27 sales)

NVDA NVIDIA CORP · the crowd says up, insiders say down

10 posts and 0 loud comments read bullishinsiders bought $0.0M and sold $250.1M in 30 days (0 buys, 13 sales)

INBX Inhibrx Biosciences, Inc. · insiders say up, the big funds says down

insiders bought $5.5M and sold $0.3M in 30 days (14 buys, 5 sales)Viking Global cut or exited

Sleepers — quiet names with something moving, outside the top ten

PLTR Palantir Technologies Inc. · #25 by attention

a big fund opened or grew a position · Congress is buying · 2 posts, 0 loud comments this week

RKLB Rocket Lab Corp · #11 by attention

posted about 3.0× its prior pace · 3 posts, 0 loud comments this week

SKHY SK hynix Inc. · #23 by attention

Congress is buying · 1 posts, 0 loud comments this week

ORCL ORACLE CORP · #24 by attention

a big fund opened or grew a position · 1 posts, 0 loud comments this week

AEP AMERICAN ELECTRIC POWER CO INC · #47 by attention