Source Post

Everyone’s Buying… But Insiders Are Selling These Stocks

Jun 15, 2026

The stock market is showing bullish signs with strong year-to-date gains in major tech stocks like Nvidia and AMD, despite some drawdowns from peak levels. Recent market catalysts, including cooling oil prices and a successful SpaceX IPO, have boosted investor confidence. While the market rally is supported by strong earnings rather than just multiple expansion, there's a catch: investors are pricing in significant future returns from enormous expected capital expenditures by tech giants like Meta, Microsoft, Google, and Amazon.

Linked Mentions

Tickers discussed in this post

VNDANeutralHigh ConvictionResearch Only

Vinda is considered one of the most concerning stocks due to insider selling, large price moves, and stretched valuations.

QCOMNeutralHigh ConvictionResearch Only

Qualcomm is flagged as a highly concerning stock due to insider selling combined with significant price rallies and stretched valuations.

ASTSNeutralHigh ConvictionResearch Only

AST Space Mobile is identified as one of the most concerning stocks due to insider selling coinciding with significant price moves and stretched valuations.

CSCONeutralHigh ConvictionResearch Only

Cisco is listed among the most concerning names due to insider selling aligning with huge price moves, stretched valuations, or speculative expectations.

LLYNeutralMedium ConvictionResearch Only

Eli Lilly is placed in the middle category of concerning insider sells, with factors like strong valuations or weaker margins of safety.

DELLNeutralHigh ConvictionSignal-backedPrimary

Dell is the most concerning name due to massive insider selling (over $140 million), a 200%+ year-to-date rally, and a valuation premium, despite Wall Street seeing upside.

APPNeutralMedium ConvictionSignal-backedSecondary

AppLovin shows significant insider selling and a C valuation grade, with its intrinsic value near the current stock price, making it a concerning name despite Wall Street's bullish outlook.

XYZNeutralMedium ConvictionSignal-backedSecondary

Block (XYZ) shows significant insider selling, but its attractive valuation with a large margin of safety makes it a stock worth watching.

JNJNeutralLow ConvictionResearch Only

Johnson & Johnson's insider selling is not huge for its size, and the stock is a classic dividend quality stock up 16% year-to-date.

CHDNeutralLow ConvictionResearch Only

Church & Dwight is less attractive than other names due to smaller upside potential, despite recent insider selling and a respectable stock move.

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