Jun. 24 at 1:22 PM
Following disclosed political/insider-style flow trades has become a major narrative this year, especially when you look at the names tied to it.
$DELL (~
$5.1M) → biggest winner, up ~239%
$SNDK (~
$130K) → strong move, up ~226%
$INTC (~
$280K) → re-rated sharply, up ~186%
Many others still working through the cycle
Then you have names like
$NOW (~
$5.4M disclosed position)
Still roughly -10% from reported entry levels, which shows a key point most people miss: even strong institutional-style flows don’t move in straight lines.
The market doesn’t front-run conviction - it digests it.
Whether these continue higher or chop around first depends less on “who bought” and more on where we are in the broader cycle.
Flow helps, timing still matters.
