Jun. 9 at 1:57 PM
Rep. Cisneros just dropped a heavy disclosure - 100+ trades totaling up to ~
$1.875M in activity.
What stands out:
Buy
$MSFT up to
$100K - steady mega-cap AI/infra exposure
Buy
$AMD up to
$30K - still leaning into semis
Sell
$FLEX up to
$180K +
$IBM up to
$50K - trimming more defensive/legacy exposure
Not about the dollar size alone - it’s the direction. Additive exposure into AI-linked names while rotating out of slower legacy tech is the interesting signal here.
Nothing to overread in isolation, but the bias is clearly still leaning toward AI infrastructure and semis rather than value rotation.
