By Sean Williams
Publication Date: 2026-05-04 08:06:00
Nothing has captured the attention of investors since the advent and proliferation of the internet in the mid-1990s quite like the rise of artificial intelligence (AI). Empowering software and systems with the tools to make split-second, autonomous decisions is a multitrillion-dollar addressable market.
Arguably, no companies have benefited more from the evolution of AI than graphics processing unit (GPU) titan Nvidia (NVDA 0.48%), data-mining specialist Palantir Technologies (PLTR +3.62%), and networking solutions kingpin Broadcom (AVGO +0.88%). Broadcom joined the trillion-dollar club in December 2024, Nvidia became the first public company to top $5 trillion in October 2025, and Palantir shares have skyrocketed 2,100% since the end of 2022.
While all three companies possess undeniable competitive advantages, the people who know these businesses best are sending worrisome signals.
Image source: Getty Images.
Insiders are sending a message — are you paying attention?
No group understands a company better than its insiders. An “insider” is a high-ranking executive, board member, or beneficial owner of at least 10% of a company’s outstanding shares. These are individuals who may possess non-public information.
Insiders are required by law to file Form 4 with regulators anytime they purchase or sell shares of their company, including the exercising of option contracts. This filing has to be made within two business days of a transaction.
Based on aggregated Form 4…
