Moore Alexander D.Director
Sell $2.1M of disclosed value in Palantir Technologies Inc $PLTR.
Sell
AI & Compute Infrastructure
- Last updated
- Jul 20, 2026
- Based on
- 157 actions
- Gurus considered
- 106
- Stocks covered
- 467
Compute, chips, cloud, networking, and data platforms powering AI workloads. This page tracks 157 investor, Congress, and insider actions tied to the broader AI & Compute Infrastructure category, connecting the industry classification with the people and institutions currently showing activity. It gives context from 106 gurus across 467 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
AI & Compute Infrastructure Smart Money Notes
Sciammas MauriceEVP, WW Sales, Marketing
Sell $20.1M of disclosed value in Monolithic Power Systems, Inc. - Common Stock $MPWR.
Sell
Agrawal NitinCFO
Sell $5.5M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Rothenstein David MSVP, CSO
Sell $1.1M of disclosed value in Ciena Corporation $CIEN.
Sell
McBee BranninChief Development Officer
Sell $21M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Smith Gary BDirector, President, CEO
Sell $1.2M of disclosed value in Ciena Corporation $CIEN.
Sell
Intrator Michael NDirector, CEO, President, 10% Owner
Sell $24.9M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Bechtolsheim Andreas10% Owner
Sell $54.2M of disclosed value in Arista Networks Inc $ANET.
Sell
Uang Du-TsuenChief Administration Officer
Sell $2.1M of disclosed value in ASE Technology Holding Co., Ltd. $ASX.
Sell
Huffman Steve LaddDirector, CEO, President, 10% Owner
Sell $3.4M of disclosed value in Reddit, Inc. $RDDT.
Sell
Zatlyn MichelleDirector, President, Board Co-Chair
Sell $27.4M of disclosed value in Cloudflare, Inc. $NET.
Sell
Wong Jennifer L.COO
Sell $7.6M of disclosed value in Reddit, Inc. $RDDT.
Sell
Cheng Chi FungDirector, CTO
Sell $6.6M of disclosed value in CREDO TECH GROUP HOLDING LTD $CRDO.
Sell
Smith Gregory StephenDirector, President, CEO
Sell $1.4M of disclosed value in Teradyne, Inc. $TER.
Sell
Lam Yat TungDirector, COO
Sell $23.9M of disclosed value in CREDO TECH GROUP HOLDING LTD $CRDO.
Sell
Olivan JavierCOO
Sell $1.4M of disclosed value in Meta Platforms Inc $META.
Sell
Talwalkar Abhijit YDirector
Sell $6.1M of disclosed value in Lam Research Corp $LRCX.
Sell
Silver Lake Partners IV, L.P.10% Owner
Sell $31.2M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Ullal JayshreeDirector, CEO, Chair
Sell $38.4M of disclosed value in Arista Networks Inc $ANET.
Sell
Sl Spv-2, L.p.Director, 10% Owner
Sell $27M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Ullal JayshreeDirector, CEO, Chair
Sell $37M of disclosed value in Arista Networks Inc $ANET.
Sell
Silver Lake Partners V DE, L.P.10% Owner
Sell $15.8M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Olivan JavierCOO
Sell $2.9M of disclosed value in Meta Platforms Inc $META.
Sell
Silver Lake Partners V DE, L.P.10% Owner
Sell $14.1M of disclosed value in Dell Technologies Inc. $DELL.
Sell
McBee BranninChief Development Officer
Sell $20.7M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Silver Lake Partners IV, L.P.10% Owner
Sell $31.1M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Intrator Michael NDirector, CEO, President, 10% Owner
Sell $30.8M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.
Sell
Sl Spv-2, L.p.Director, 10% Owner
Sell $27M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Bechtolsheim Andreas10% Owner
Sell $42.7M of disclosed value in Arista Networks Inc $ANET.
Sell
Silver Lake Partners IV, L.P.10% Owner
Sell $29.9M of disclosed value in Dell Technologies Inc. $DELL.
Sell
Showing 1-30 of 157