Prefer to view this content on our website? Click here.
Here's What Billionaires Are Buying Hand Over Fist
When billionaires and high-level insiders buy, it's worth paying attention.
Not because every purchase is a guaranteed winner, but because these investors often have a sharper view of long-term positioning, cycle timing, and—especially for insiders—internal execution. Their buying activity can be a useful "signal," particularly when it shows up after a stock has already been punished and sentiment is washed out.
That said, there's an important nuance: some of the most visible "billionaire buying" headlines come from 13F filings, which are backward-looking snapshots of holdings at quarter end. They can provide valuable clues, but they are not real-time trade alerts.
With that in mind, here are three stocks drawing meaningful "smart money" interest—spanning a beaten-down consumer icon, a dominant AI platform, and a higher-risk quantum computing play.
Company: Nike (SYM: NKE)
Insider confidence near the lows after a painful reset
Nike has been a classic "great brand, tough tape" story.
The stock slid hard late last year amid concerns tied to China demand, margin pressure, and cautious outlook commentary. But what stood out is what happened near the bottom: significant insider buying.
Apple CEO Tim Cook—who has served on Nike's board since 2005—bought 50,000 shares at an average price of $58.97 for roughly $2.95 million, according to regulatory filings and reporting.
In the same time window, Nike director Robert Holmes Swan bought 8,691 shares at an average price of $57.54, a purchase worth about $500,000.
This matters for two reasons:
-
It's non-trivial size. These aren't symbolic $50,000 "window-dressing" buys.
-
It happened after weakness. The best insider signals often appear when headlines are ugly and the stock is already discounted.
Of course, Nike isn't magically "fixed" overnight. The operating story still hinges on product execution, inventory discipline, China traction, and a credible roadmap to stabilize and rebuild margins. But insider buying at depressed levels can be an encouraging tell that the selloff may have overshot reality.
Where it stands now: NKE last traded around $63.36.
EnergyX
Meet America's Newest $1B Unicorn
It just surpassed a $1B valuation, joining private US companies like SpaceX and OpenAI. Unlike those companies, you can invest in EnergyX today. Industry giants like General Motors, Eni, and POSCO already have. Why? EnergyX's patented tech can recover up to 3X more lithium than traditional methods. Now, they're readying 100,000+ acres of lithium-rich Chilean land for commercial production.
Join 40k+ people as an EnergyX investor before their share price increases after 2/26.
Company: Alphabet (SYM: GOOG)
Billionaire accumulation + a power-and-data-center catalyst
Alphabet has been a magnet for large investor interest as AI shifts from novelty to infrastructure.
In Berkshire Hathaway's Q3 2025 13F filing, Berkshire disclosed a sizeable new Alphabet stake—widely reported at around 17.8 million shares.
Alphabet also appeared in reports covering other billionaire activity in the same period, including Stanley Druckenmiller's Duquesne Family Office initiating an Alphabet position (noted in some summaries as ~102,200 shares).
Again, remember the 13F lag: these filings confirm positioning as of quarter-end, not necessarily what is being bought today. Still, it's meaningful when heavyweight investors choose to establish or add exposure—especially in a mega-cap where capital allocation requires conviction.
Why the Alphabet thesis is strengthening
The AI opportunity isn't just about models and chatbots—it's about compute, data centers, and power availability. Alphabet has moved to address that constraint directly via an announced acquisition of Intersect Power, an energy and data center infrastructure company, in a deal reported at $4.75 billion plus debt.
In discussing the deal, Alphabet/Google CEO Sundar Pichai said Intersect will help expand capacity and build power generation in step with data center load—an increasingly strategic priority as AI demand accelerates.
Translation: Alphabet is trying to secure the "fuel line" for AI growth. In a world where power constraints can bottleneck data-center scale, owning more of the infrastructure pipeline can be a competitive advantage.
Where it stands now: GOOG last traded around $333.08.
TradeAlgo
Wall Street's Money Leaves Clues
Institutions don't trade like you.
They hide orders in dark pools.
Our A.I. scans them in real time — and texts you the ticker when big money moves.
Get Free SMS Alerts >
Company: D-Wave Quantum (SYM: QBTS)
A higher-risk bet as quantum computing gets louder
Quantum is speculative—but it's gaining attention because of its potential to solve certain categories of problems that are extremely difficult for classical systems.
That's part of why Ken Griffin's Citadel drew headlines for its D-Wave position. Multiple reports citing Citadel's Q3 13F indicated the firm bought 169,057 shares, increasing its stake by about 201%.
What's the catalyst on D-Wave's side? The company has continued to push its platform forward. D-Wave announced the general availability of its Advantage2 system, describing it as its most advanced and performant system, and positioning it as capable of solving certain hard problems beyond classical reach (in the company's framing).
This is still early-stage technology, and the market can swing violently on sentiment. But the upside narrative is why billionaires and institutions occasionally take "option-like" positions in the space.
The market size story
Estimates vary, but the broad "quantum value creation" narrative is substantial. For example, BCG has projected quantum computing could create $450B–$850B of economic value by 2040.
(That figure is often cited in media discussions as a rough framing of the opportunity size, not a guaranteed revenue forecast.)
Where it stands now: QBTS last traded around $19.19.
Risk to respect: this is not a "sleep well at night" blue-chip. Quantum equities can be extremely volatile, profitability is uncertain, and timelines are long. Positions here tend to work best when sized appropriately for high-risk exposure.
0 التعليقات:
إرسال تعليق