Dear Reader,
When Apple launched the iPhone in 2007, most of their own employees didn’t even know it existed.
That’s how secretive they are.
I believe we’re about to see the same thing happen again.
For the past two years, Apple has hidden a breakthrough technology inside every new iPhone. They haven’t told you about it. They haven’t turned it on.
I expect them to finally go public.
And the moment they do, a small company — just 0.07% Apple’s size — could become headline news.
I don’t want my readers looking back saying, “If only I had known.”
That’s why I’m sharing the details now.
Good investing,
Alexander Green
Chief Investment Strategist, The Oxford Club
Big Insider Sales at NVDA, DELL, TMUS Raise Questions—Or Do They?
Written by Leo Miller. Published 10/22/2025.
Key Points
- NVIDIA, Dell, and T-Mobile are three high-profile stocks that are seeing high levels of insider selling.
- Sellers include a CEO, a controlling shareholder, and a private equity investor.
- However, how concerning are these sales in reality? Should they affect how investors view these three stocks.
Several companies across tech and telecom are seeing millions of dollars in insider selling. But how much should investors really worry?
Below, we break down three names and provide key insights into their recent insider selling.
NVIDIA CEO's Sales — Something to Fret?
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Click here to watch The Final Displacement for freeAs the most valuable publicly traded company in the world, chip giant NVIDIA (NASDAQ: NVDA) deserves first mention. So far in October, Chief Executive Officer Jensen Huang has sold just under $100 million of NVIDIA shares.
That would understandably concern investors. The company's top executive selling a large block of shares can look alarming.
However, Huang's sales are largely a non-issue. They were executed under a predetermined stock-sale arrangement known as a 10b5-1 plan. Under these plans, insiders set trading parameters well before the trades occur, so recent market events do not influence those transactions.
10b5-1 plans let insiders sell shares—often a substantial portion of their compensation—while avoiding accusations of illegal insider trading. Investors should not treat 10b5-1 sales as a near-term bearish signal. That said, a sustained increase in 10b5-1 sales over a long period can be a negative indicator.
Private Equity Investor Selling Hundreds of Millions in Dell Shares
Dell Technologies (NYSE: DELL) has seen insider selling that merits closer scrutiny. Private equity investor Silver Lake Technology Associates (STLA) has sold more than $600 million of Dell shares since the beginning of September. Notably, these sales were not made under a predetermined plan.
Silver Lake has already sold about $230 million more in 2025 than it did in all of 2024, which raises the question of whether the firm lacks confidence in Dell's outlook. That concern is tempered by private equity fund mechanics: such funds typically liquidate holdings and return capital to investors within a roughly 10- to 12-year timeframe.
Silver Lake's website shows it first invested in Dell in 2013. Large sales in 2025 therefore align with a normal 10-to-12-year exit cycle, suggesting Silver Lake is likely liquidating a fund on schedule rather than signaling a sudden loss of confidence. Given that context, its sales do not appear overly concerning.
T-Mobile's Largest Shareholder Sells, but Not a Red Flag
The most valuable U.S. telecom, T-Mobile US (NASDAQ: TMUS), has also experienced notable insider selling. Deutsche Telekom (ETR: DTE) has sold more than $250 million of T-Mobile shares since the beginning of September. Even so, these sales are not especially worrying.
First, the sales were executed under a 10b5-1 plan. Second, although Deutsche Telekom is T-Mobile US's parent company, it has stated it intends to keep its stake above 50%. With its stake at roughly 52% last quarter, it had the flexibility to trim holdings while remaining the majority owner—which suggests it is not bearish on T-Mobile's long-term prospects.
Deutsche Telekom also appears to be scaling back its sales. Through the first eight months of 2025, its T-Mobile share sales totaled about $850 million, compared with more than $2 billion in 2024. That decline in selling activity further undermines the view that Deutsche Telekom is losing confidence in T-Mobile.
Recent Insider Selling at NVDA, DELL, TMUS Looks Benign
These examples show that insider sales must be evaluated individually.
Not all insider transactions are the same, and they do not automatically signal bearishness. While roughly $1 billion of insider sales across these three names have been reported in the past month or two, the circumstances behind each sale suggest none are clear warning signs.
Investors should not by themselves change their outlooks on these companies based solely on these transactions.
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