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This Month's Bonus News
Insiders Are Selling Big Tech, But Here Are 3 Reasons You May Not Want ToWritten by Thomas Hughes. Published: 4/28/2026. 
Key Points
- Insider selling in big tech stocks such as NVIDIA, Meta Platforms, AMD, and Palantir reflects personal financial needs rather than deteriorating business fundamentals.
- Institutions are buying shares of these AI-linked stocks at ratios of $2 or $3 to $1 against insider sales, signaling broad professional confidence in the sector.
- Rising analyst coverage, firming sentiment, higher price targets, and upcoming earnings reports are converging as tailwinds that could drive these stocks to fresh all-time highs.
- Special Report: Elon Musk already made me a “wealthy man”
Insiders are selling big tech stocks, but investors should think twice about doing the same. The insiders — many of whom have held their roles for at least 10 years and some for more than 20 — not only benefit from share-based compensation but have also seen significant gains in recent years.
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Stocks like NVIDIA (NASDAQ: NVDA), Meta Platforms (NASDAQ: META), Advanced Micro Devices (NASDAQ: AMD), and Palantir (NASDAQ: PLTR) are up triple digits over that period and even more over the longer term, and they're likely to keep moving higher as the year progresses. That creates practical reasons for insiders to sell: locking in profits, reallocating portfolios, and paying taxes.
But should investors follow in their footsteps? Here are three reasons they shouldn't. Reason #1: The AI Buildout Theme Has Not Fully Played OutThe AI wave that is powering these businesses and their stock prices is far from over. The worst-case scenario is that phase one — the build-out phase — hit a hiccup when demand overwhelmed NVIDIA’s GPU supply. Still, we are on the cusp of moving past that bottleneck. In the interim, spending is spilling into adjacent verticals: newly minted GPU owners now need connectors, control units, sensors and actuators, racks to house them, data centers to shelter them, cooling systems to prolong longevity, and all the wiring and optics necessary to connect everything. And that’s before you account for the infrastructure required to take AI out of the datacenter and put it to work. In this environment, Advanced Micro Devices’ launch of MI450 products and Helios rack-scale solutions could unleash pent-up datacenter demand and spending, pushing the entire complex higher by year’s end and over time. NVIDIA and AMD GPUs are built on different architectures and use different manufacturing and advanced packaging approaches, so they face distinct hurdles. AMD will likely hit a capacity wall in delivering GPUs, but it will take at least a few quarters to do so. Reason #2: Institutions Are Accumulating Big TechWhile insiders — from CEOs and CFOs to board members — are selling shares, institutions are buying them. Institutional activity varies by stock, but InsiderTrades data show institutions buying NVIDIA and AMD at roughly 2- or 3-to-1 ratios, with similar trends in names like Meta Platforms and Palantir. Neither Meta Platforms nor Palantir produces GPUs or fits the traditional AI-infrastructure label, but both are critical to the AI trade, representing AI monetization and the value it can create. Meta is among the earliest non-infrastructure companies to go all‑in on AI, ramping spending several times since 2022 and showing results within quarters. Those results include increased traffic, higher engagement and improved ad metrics — specifically more ads served and greater revenue per ad. Palantir is another example of AI’s monetization, helping governments and organizations visualize large, complex data sets and make actionable decisions. Once widely criticized, the company has become a focus for institutions buying stock at about a 3-to-1 pace over the trailing 12 months leading into May, with buying activity ramping sequentially. Reason #3: Analyst Upgrades, Earnings Catalysts, and Chart Strength Are Lining UpAnalysts' coverage and sentiment are equally bullish and, because their research reaches institutional investors, are helping propel the market higher. Data show coverage increasing on a trailing-12-month basis, sentiment firming, and price targets rising — a triple tailwind for price action. As a result, many Moderate Buy ratings carry robustly bullish biases, verging on Strong Buy, and price target trends are moving toward the high end of ranges. That combination points to fresh all-time highs for the Magnificent Seven and puts companies like Advanced Micro Devices on a path toward trillion-dollar valuations. In addition, the charts look favorable for these stocks. The few that haven’t already broken out to new highs are in rebound mode, having established support and appearing poised to break out later this year. Upcoming earnings reports are likely catalysts, with many of the Magnificent Seven expected to beat consensus estimates and provide bullish guidance updates. Of the four stocks discussed here, Advanced Micro Devices may have the largest upside by year’s end. Its revenue growth could accelerate toward triple-digit rates — possibly in Q3, and almost certainly by Q1 of the following year — as its business scales to NVIDIA-like proportions. In that scenario, AMD’s stock could appreciate several-fold as it narrows the valuation gap with NVIDIA. 
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