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Filings Flood In as 13F Season Hits Full Stride

Filings Flood In as 13F Season Hits Full Stride Chips Take Centre Stage 13F filings dominated today's tape. NVIDIA disclosed a 122.8 million Class A share stake in SpaceX, a rare cross-asset move from the chipmaker. Intel drew simultaneous interest from two major funds. Soros Fund Management reported a new 100,000-share stake. Coatue separately disclosed 12.1…

14 Aug 2026, 20:50·1 min read

Latest stories

Chips and Hedges: Options Bets Pile Up

Chips and Hedges: Options Bets Pile Up Options activity is heating up in semiconductors. 13F filings hitting today are reshaping sentiment across the sector — and the options market is taking notice. Micron Technology sits at the top of positive options bets this week. The stock has surged 233% year-to-date. Analysts see a further 58% return potential. Its short interest is just…

14 Aug 2026, 20:49

Bernstein Sweeps Industrial Sector With Price Target Hikes

Bernstein Sweeps Industrial Sector With Price Target Hikes Bernstein analyst Varun Govindaraj raised price targets across five industrial stocks in a single session. The sweep covers JCI, EMR, TT, ROK, and PH. The biggest move was Parker-Hannifin. Bernstein lifted its target to $1,218 from $1,037. That is a 17% jump in one call…

14 Aug 2026, 20:21

Insiders Signal Confidence — and Caution

Insiders Signal Confidence — and Caution Bill Gates filed this week to disclose he bought $100M+ in RSG shares. The Republic Services purchases — spread across August 10–11 — add to his already sizeable waste-management bet. Gates paid roughly $216 per share, a clear show of long-term conviction in essential infrastructure. Meanwhile, TWLO saw a board-linked…

14 Aug 2026, 20:10

Bears Pile In: Wolfspeed, Biotech Lead This Week's SI Surge

Bears Pile In: Wolfspeed, Biotech Lead This Week's SI Surge Short sellers turned aggressive this week. The latest ORTEX data shows clear patterns — semiconductors, biotech, and a private-prison play all saw notable increases. Wolfspeed Takes the Top Spot WOLF sits at 85.2% SI of free float — up 6.9 percentage points in just seven days. That's one of the largest…

14 Aug 2026, 20:03

Wayfair Bears Return: Options Signal Caution After Earnings Rally

Ten days after Wayfair surged 30% on earnings, the options market is flashing its most bearish signal in nearly three weeks. The put-call ratio hit 1.12 on August 13. That is a z-score of 3.75 against the 20-day mean of 0.70 — an extreme reading by any measure. The stock has given back ground since the print, falling 1.8% on the day and 2.8% over the past week. At $101, it now trades…

14 Aug 2026, 18:03

RDDTTrader Note

Reddit Shorts Rebuild After Earnings Rout

RDDT heads into the week of August 14 with a notable tension: short interest has climbed meaningfully since late July even as the stock bounced hard off its post-earnings lows, setting up a tug-of-war between rebuilding bears and buyers treating the dip as an opportunity. The short side has been quietly building. Short interest now represents nearly 14% of the free float — up 7.2%…

14 Aug 2026, 17:41

PINSTrader Note

Pinterest Shorts Retreat as Founder Sales Dominate the Tape

PINS has handed back most of its post-earnings pop, sliding back to $23.32 after touching $25.58 the week of results — and the most consistent sellers in recent weeks have been the people who built the company. The insider-selling pattern is the most striking feature of the current setup. Founder and Chairman Benjamin Silbermann has sold roughly 46,875 shares on at least six…

14 Aug 2026, 17:39

ERICTrader Note

Ericsson Earnings Reaction Casts Shadow Over October Print

ERIC enters the autumn earnings cycle carrying the weight of a brutal July report — and with the next results date just two months out, the question is whether the stock's modest recovery is building on solid ground or merely filling a gap. The July 14 earnings print left a mark that is hard to ignore. The stock fell 16% on the day and extended losses to nearly 19.3% over the…

14 Aug 2026, 17:37