Does this really surprise anyone? When NVIDIA alone makes up over 7% of the S&P 500 and nearly 17% of the Nasdaq 100. In that context, $720 million in insider selling since June, including major dumps by CEO Jensen Huang, starts to look a lot more like a warning than routine profit taking. In a market this top heavy, where one stock holds more sway than entire sectors used to, insider activity becomes a macro signal. The people closest to the engine are easing off the throttle, maybe it’s worth asking why.
Does this really surprise anyone? When NVIDIA alone makes up over 7% of the S&P 500 and nearly 17% of the Nasdaq 100. In that context, $720 million in insider selling since June, including major dumps by CEO Jensen Huang, starts to look a lot more like a warning than routine… https://t.co/SQKzj6rT6K
— EndGame Macro (@onechancefreedm) July 12, 2025