Nvidia, Micron, Broadcom, CrowdStrike, Oracle Insider Shake-Up

Insiders have been trading these 5 stocks: ((NVDA)), ((MU)), ((AVGO)), ((CRWD)) and ((ORCL)). Here is a breakdown of their recent trades and their value.

Director Mark A. Stevens’ decision to sell 222,500 shares of Nvidia stock, in a transaction worth a substantial $40,085,600, has drawn attention from market watchers tracking insider activity at the chip giant. Such a large sale from a director can prompt investors to ask whether it reflects profit-taking after a strong run in Nvidia’s share price or a shift in personal portfolio strategy, rather than a signal about the company’s long‑term prospects. Still, the sheer scale of the $40 million-plus sale stands out and will likely be scrutinized alongside Nvidia’s recent performance in AI and data center markets.

At Micron, Director Steven Gomo has executed a far smaller but still notable transaction, selling 5,000 shares of the company’s stock for a total value of $1,318,150. While the dollar amount is modest compared with some of the blockbuster insider trades seen elsewhere in the semiconductor space, any director‑level sale invites analysis of timing relative to Micron’s memory pricing cycle and earnings outlook. Investors will be watching whether this $1.3 million sale is an isolated liquidity move or part of a broader pattern of insider dispositions at Micron.

Broadcom has seen both buying and selling activity among top leaders, offering a more nuanced picture of insider sentiment. CEO and CFO Harry L. You stepped in as a buyer, acquiring 1,000 shares of Broadcom stock in a purchase worth $325,120, a move often interpreted as a sign of confidence in the company’s trajectory. In contrast, Director Hock Tan executed a massive sale of 130,000 Broadcom shares, with the transaction totaling $42,382,600. The juxtaposition of a $325,120 insider purchase alongside a $42.38 million insider sale underscores how different executives may have distinct liquidity needs or portfolio strategies, even while operating under the same corporate outlook.

CrowdStrike Holdings has been particularly active on the insider front, with multiple senior leaders selling shares in high‑value transactions. President and CEO George Kurtz sold 17,550 shares, generating proceeds of $8,448,277. CFO Burt W. Podbere followed with the sale of 10,516 shares worth $5,082,699, while President Michael Sentonas sold 11,461 shares for $5,498,758. Adding to the series of disposals, CAO Anurag Saha sold 1,530 shares valued at $734,063. Altogether, these transactions represent tens of millions of dollars in CrowdStrike stock sold, a cluster of insider activity that investors may weigh against the company’s rapid growth in cybersecurity and recurring subscription revenue.

At Oracle, insider selling has also been in focus, though on a relatively smaller scale compared with some of the tech heavyweights. Director Naomi Seligman sold 2,223 shares of Oracle stock, a transaction worth $437,064, suggesting a routine portfolio adjustment rather than a transformational divestment. Meanwhile, CEO Clayton M. Magouyrk executed a larger sale, offloading 10,000 shares for total proceeds of $1,925,100. Together, the $437,064 and $1,925,100 sales highlight that Oracle’s leadership continues to realize gains from the stock’s performance, while investors will assess whether these sales align with normal trading patterns or foreshadow any shift in executive outlook on the company’s cloud and software strategy.