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Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 1d

🧵 4/5 the CEO signals conviction. It’s a speculative, high-beta bet on AI in healthcare — huge upside if they stabilize, near-zero if they don’t.

Would you take the risk on this one, or wait for proof of life? 💊💻

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

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The Insiders Fund @insomniachedgefund.bsky.social · 1d

🧵 3/5 lots of buzz, few profits. Marpai’s balance sheet is weak, losses are mounting, and liabilities exceed assets. Still, insiders are betting on the platform’s ability to attract partners and achieve margin recovery.

The Take:
Financially, Marpai is fragile, but this near-$1M insider buy from

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 1d

🧵 2/5 The company processes claims and connects self-insured employers with smarter provider networks. After being booted from Nasdaq to OTCQX for equity compliance issues, this CEO buy is either guts or genius.

Industry Context:
AI-driven healthcare admin is a tough business —

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 1d

🧵 1/5 💻 Marpai Inc. ($MRAI) INSIDER BUY Alert 💰

CEO & 10% Owner Damien Lamendola: 896,903 shares @ $1.06 = $950,000

The Setup:
Marpai ($MRAI) is a health-tech TPA using AI and analytics to reduce employer healthcare costs.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 5/5 🔍 Full analysis:
bit.ly/4hEyAfE

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Trading #FinancialAnalysis #InvestorCommunity

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 4/5 If they pull off a turnaround or smart divestment, the upside could sting. For now, it’s a storm of financial risk — not for the faint of heart.

Can the hydroponics heavyweight grow again — or is this insider catching a falling knife? 🌱

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 3/5 selling off its profitable storage division to refocus on its core business. The cannabis-adjacent sector’s been in a bear market, but contrarians know — bottom-fishing here can pay off big when sentiment shifts.

The Take:
GrowGen is badass in ambition but bleeding cash.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 2/5 From lighting rigs to nutrients, soil, and climate control gear, GrowGen is the go-to shop for cultivation equipment.

Industry Context:
This is a turnaround story in a bruised sector. Revenue is sliding, losses are deep, and the company’s exploring

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 1/5 🌿 GrowGeneration ($GRWG) DOUBLE INSIDER BUY Alert 💰

Director Stephen Aiello: 133,334 shares @ $1.66 = $221,334

The Setup:
GrowGeneration ($GRWG) is America’s largest hydroponics and organic gardening supplier, catering to the green economy’s growers and greenhouse builders.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 4/4 it rewrites pharma’s playbook. If not, it’s another ‘AI revolution’ that dies in a petri dish.

Would you take a swing at this AI-bio crossover, or sit this one out? 💉🤖

🔍 Full analysis:
bit.ly/4hEyAfE

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.
#InsiderBuying #Stocks #Trading #Stocks

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 3/4 The company’s promise lies in its ability to shorten timelines and boost success rates, but the business model still runs on promise, not profit.

The Take:
Absci is swinging for the fences — AI meets wet lab in a biotech moonshot. Sexy story, ugly balance sheet. If the dream works,

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 2/4 design new antibodies and optimize therapeutic properties faster than traditional pharma methods.

Industry Context:
This is high-concept biotech meets high-burn reality. Generative AI drug design is the new frontier — but so far, partnerships don’t equal profits.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 1/4 🧬 Absci Corp. ($ABSI) INSIDER BUY Alert 💰

Director Menelas N. Pangalos: 95,785 shares @ $2.66 = $254,788

The Setup:
Absci ($ABSI) is blending generative AI with wet-lab biology to revolutionize drug discovery. Their “Integrated Therapeutic Creation” platform uses machine learning to

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 5/5 ⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.

#Stocks #InvestorStrategy #InvestmentBanking #InvestorCommunity

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 4/5 minting money or just keeping wells alive. This is a high-torque midstream bet with serious scale. But it’s levered, and free cash flow can buck like a rodeo bull. Strap in.

Is this insider loading up ahead of another shale expansion wave? ⛽

🔍 Full analysis:
bit.ly/3WBto2n

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 3/5 Rising utilization rates have juiced revenues and EBITDA, but that leverage will sting if commodity prices or rig counts roll over. The market’s pricing in a bullish upcycle — the insider buy hints management thinks it’s not done yet.

The Take:
Archrock gets paid whether producers are

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 2/5 With operations spanning contract compression and aftermarket services, it’s a leveraged play on the buildout of the Permian and broader shale infrastructure.

Industry Context:
Energy infrastructure names like Archrock thrive when gas demand is high, but carry real debt and cyclicality risk.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 1/5 ⚙️ Archrock Inc. ($AROC) DOUBLE INSIDER BUY Alert 💰

Director Jason C. Rebrook:
10,000 shares @ $24.17 = $241,670
10,000 shares @ $24.16 = $241,580

The Setup:
Archrock ($AROC) is the 800-pound gorilla of natural gas compression — the picks-and-shovels provider that keeps U.S. gas flowing.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 5/5 Is this insider bet a quiet accumulation play before construction season heats up? 🏗️

🔍 Full analysis:
bit.ly/3WBto2n

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.

#HedgeFund #StockMarket #FinTech #FinanceDiscussion

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 4/5 it’s a cash-flow grinder with brands that sneak into your backyard BBQs and construction sites. The question is whether management can spin this into more than a utility-like slog. Right now, it’s a ‘prove it’ story.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 3/5 Q1 FY26 EPS of $0.74 and ~$304M in revenue show decent execution, but demand is uneven — soft on the consumer side, stronger in building products. Post-spin identity crises are normal; this one just needs time and a spark.

The Take:
This isn’t a high-growth tech rocket —

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 2/5 From propane cylinders to Bernzomatic torches to ceiling suspension systems, this company sells the unglamorous hardware that quietly keeps homes and job sites running.

Industry Context:
Worthington is trying to pivot from steel brawn to steady consumer cash flow.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 2d

🧵 1/5 🧰 Worthington Enterprises ($WOR) INSIDER BUY Alert 💰

Director Michael J. Endres: 10,000 shares @ $52.95 = $529,500

The Setup:
Worthington Enterprises ($WOR) is an industrial spinoff reborn from Worthington Steel, now leaning into consumer and building products.

Insider Buying Week 09-26-25 Marvell Insiders Throw a Hail Mary – The Insomniac Hedge Fund

The Insiders Fund @insomniachedgefund.bsky.social · 3d

🧵 6/6 Is this insider cluster a signal that AI infrastructure stocks are ready for a second leg higher? 🚀

🔍 Full analysis:
bit.ly/3WBto2n

⚠️ EDUCATION. OPINIONS ONLY. NOT INVESTMENT ADVICE.

#InsiderBuying #FinTech #FinancialAnalysis #MarketMovers