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- Rep. Salazar Bought Corning Stock 12 Days Before Meta's $6B Deal
Rep. Salazar Bought Corning Stock 12 Days Before Meta's $6B Deal
Howard Marks strategy +4.93%. OpenAI missed targets ORCL -4%, SoftBank -10%. Everforth CEO buys $1M. Charter directors buy $2.37M.
David Love
May 04, 2026
THE QUIVER QUANT
EXECUTIVE SUMMARY
Quiver's Howard Marks strategy leads Hot Strategies this week at +4.93% in 7 days. Insider Purchases follows at +3.90%, Congress Long-Short at +2.63%.
OpenAI missed its revenue and user targets last week according to the Wall Street Journal, sending Oracle down 4% and SoftBank down 10%. The report landed the day before Meta, Amazon, Alphabet, and Microsoft all report Q1 earnings. The question now is whether $600B in committed compute contracts gets honored.
On the congressional side, Rep. Salazar disclosed 20+ stock purchases after going 12 months without a single trade, including Corning (GLW) bought 12 days before Meta broke ground on a $6B fiber-optic manufacturing expansion. She sits on the House Financial Services Committee. Full trade list in the alert below.
In insider trading, Everforth's CEO bought $1M worth of stock on rebrand day and 15 other insiders bought alongside him. Charter directors bought $2.37M the same day Wells Fargo cut their price target. X-Energy directors bought shares at IPO price after the stock already ran 56%. Sara Jacobs up 17.70% this week
Full breakdown below.
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STRATEGY PERFORMANCE
POLITICS
Top Congress Portfolios This Week
QUIVER DATA
Significant Insider Purchases This Week
THE EDITORIAL QUANT
The Sentiment Paradox of April 2026
This Thursday. The S&P 500 closed at an all-time high of 7,165. Nvidia crossed $5 trillion. Intel posted the biggest earnings beat of the quarter. And yet consumer sentiment just hit 49.8, the lowest in the University of Michigan survey's 74-year history. Inflation expectations surged to 4.7%. We dig into what the data says when markets and consumers completely disagree, and what congressional and insider trading patterns look like during past sentiment divergences.
Also this Thursday: Who moved size before the announcement, what Torres’ own Quiver-tracked portfolio looks like, and whether this one actually gets enforced when the last two didn’t. See the full breakdown→
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