Silver Lake's $149M DELL Exit + Zuckerberg's $92M META Sales

QUIVER STRATEGIES
Check out our top Performing Strategies

Each week, we are highlighting the top Quiver Strategies trending right now:

In today’s edition:

• Political News & Congress Trading

• Huge Insider Sales at Dell & Meta

• U.S. AI Export Rules Reshape the Global Tech Landscape

  -David Love

POLITICS
Congress Trades & News

Insights from our Congress Trading Dashboard

Several politicians & members of Congress made millions of dollars in the stock market in 2025:

• President Elect Donald Trump’s (R) net worth rose by $596M yesterday, per our estimates. This is due to a 15% jump in (DJT).

• Sheldon Whitehouse (D) disclosed 3 tech sales 1/8/25. He sold stock in Nvidia, Lam Research and Apple:

  • Up to $50k worth of (NVDA) in a partial sale.

  • Up to $50K worth of (LRCX) in a full sale.

  • Up to $50K worth of (AAPL) in a partial sale.

• Nancy Pelosi (D) was down $1.17M (-0.44%) yesterday in the market. She has a net worth of $264M. We caught a massive purchase of Broadcom call options back in July 2024. She bought up to $5M in options. Here's how (AVGO) has done since then:

• The Supreme Court ha signaled that it is likely to uphold the US TikTok ban. We noticed that (META), spent $5.9M on lobbying last quarter. They are on pace to shatter their record for annual lobbying spending. We will receive their Q1 data later this month:

• On 1/10/25, Rep. Guy Reschenthaler (R) disclosed multiple crypto purchases including Solana, Ripple, and Bitcoin (GBTC). He bought up to $45K of crypto in total. He currently has a net worth of just $345K, so this seems like a significant move.

• In 1/10/8, we caught Rep. Laurel Lee (R) trading penny stocks. Her spouse bought stock in a company called TuHURA Bio on 11/25/24. It rose 87% in the four days following the trade.

  • (HURA) has a market cap of less than $200M, and Lee is the only member of Congress we have seen trade it. The company appears to be located in her district, so possibly some connection there.

DATA ROUNDUP
Featured Quiver Datasets

Here’s an overview and data updates from some our datasets and their corresponding dashboards:

Insider Trading
Track the largest & most recent purchases & sales by corporate “insiders”. They are required to disclose purchases or sales of their own stock within two business days of when they occur. Using these disclosures, we collect data on stock insider trading activity, which can give hints on whether executives are bullish or bearish on their own company.

• (META) CEO Mark Zuckerberg has been selling a ton of Meta stock in multiple transactions starting 12/3/24. Year to date in 2025 he has sold $92M worth of Meta. Check out the rest of his sales: Mark Zuckerberg Insider Sales.

• We have seen some significant selling in (DELL) by Silver Lake Group & it’s subsidiary and General Partner of Silver Lake Technology Associates; SLTA IV GP LLC.

  • In a series of sales transactions they have sold over $149M of Dell stock year to date in 2025, and have even more sales in late Q4 2024.

  • Silver Lake is an $8B private equity firm & Director and Beneficial Owner of more than 10% of Dell Technologies.

Government Spending
Quiver has developed a new dashboard using the usaspending.gov API to track government contracts to publicly traded companies.

This tool becomes even more powerful when combined with the rest of Quiver's government dataset ecosystem. Monitor companies receiving government payments, cross reference with corporate lobbying and track sudden changes in payment patterns using payment volumes between competing companies.

Insights from our Quiver Dashboards

NEWS
How U.S. AI Export Rules Could Reshape the Global Tech Landscape

The United States unveiled new regulations aimed at restricting the global flow of advanced artificial intelligence (AI) chips and technologies, a move designed to cement its leadership in AI while curbing China’s access. The new rules introduce export quotas for about 120 countries and exempt 18 allied nations, including Japan, the United Kingdom, and the Netherlands. The regulations, crafted under President Joe Biden’s administration, represent a continuation of efforts to stymie China's technological advancements and to secure America’s competitive edge in AI development and chip design.

The rules impose strict licensing requirements for advanced graphics processing units (GPUs), primarily affecting U.S.-based companies Nvidia (NVDA) and AMD (AMD), which are leaders in AI chip manufacturing. The restrictions also target cloud service providers like Microsoft (MSFT), Google (GOOGL), and Amazon (AMZN), who can seek global authorizations to build data centers in restricted countries. However, these providers must adhere to stringent conditions, including security protocols and human rights commitments. Industry giants like Nvidia and Oracle (ORCL) have criticized the regulations, citing concerns over market disruptions and potential benefits to Chinese competitors.

Market Overview:

• U.S. imposes global export controls on advanced AI chips, targeting 120 countries.

• Nvidia and AMD shares drop on fears of market overreach and tighter restrictions.

• Major cloud providers like Microsoft, Google (GOOG), and Amazon face new compliance challenges.

Key Points:

• New rules aim to limit AI chip exports while exempting 18 allied nations from restrictions.

• China, Russia, and other embargoed nations remain barred from receiving advanced technologies.

• Critics argue the regulations could inadvertently benefit Chinese competitors in global markets.

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