Pelosi (SP)$INTCCALLS200 contracts · $1M–$5M · OTM
Ackman / PSUS$UBERCLUSTER3 independent buyers this week
Druckenmiller$YPF+433%Argentina energy · 5% of portfolio
Khanna family$MRVLBUYCITI subcommittee overlap · AI infra
Gerstner / Altimeter$ARMNEW$259.5M position · Q1 2026
Ackman / PSUS$FNMAPOLICYGSE privatization bet · confirmed
Pelosi (SP)$INTCCALLS200 contracts · $1M–$5M · OTM
Ackman / PSUS$UBERCLUSTER3 independent buyers this week
Druckenmiller$YPF+433%Argentina energy · 5% of portfolio
Khanna family$MRVLBUYCITI subcommittee overlap · AI infra
Gerstner / Altimeter$ARMNEW$259.5M position · Q1 2026
Ackman / PSUS$FNMAPOLICYGSE privatization bet · confirmed
TradeUpstream · Est. 2026

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Marvell Technology
$MRVL · NASDAQ · AI Infrastructure
92
Alpha Score
95
Smart Money
88
Freshness
100
AI Exposure
68
Valuation
91
Catalyst
Independent Buyers
Rep. Byron Donalds Issue 013
Khanna family trusts Issue 015
Druckenmiller cluster Issue 013
Signal Status
🟡 EMERGING
3 independent buyers, no coordination
Jensen Huang endorsement Jun 2026
Valuation stretched vs. peers
Custom XPU contracts with hyperscalers
Context
Financial Services Committee member, a sitting congressman's family trust, and Druckenmiller's memory rotation all converged on $MRVL independently across three separate issues. Jensen Huang called it "the next trillion-dollar company" after these positions were already accumulating.

Top-ranked signals — this week

Ranked by Alpha Score · Updated every Sunday

Ticker Company Buyers Alpha Score Timing Last Signal
$MRVL Marvell Technology 3 sources 92 🟡 Emerging Issue 015
$UBER Uber Technologies 4 sources 91 🟡 Emerging Issue 017
$ARM Arm Holdings 2 sources 89 🟢 Early Issue 015
$MU Micron Technology 3 sources 85 🟡 Emerging Issue 015
$CRWV CoreWeave 2 sources 88 🟢 Early Issue 015
$XXXX ████████████ 3 sources 87 🟢 Early Issue 016
$XXXX ████████████ 2 sources 83 🟡 Emerging Issue 017

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  signal@tradeupstream.com
From: The Signal Report <signal@tradeupstream.com>
Issue 017 — Pelosi just bet $6M on Intel and Uber. Ackman named his cards. Four remain hidden.
Pelosi's husband bought 200 Intel calls at $50 strike — on the same day he bought 200 Uber calls at the same strike.
Intel is trading at $23. The $50 call is deeply out of the money — it needs to more than double before March 2027. That's not a hedge. Pelosi championed the CHIPS Act. Intel is its single largest beneficiary. The overlap is the story...
Ackman revealed 8 of 12 positions. The two nobody expected: Fannie Mae and Freddie Mac.
His $5B fund IPO'd April 29 — largest closed-end launch in US history. Amazon, Microsoft, Meta, Uber are expected. But two GSEs in federal conservatorship since 2008? That's a pure policy bet on privatization...

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