| 6/5/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 89,648 | $403.01 | $36,129,040.48 | |
| 6/5/2026 | Silver Lake Partners V De (Aiv Director | Sell | 36,736 | $403.00 | $14,804,608.00 | |
| 6/5/2026 | | Sell | 84,583 | $403.00 | $34,086,949.00 | |
| 6/4/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 90,304 | $424.55 | $38,338,563.20 | |
| 6/4/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 78,425 | $414.43 | $32,501,672.75 | |
| 6/4/2026 | Silver Lake Partners V De (Aiv Director | Sell | 37,934 | $424.55 | $16,104,879.70 | |
| 6/4/2026 | Silver Lake Partners V De (Aiv Director | Sell | 32,945 | $414.43 | $13,653,396.35 | |
| 6/4/2026 | | Sell | 83,742 | $424.55 | $35,552,666.10 | |
| 6/4/2026 | | Sell | 72,728 | $414.43 | $30,140,665.04 | |
| 6/3/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 84,365 | $422.98 | $35,684,707.70 | |
|
| 6/3/2026 | Silver Lake Partners V De (Aiv Director | Sell | 35,437 | $422.98 | $14,989,142.26 | |
| 6/3/2026 | | Sell | 78,236 | $422.98 | $33,092,263.28 | |
| 6/2/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 19,320 | $458.12 | $8,850,878.40 | |
| 6/2/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 176,754 | $438.91 | $77,579,098.14 | |
| 6/2/2026 | Silver Lake Partners V De (Aiv Director | Sell | 74,265 | $438.91 | $32,595,651.15 | |
| 6/2/2026 | Silver Lake Partners V De (Aiv Director | Sell | 8,118 | $458.12 | $3,719,018.16 | |
| 6/2/2026 | | Sell | 17,932 | $458.12 | $8,215,007.84 | |
| 6/2/2026 | | Sell | 164,047 | $438.91 | $72,001,868.77 | |
| 6/1/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 189,805 | $457.99 | $86,928,791.95 | |
| 6/1/2026 | Silver Lake Partners Iv, L.P. Director | Sell | 84,532 | $445.96 | $37,697,890.72 | |
| 6/1/2026 | Silver Lake Partners V De (Aiv Director | Sell | 79,602 | $457.99 | $36,456,919.98 | |
| 6/1/2026 | Silver Lake Partners V De (Aiv Director | Sell | 35,453 | $445.96 | $15,810,619.88 | |
| 6/1/2026 | | Sell | 175,901 | $457.99 | $80,560,898.99 | |
| 6/1/2026 | | Sell | 78,339 | $445.96 | $34,936,060.44 | |
| 4/24/2026 | | Sell | | $216.13 | $1,001 - $15,000 | |
| 4/16/2026 | V (Gp) L.L.C. Slta Director | Sell | 382,000 | $176.81 | $67,541,420.00 | |
| 4/15/2026 | | Sell | 116,000 | $182.48 | $21,167,680.00 | |
| 4/15/2026 | V (Gp) L.L.C. Slta Director | Sell | 458,666 | $177.24 | $81,293,961.84 | |
| 4/15/2026 | | Buy | | $177.37 | $1,001 - $15,000 | |
| 4/13/2026 | | Buy | | $189.82 | $1,001 - $15,000 | |
| 4/9/2026 | | Sell | 19,500 | $182.53 | $3,559,335.00 | |
| 3/23/2026 | V (Gp) L.L.C. Slta Director | Sell | 459,999 | $162.25 | $74,634,837.75 | |
| 3/23/2026 | | Sell | 143,067 | $165.00 | $23,606,055.00 | |
| 3/23/2026 | | Sell | | $164.74 | $1,001 - $15,000 | |
| 3/20/2026 | V (Gp) L.L.C. Slta Director | Sell | 150,022 | $166.96 | $25,047,673.12 | |
| 3/20/2026 | V (Gp) L.L.C. Slta Director | Sell | 299,979 | $164.54 | $49,358,544.66 | |
| 3/19/2026 | | Sell | 1,538 | $149.26 | $229,561.88 | |
| 3/18/2026 | Iv (Gp) L.L.C. Slta Director | Sell | 25,735 | $154.39 | $3,973,226.65 | |
| 3/18/2026 | Iv (Gp) L.L.C. Slta Director | Sell | 74,258 | $152.28 | $11,308,008.24 | |
| 3/18/2026 | | Sell | 28,529 | $152.51 | $4,350,957.79 | |
| 3/17/2026 | V (Gp) L.L.C. Slta Director | Sell | 237,431 | $154.40 | $36,659,346.40 | |
| 3/9/2026 | | Sell | 10,200 | $145.00 | $1,479,000.00 | |
| 3/6/2026 | | Sell | 150,346 | $145.13 | $21,819,714.98 | |
| 3/6/2026 | V (Gp) L.L.C. Slta Director | Sell | 4,417 | $146.75 | $648,194.75 | |
Musk is burning $2.5 billion a quarter on AI. One company holds the key. (Ad) SpaceX's S-1 filing reveals $7.7 billion spent on AI infrastructure in a single quarter - not chips, not software, but power infrastructure. The filing shows $23.85 billion in servers and $14 billion in construction in progress, all dependent on one company's hardware.
Without this supplier, Colossus doesn't run and the $1.25 billion Anthropic pays monthly stops flowing. The stock is still trading like no one has read the filing - but analyst Dylan Jovine has, and he's releasing the name at no cost. Read the S-1 breakdown and get the company name free |
| 3/4/2026 | V (Gp) L.L.C. Slta Director | Sell | 510,000 | $146.83 | $74,883,300.00 | |
| 3/2/2026 | V (Gp) L.L.C. Slta Director | Sell | 222,434 | $151.13 | $33,616,450.42 | |
| 3/2/2026 | V (Gp) L.L.C. Slta Director | Sell | 277,567 | $149.43 | $41,476,836.81 | |
| 2/17/2026 | | Sell | | $116.16 | $1,001 - $15,000 | |
| 2/5/2026 | | Sell | | $115.34 | $1,001 - $15,000 | |
| 2/4/2026 | | Sell | | $122.00 | $15,001 - $50,000 | |
| 1/6/2026 | | Sell | | $123.93 | $1,001 - $15,000 | |
| 12/18/2025 | | Sell | | $122.86 | $15,001 - $50,000 | |
| 12/9/2025 | | Sell | 71,000 | $138.12 | $9,806,520.00 | |
| 10/31/2025 | | Sell | | $162.04 | $1,001 - $15,000 | |
| 10/30/2025 | | Sell | | $160.96 | $1,001 - $15,000 | |
| 10/30/2025 | | Buy | | $160.96 | $1,001 - $15,000 | |
| 10/15/2025 | | Sell | 79,806 | $153.56 | $12,255,009.36 | |
| 10/14/2025 | Lake Group L.L.C. Silver Director | Sell | 6,617 | $151.63 | $1,003,335.71 | |
| 10/8/2025 | Iv (Gp) L.L.C. Slta Director | Sell | 499,999 | $161.48 | $80,739,838.52 | |
| 10/8/2025 | | Sell | 42,736 | $160.00 | $6,837,760.00 | |
| 10/7/2025 | V (Gp) L.L.C. Slta Director | Sell | 152,918 | $148.46 | $22,702,206.28 | |
| 10/7/2025 | V (Gp) L.L.C. Slta Director | Sell | 19,256 | $154.21 | $2,969,467.76 | |
| 10/7/2025 | V (Gp) L.L.C. Slta Director | Sell | 327,827 | $151.51 | $49,669,068.77 | |
| 10/6/2025 | V (Gp) L.L.C. Slta Director | Sell | 809 | $149.09 | $120,613.81 | |
| 10/6/2025 | V (Gp) L.L.C. Slta Director | Sell | 509,191 | $146.12 | $74,402,988.92 | |
| 10/2/2025 | V (Gp) L.L.C. Slta Director | Sell | 2,220 | $146.07 | $324,275.40 | |
| 10/2/2025 | | Sell | 65,000 | $150.50 | $9,782,500.00 | |
| 10/1/2025 | V (Gp) L.L.C. Slta Director | Sell | 217,649 | $147.09 | $32,013,991.41 | |
| 10/1/2025 | V (Gp) L.L.C. Slta Director | Sell | 292,351 | $146.03 | $42,692,016.53 | |
| 9/25/2025 | V (Gp) L.L.C. Slta Director | Sell | 12,481 | $130.62 | $1,630,268.22 | |
| 9/22/2025 | Iv (Gp) L.L.C. Slta Director | Sell | 824,999 | $135.98 | $112,183,364.02 | |
| 9/19/2025 | Iv (Gp) L.L.C. Slta Director | Sell | 318,171 | $132.84 | $42,265,835.64 | |
| 9/18/2025 | V (Gp) L.L.C. Slta Director | Sell | 565,000 | $132.32 | $74,760,800.00 | |
| 9/15/2025 | Iv (Gp) L.L.C. Slta Director | Sell | 600,000 | $127.00 | $76,200,000.00 | |
| 9/15/2025 | | Sell | 725 | $126.39 | $91,632.75 | |
| 8/11/2025 | | Sell | 50,000 | $140.00 | $7,000,000.00 | |
| 7/29/2025 | | Sell | 30,000 | $135.00 | $4,050,000.00 | |
| 7/18/2025 | | Sell | 20,000 | $130.00 | $2,600,000.00 | |
| 7/17/2025 | V (Gp) L.L.C. Slta Director | Sell | 6,086 | $123.50 | $751,621.00 | |
| 7/16/2025 | V (Gp) L.L.C. Slta Director | Sell | 3,900 | $125.29 | $488,631.00 | |
| 7/15/2025 | V (Gp) L.L.C. Slta Director | Sell | 173,100 | $126.01 | $21,812,331.00 | |
| 7/10/2025 | Iv (Gp) L.L.C. Slta Director | Sell | 600,000 | $127.56 | $76,536,000.00 | |
| 6/26/2025 | | Sell | 6,000 | $126.29 | $757,740.00 | |
| 6/26/2025 | Iv (Gp) L.L.C. Slta Director | Sell | 625,000 | $126.20 | $78,875,000.00 | |
| 6/26/2025 | | Sell | 10,000,000 | $122.27 | $1,222,700,000.00 | |
| 6/24/2025 | Lake Group L.L.C. Silver Director | Sell | 10,681 | $120.33 | $1,285,244.73 | |
| 6/24/2025 | | Sell | 2,900 | $120.00 | $348,000.00 | |
| 6/18/2025 | | Sell | 91,230 | $118.42 | $10,803,456.60 | |
| 6/12/2025 | V (Gp) L.L.C. Slta Director | Sell | 527,187 | $112.83 | $59,482,509.21 | |
| 6/11/2025 | V (Gp) L.L.C. Slta Director | Sell | 8,722 | $114.12 | $995,354.64 | |
| 6/10/2025 | V (Gp) L.L.C. Slta Director | Sell | 310,771 | $113.99 | $35,424,786.29 | |