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What DARTS stands for
D
Data
A
AI
R
Robotics & Space
T
Tech
S
Sports
Five sectors. One tape. DARTS tracks the five sectors where the next decade's returns concentrate — through money that has to tell the truth: insider buying, institutional filings, and analyst actions. Not opinions.
The DARTS Orbit
Five themes around one center — scarcity that converts to cash flow.
- CENTER — SCARCITY · CASH FLOW
- TECHNOLOGY — Embedded software
- ROBOTICS — Physical execution
- DATA — Official data rights
- AI — Compute and workflow
- SPORTS — Rights and identity
- PICKS & SHOVELS — AI INFRASTRUCTURE →
The build-out layer that makes the five themes possible: data centers · power · cooling · grid · water · land · fiber · contracting.
EXP
Expanded Universe
1,468 CLASSIFIED NAMES · FILING-TEXT CLASSIFICATION — EVIDENCE SHOWNEvery name the filing-text classifier placed in a DARTS theme — the full classified universe, ranked by live signals by default. Classifications come from what companies say in their own SEC filings; expand any name to see the evidence and its Decision Stack. Tape and trend states join on issuer CIK from the nightly feeds.
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P&S
AI Infrastructure — Picks & Shovels
142 TAGGED COMPANIES · A LENS OVER THE THEMES, NOT A SIXTH CATEGORYThe build-out layer that makes the five themes possible. These companies keep their DARTS theme; the Picks & Shovels tag is a cross-cutting lens over the pillars — the data centers, power, cooling, grid, water, land, fiber and contracting the AI build-out runs on. Each tag carries its evidence tier from the company's own filing: DIRECT (the filing ties the business to data-center / AI infrastructure) or ENABLING (a critical input with data-center customers named).
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NEW
Unclassified Signals
INSIDER ACTIVITY · NO CLASSIFICATION YETNames with real insider activity in the current window that the classifier has not placed in any DARTS theme — labeled plainly as unclassified. This is the discovery surface: the tape moves first, taxonomy follows. A candidate theme, where shown, is a review hint only — not an assignment.
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01
The Universe Tape
EXPANDED CLASSIFIED UNIVERSE · LIVE SIGNALSNames classified
—
Five DARTS themes · from companies' own filings
With tape in window
—
Insider activity in the current feed window
Confirmed stamps
—
Net buying strong enough to stamp
Distribution stamps
—
One-way insider selling
Picks & Shovels tagged
—
AI Infrastructure build-out layer
Trend measured (P2/P3)
—
Trend + accumulation computed nightly
THE TAPE
The classified universe is the product: 1,468 names placed from their own filings and ranked by live tape and trend signals — not a hand-picked list. The dashboard exists to find the exceptions, and it surfaces them first.
02
Live Feeds
NIGHTLY INSIDER STAMPS × INTRADAY ANALYST TAPETwo production feeds now run underneath this page. The insider stamp feed refreshes nightly at 22:30 ET; the analyst tape is rewritten every 15 minutes during market hours. Both panels below load from data.gulfstream.one when you open the page — and both say so plainly when they can't.
Nightly Insider Stamps
CONNECTING…Read this first: Live feed window begins Sep 4, 2026 — the crawler's first day — and deepens daily, reaching a full trailing 90 days in early December. Capture within the window is verified complete against EDGAR. This board is computed nightly across every tape-active classified name — the CONFIRMED stamps, ranked by how many distinct insiders are buying.
| Ticker | Company | Stamp | Buys $ | Sells $ | Buyers | Last buy |
|---|---|---|---|---|---|---|
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Feed window and as-of date will appear here when the feed loads.
Live Analyst Tape
CONNECTING…Today's analyst actions — upgrades, downgrades, reiterations, price-target moves — filtered to the 1,468 classified DARTS names, out of roughly 635 actions a day across the full tape. Session date: today. The daily archive started Nov 4, 2026 — the rolling multi-day view (confluence streaks, repeat upgrades on the same name) builds from that archive, one trading day at a time.
| Time | Ticker | Action | Rating | Price target | Analyst |
|---|---|---|---|---|---|
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The tape is rewritten every 15 minutes during market hours. Rows are shown exactly as the feed carries them; an analyst action can corroborate an insider stamp — it never creates one.
03
Distribution Watch — The Avoid List
ALL TAPE-ACTIVE CLASSIFIED NAMES · RANKED BY SELLER BREADTHThe buy list gets the attention; this list protects the money. These are the classified names carrying a DISTRIBUTION stamp in the current feed window, computed nightly across every tape-active classified name. They are ranked by distribution breadth — distinct insiders selling, then number of sales — never by raw dollars: a $900M sale at a mega-cap can be a smaller signal than $9M at a small-cap, and this board refuses to pretend otherwise. Dollar columns are shown for scale only. Abnormality-vs-baseline scoring (is this selling unusual for this name?) and cap-normalized intensity arrive with later tranches.
| Ticker | Insider buys | Insider sells | # Sales · Sellers | Last sell | Stamp |
|---|---|---|---|---|---|
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How to use it: a name on this list isn't a short thesis — much large-cap selling is routine compensation liquidation (see Methodology). It's a flag: if you own it or a screen recommends it, the people inside are net sellers into whatever strength the story has. Every DISTRIBUTION-stamped name is also in the Expanded Universe browser above — filter by stamp to see the full set.
04
Public Scorecard
TRACKING BEGAN NOV 4, 2026 · DAY ZEROThis is the proof page, and its rules are written down before any results exist — that's the point. If the tape has an edge, this page surfaces it within a few quarters, graded in public. If it doesn't, this page says that too.
RULE 01
Entry
Entry is marked at the filing-date close — the first price at which anyone reading the filing could have acted. No backfilled entries, ever.
RULE 02
Benchmark
Every name is graded against the S&P 500 over the same window. Beating the index is the bar — not beating zero.
RULE 03
Horizons
Grades land at fixed horizons: 30, 90, and 180 days from the stamp date. No cherry-picked exit dates.
RULE 04
No deletions
Every stamped name is graded — losers shown with winners, in the same table, forever. A stamp that fails stays on the page.
| Ticker | Stamp · Nov 4, 2026 | Signal basis | 30d vs S&P 500 | 90d vs S&P 500 | 180d vs S&P 500 |
|---|---|---|---|---|---|
| APLD | Confirmed | C-suite cluster, Oct 16 · net +$3,645,936 | — pending | — pending | — pending |
| TSM | Confirmed | 99 buys · 30 insiders · zero sells · net +$761,914 | — pending | — pending | — pending |
| UBER | Confirmed | Largest buy dollars ($15,314,015) against $2,008,673 sold | — pending | — pending | — pending |
| RSI | Watch | Director buy Nov 2 — most recent in the universe | — pending | — pending | — pending |
| NBIS | Watch | Director accumulation — 11 buys, Oct 15–29 | — pending | — pending | — pending |
| CRM | Near-balanced | Director buy $999,451 (Sep 18) vs $1,172,746 sold | — pending | — pending | — pending |
The Distribution Watch names above are tracked on the avoid side under the same rules — graded on whether sidestepping them beat holding the index. New stamps join the graded set on the day they are stamped, from that day's filing-date close. Intelligence now, measurement always, strategy only when this page proves one.
05
Cluster Watch
ALL CLASSIFIED NAMES · NIGHTLY SUMMARY FEEDOne insider buying is a data point. Several insiders buying the same name, close together, with their own money — that is the pattern this desk hunts. This board is computed nightly across every classified name from the summary feed: multiple distinct insiders buying, C-suite participation, repetition. The alert specification below the board is the tripwire that fires the moment the next full cluster forms.
Cluster alert specification — the tripwire
An alert fires when, inside any 10-trading-day window in a classified name: 2 or more distinct insiders make open-market purchases totaling $250K or more combined, with at least one buyer from the C-suite (CEO, CFO, President, or Chair). Single-buyer accumulation and fresh single buys post to the board above as watches — they do not fire the alert until a second insider joins.
06
13F Overlay
Q3 2026 FILINGS LAND MID-NOVEMBERInstitutional positions — arriving with the Q3 filings
Q3 2026 13F filings land mid-November. When they do, this panel overlays institutional holdings on the same classified names: which funds opened, added to, trimmed, or exited each position — the third leg of the tape, next to insider flow and analyst actions.
One rule governs everything that will appear here: every position shown is date-labeled “as of quarter-end” — Q3 positions are as of Sep 30, 2026 — because institutions disclose up to 45 days late. A 13F tells you where the big money stood at quarter-end, not where it stands today, and DARTS will never present it as fresher than it is. No holdings are shown until the real filings land.
07
Screen × Tape
FIDELITY SCREEN 11/3/2026 × EDGAR INSIDER TAPEA professional value screen (Fidelity, Nov 3, 2026: ROA ≥ 10%, price below its 200-day average, FY27E P/E ≤ 25, 2-yr EPS growth ≥ 10%, ranked by PEG) produced 18 “best buys.” We ran every name against the insider tape. A fundamentals screen cannot see distribution — this panel can.
CONFIRMED 0
NEUTRAL 3
DISTRIBUTION 15
OF 18 SCREENED NAMES
Show
| Screen rank | Ticker | Price (11/3) | PEG | % vs 200-day | Insider buys 90d | Insider sells 90d | Stamp |
|---|---|---|---|---|---|---|---|
| 1 | SNDK | $1,110.60 | 0.04 | −12.0% | $0 | $121,156,688 | Distribution |
| 2 | WDC | $344.46 | 0.08 | −17.9% | $0 | $15,441,159 | Distribution |
| 3 | STX | $602.49 | 0.08 | −13.2% | $0 | $373,883,923 | Distribution |
| 4 | RDDT | $94.86 | 0.20 | −40.2% | $0 | $49,753,812 | Distribution |
| 5 | AVGO | $333.14 | 0.25 | −9.4% | $0 | $250,006,183 | Distribution |
| 6 | APP | $242.97 | 0.27 | −41.3% | $0 | $0 | Neutral — no flow |
| 7 | TER | $269.86 | 0.27 | −22.8% | $0 | $5,920,176 | Distribution |
| 8 | FIX | $1,277.48 | 0.35 | −20.5% | $0 | $43,211,810 | Distribution |
| 9 | MRVL | $170.14 | 0.38 | −7.4% | $0 | $12,901,763 | Distribution |
| 10 | LRCX | $230.66 | 0.40 | −18.9% | $0 | $47,807,290 | Distribution |
| 11 | VRT | $235.97 | 0.45 | −12.9% | $0 | $3,880,209 | Distribution |
| 12 | AMAT | $380.78 | 0.49 | −14.4% | $0 | $4,454,183 | Distribution |
| 13 | KLAC | $155.87 | 0.57 | −14.4% | $0 | $64,229,096 | Distribution |
| 14 | ADBE | $247.04 | 0.62 | −1.3% | $0 | $31,344,876 | Distribution |
| 15 | EME | $695.14 | 0.85 | −11.1% | $2,300 | $0 | Neutral — buys immaterial |
| 16 | META | $621.70 | 0.91 | −1.6% | $0 | $116,706,573 | Distribution |
| 17 | GOOGL | $280.30 | 1.07 | −17.7% | $0 | $79,237 | Neutral — flow immaterial |
| 18 | TT | $419.16 | 1.42 | −7.9% | $0 | $43,946,709 | Distribution |
The screen's #1 pick, SNDK, had $121M of insider selling and zero buys — including a sale by its chief legal officer on Nov 2. The one name with real C-suite buying, APLD, is not in the S&P 500 and cannot appear on this screen at all.
Stamp rule: CONFIRMED = insider buys exceed sells with buys ≥ $50K. DISTRIBUTION = sells exceed 3× buys and $1M. Everything else NEUTRAL. Screen prices, PEG, and % vs 200-day are the Fidelity screen's own figures as of Nov 3, 2026; insider columns are EDGAR Form 4 open-market flow, trailing 90 days to Nov 4, 2026.
08
The DARTS Thesis
THE HOUSE VIEW · GULFSTREAM INTELLIGENCEWe don't chase opinions, and we don't trust screens alone. A screen can tell you a stock looks cheap; it cannot tell you whether the people who run the company are buying it or leaving it. DARTS starts where the incentives are honest: insiders committing their own cash, institutions disclosing positions they have to stand behind, and analysts moving numbers on the record — each signal dated, none of it anonymous.
Then we stamp what the signals do when they meet. Where they confirm, a name earns attention. Where they conflict — an April upgrade against an autumn of insider selling — the conflict itself is the finding. Where the tape shows one-way distribution, the stamp says warn, however good the story sounds. This quarter the tape was blunt: across the classified universe, insider selling dwarfs buying in nearly every name, and net-positive names are rare enough to count on one hand. The thesis isn't that the tape is always right. It's that money that has to tell the truth beats commentary that doesn't — and that the exceptions, when they appear, are worth finding first.
DARTS is one desk inside Gulfstream. The same research discipline runs through the rest of the house:
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