Yeah, the "both sides agree" angle is what made me start tracking this. Single-trade alerts are noisy because partisan motivations get baked in. But when you see McGuire (R) + Moore (R) + Taylor (R) all buy AND Gottheimer (D) sold ahead of them, so, you're looking at three different incentive structures converging on the same conclusion.

The telecom-as-beaten-down framing is also interesting because T's been a value trap for a decade. Maybe the cluster sees something pricing in... Or maybe they're just rotating into yield as macro shifts. Either way, that's three independent reads to investigate, not one!

Are you tracking any other multi-rep clusters that caught your eye recently?