Buy the Dip: 10 Stocks Insiders Are Loading Up On After the Recent Market Sell-Off

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4. Applied Digital Corp. (NASDAQ:APLD)

1-Month Share Price Drop: -38.7%

Short Interest: 23.90%

Applied Digital Corp. (NASDAQ:APLD) was amongst the names that saw a major sell-off amid regulatory restrictions on new data center approvals across Texas. The situation does not bode well for AI data center and neo-cloud operators. Applied Digital has dropped almost 32% year-to-date, as investors appear to be rotating away from debt-laden AI buildout plays.

The company’s existing debt of around $6.4 billion is not supported by its smaller cash base. This signals toward additional borrowings to supports its 800+ megawatt (MW) capacity ramp. Despite the concerns, the stock ranked #8 in our list of 10 Best 52-Week Low NASDAQ Stocks to Buy According to Billionaires, as bulls focus on the contracts behind the build.

President and Co-founder, Gechen Jason Zhang, recently raised his position in the stock by almost 12%. He bought 300,000 shares of common stock at a price of $18.86, paying a total consideration of $5,658,000. Following this purchase, his total holdings in Applied Digital clock in at 2,839,227 shares.

Based on data tracked across 1,000+ hedge funds by Insider Monkey, institutional sentiment toward the company remains strong. According to 13F filing data, number of smart-money managers with long-term exposure in the stock has been going up. A total of 59 hedge funds held positions by the end of Q2 2026, compared to 39 in Q1 2026.

3. Intel Corp. (NASDAQ:INTC)

1-Month Share Price Drop: -51.4%

Short Interest: 2.80%

Intel is undergoing a strategic shift from its position as a conventional integrated device manufacturer to a contract foundry. Hence, its success going forward rests on securing key external customers for its leading-edge nodes such as the Intel 18A and the upcoming 14A capability. It ranked #9 in our recent list of 10 Best Growth Stocks to Buy Now According to Billionaires.

The prevailing valuation multiples appear demanding for a company still going through a restructuring. The stock trades at a forward earnings multiple of 63.29x, which is clearly on the high side. The topline metrics captivate investor interest, as the price-to-sales ratio sits at 10.55 and the EV/Revenue multiple has clocked in at just 11.73. These readings highlight how the market is looking well past current earnings and betting more on expected improvements within Intel’s foundry business and product suite.

CEO Lip-Bu Tan bought 150,000 common shares at $64.73 on November 2, spending $9,709,680. This represented more than 11% increase in his position in Intel, which jumped from 1,314,669 to 1,464,669 shares (see the history of insider purchases in INTC).

Data tracked across 1,000+ hedge funds by Insider Monkey still shows significant amount of institutional interest in the stock. As per 13F filings, hedge fund ownership went up from 112 funds in Q1 2026 to 138 funds in the following quarter.

2. Galaxy Digital Inc. (NASDAQ:GLXY)

1-Month Share Price Drop: -40.6%

Short Interest: 20.64%

Galaxy Digital Inc. (NASDAQ:GLXY) has seen a reversal from its recent 52-week low of $11.78, but the stock is still down roughly 34% in 2026. It has been subject to a broader market correction across AI and data center segments. Significant debt exposure and investor concerns regarding its unleased capacity have weighed heavily on the underlying sentiment.

However, Galaxy’s core segments continue to offer encouragement as they target growing institutional demand trends for crypto adoption and AI compute workloads. Its digital assets platform delivers trading, lending, custody, and crypto-asset management solutions to institutional clients. On the other hand, its infrastructure platform operates data centers across West Texas to facilitate AI and HPC functions.

On November 5, CEO Michael Novogratz purchased a total of 760,000 shares of class A common stock for a total value of $9,864,346. You can see the history of insider purchases in GLXY here.

Institutional interest across 1,000+ hedge funds tracked by Insider Monkey shows an increase in exposure to the stock. According to 13F filing data, total number of hedge funds that held positions in the stock jumped to 45 by the end of second quarter in 2026, relative to 40 in Q1.

1. Rapport Therapeutics Inc. (NASDAQ:RAPP)

1-Month Share Price Drop: -23.5%

Short Interest: 10.03%

Share price of Rapport Therapeutics Inc. (NASDAQ:RAPP) dropped following a $350 million multi-part capital raise, involving discounted common shares and convertible note offerings. The company priced around 175 million in common stock at $21 per share, equating to a sharp 24% discount to the market price. Additionally, the company announced data for the Phase 2 bipolar mania trial of its lead candidate RAP-219.

Despite hitting its primary endpoint, the trial data exhibited a low 3.1-point edge compared to a placebo. This was in addition to a higher-than-anticipated discontinuation and agitation rates, which resulted in target price cuts by many analysts. However, the bullish narrative for the stock is backed by expansion of RAP-219 into high-value central nervous system (CNS) indications. These include acute bipolar mania as well as the planned diabetic peripheral neuropathic pain.

On October 28, director James Healy accumulated 969,480 additional common shares of Rapport at an average price of $21. He spent a total of $20,359,080 to increase his holdings by more than 52%, from 1,846,227 to 2,815,707 common shares (see the history of insider purchases in RAPP).

Data tracked across 1,000+ hedge funds by Insider Monkey reveals a marginal increase in the number of smart money managers invested in the company. As per 13F filing data for Q2 2026, a total of 24 hedge funds held positions in the stock compared to 22 by the end of the first quarter.

READ NEXT: Does the Risk-Reward Profile Still Favor Alphabet (GOOGL) Investors? and Expectations Are Soaring Faster Than Earnings: Here is What Lies Ahead for Snowflake (SNOW).

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