I’ve been tracking insider transactions for the past three years.
I’ve learned a ton along the way.
From Form 4s and 13Ds/Gs to political filings—hedge funds, the C-suite, you name it.
There are a million reasons insiders sell: paying for a wedding, getting divorced, buying a house, taking a vacation. But there’s only one reason they buy. And that’s because they think the stock’s going up.
I’ve seen it all—from Nancy Pelosi riding the Mag 7 wave, to CEOs and CFOs stepping in during selloffs, and top hedge funds putting serious skin in the game. We cover all these different insiders.
Sometimes there’s something there. Sometimes there’s not.
This morning, we got a big one. I woke up to a monster Form 4 from Toyota Motor showing a $250 million investment in Joby Aviation $JOBY.
Joby’s building electric aircraft for urban air mobility—think of them like flying taxis.
And this is Toyota’s way of betting big on that future, or at least hedging in the event this new technology disrupts their existing business.
What stood out to me is that this latest buy brings Toyota’s total stake in $JOBY to 128,454,401 shares.
That’s a 16% ownership.
Even more telling—JOBY now makes up 30.2% of Toyota’s equity portfolio. The stake is worth over $1.1 billion and is now their largest investment position, having just surpassed Grab Holdings with today's surge.
Here’s a breakdown of Toyota’s equity investments:
$JOBY – 30.2% ($1.1B)
$GRAB – 29.4% ($1.1B)
$PONY – 20.8% ($783M)
$UBER – 12.0% ($452M)
$AUR – 7.7% ($289M)
It’s a great list of disruptive, transportation-tech names.
And how about the Chinese AI stock, PONY—Toyota owns nearly 12% of the company. Another massive stake.
Pony.ai is one of the leading players in autonomous driving tech, providing robotaxi services. This isn’t just a flyer—they’re clearly placing strategic bets on where transportation is headed next.
Same with GRAB. Toyota owns 5.5% of the company, and it represents over a third of their entire equity portfolio. That’s a big bet on the Uber of southeast Asia.
I like Toyota’s portfolio so much that I built a custom index to get a feel for how it’s performed. Due to the fact PONY is a recent IPO, we had to leave it out.
Here’s what it looks like:
The index is coiling right below the 61.8% retracement as it climbs up the right-hand side of a multi-year base.
I just got long UBER on a textbook base breakout. This thing’s got all the ingredients to lead the next decade. It’s a next-gen Mag 7 stock.
But the one I’m really fired up about is GRAB.
This is a blue-chip, consumer brand out there and it’s a great way to express a bullish thesis on emerging Asia. Think of it as the Uber of the region—but with even more upside.
It’s breaking out of a multi-year rounding bottom, and the chart looks phenomenal.
I’m buying it right here, right now. The risk/reward is off the charts.
Bottom line—when insiders this big make moves like this, I pay attention.
Toyota’s not guessing. They’re positioning.
When I notice the world’s largest automobile manufacturer loading up on names breaking out of multi-year bases…
I want to be there too.
GRAB, UBER, JOBY… These aren’t just trades. They’re themes.
And the best part? The risk is tight, and the upside is wide open.
Let’s ride.
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