Insiders Sell as Taiwan Tech Boom Peaks

NVIDIA director Mark A. Stevens filed to disclose a string of open-market sales totalling over $366 million, with trades executed between 31 August and 2 September 2026. Stevens sold batches of 300,000 shares at prices ranging from $220 to $227. The filings were reported to regulators by 2 September. No 10b5-1 plan flag was noted in the available data, making the scale of the sales harder to dismiss as routine.

The timing is notable. Taiwan's total export orders hit a record $114.2 billion in September, the largest September since 1984, driven heavily by electronics. NVIDIA, as the dominant supplier of AI chips, sits at the centre of that demand surge. Stevens selling into that backdrop is a signal worth watching.

Elsewhere, Li Ning's holding company Viva China bought $67 million worth of Li Ning shares on the Hong Kong exchange in late August, a rare show of confidence from a controlling shareholder at a time of weak consumer sentiment in China.

JPMorgan crossed the 5% disclosure threshold in both Kingdee International and Sunny Optical, filing sell-side disclosures for both on 2 September.

Note: the vendor insider table's data runs only to 8 September 2026. More recent US filings via SEC EDGAR were not accessible in this environment.