🧨 CONGRESSIONAL TRADING ALERT: April 1-25 Net Capital Flows 🏛️📈
Fresh monthly data just dropped — and it’s a tale of two very different plays.
🟢 BUY SIDE
Congress is loading up on industrial & infrastructure names:
•
$WAB dominating the buys
• Strong follow-through in semis/tech services ($TSM,
$ACN)
• Utilities, consumer staples & growth names also in favor (
$NEE,
$HSY,
$CEG,
$TOAST,
$CARR,
$BX)
🔴 SELL SIDE
Heavy profit-taking and defensive trimming:
•
$FULT seeing an absolute monster net sell
• Banks, consumer, and telecom under pressure (
$WFC,
$VZ,
$HOG,
$CBRL)
• Big Tech and select growth names also being trimmed (
$GOOGL,
$AAPL,
$NVDA,
$LLY,
$JPM)
Congress clearly rotating toward real-economy infrastructure while lightening up on some 2025 winners.
Charts attached 👇
What’s your read — smart positioning or just seasonal rebalancing? Drop your hottest take below 👇
#CongressionalTrading #FinTwit #StockMarket #AprilUpdate #Investing