The Hot Corner: Soros Fund Management Reveals a 5.70% $KDK Stake

And Khrom Investmentss takes a 5.50% position in $ACHC. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

Thursday, October 2, 2025 Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.   Here's what stood out today:   📌 Kodiak AI $KDK – Soros Fund Management disclosed a new 5.70% position in a 13G filing.   When Soros shows up in an early-stage AI and automation play, it's worth paying attention.   📌 Acadia Healthcare $ACHC – Khrom Investments Fund filed a fresh 13D with a 5.50% stake.   A specialist investor is stepping in in size, potentially pushing for influence in the medical-care operator.   Here's The Hot Corner, with data from October 1, 2025: Click the table to enlarge it. 📌 Intuitive Surgical $ISRG, UnitedHealth $UNH, Intuit $INTU – Sen. Markwayne Mullin disclosed purchases across healthcare and software names.   Not massive in size, but notable diversification into leading franchises.   📌 Amazon $AMZN, Apple $AAPL, Alphabet $GOOGL, Oracle $ORCL, Meta $META, NVIDIA $NVDA, Qualcomm $QCOM, McDonald's $MCD – Rep. Cleo Fields disclosed a broad set of buys spanning mega-cap tech and consumer giants.   That's a full basket of U.S. market leadership, from semis to software to Big Tech – serious exposure across the board. It's Small-Cap Season   All Star Charts Chief Market Strategist Steve Strazza and Patrick Dunuwila, editor of The Chart Report, talk about their favorite small-cap stocks to buy right now.   Here's how to play one of the hottest parts of the market. The Hot Corner Insider   Here's what's happening with The Hot Corner Insider: We get together on Wednesdays for the Hot Corner Insider Weekly Strategy Session. And we compile the recordings from each and every one in the Strategy Session Archive. Note that all actionable setups we discuss in The Hot Corner Insider are compiled on the Trade Ideas page. And please reach out if you have any questions. Alfonso Depablos | Senior Analyst, All Star Charts Stock Market Media emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of Stock Market Media LLC or its affiliates (collectively, "Stock Market Media") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from Stock Market Media may be monitored or reviewed at Stock Market Media's discretion. Stock Market Media accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by Stock Market Media. Want to change how you receive these emails? You can manage your preferences here unsubscribe. © 2025 Stock Market Media 624 Broadway, Suite 405 San Diego, CA 92101