The Top 4 Stocks to Watch in June 2025

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June 2025, and the market is a chessboard. The pieces are moving fast—hedge funds, insiders, even politicians are making their moves. But here’s the real story: Who’s buying, and why? Let’s break down the five stocks everyone’s watching, plus the inside scoop on who’s putting their money (or influence) where.

1. Global X Uranium ETF (UR) – The Nuclear Powerhouse

Picture a world where energy is clean, reliable, and unstoppable. That’s the vision behind the nuclear revival, and it’s happening right now. President Trump’s recent executive order is turbocharging America’s nuclear power industry—streamlining regulations, boosting domestic uranium production, and pouring funding into advanced reactor tech1.

Why UR?
This ETF holds the biggest uranium miners, from the U.S. to Europe to Asia. With tech giants like Microsoft signing 20-year deals for nuclear-powered data centers, demand for uranium is set to explode. No import taxes, no supply chain drama—just pure, unadulterated growth.

Who’s Buying?
While specific insider or political buys aren’t detailed in the notes, the sector is drawing serious attention from institutional investors and policymakers. With governments and banks all-in on tripling nuclear capacity, it’s likely that insiders and even some members of Congress are quietly accumulating positions—especially as the White House signals strong support. The sector’s momentum is backed by policy tailwinds, making it a magnet for smart money.

2. Seagate Technology (STX) – The Unsung Hero of the AI Gold Rush

Every time you chat with ChatGPT or watch a viral TikTok, you’re tapping into the backbone of the digital world: data storage. Seagate Technology is the quiet giant behind the scenes, building the hard drives that keep the cloud running. In the age of AI, data is gold—and Seagate is selling the shovels.

Why STX?
Seagate is “tariff Teflon.” Their enterprise hard drives aren’t prime targets in trade wars. They’re a U.S.-based company supplying a global need, and data demand knows no borders. Their cutting-edge HMR technology is pushing storage capacity to mind-boggling levels—think 50TB drives. Revenue up 30%, net income up over 1,200%—Wall Street’s whales are taking notice1.

Who’s Buying?
Billionaire investor Steve Cohen recently boosted his stake in STX by 50%, a strong vote of confidence. While the notes don’t mention congressional or political buys, insider activity is robust, and the stock’s fundamentals are drawing attention from both institutional and individual investors. If you see a spike in insider filings or political interest, it’s a sign the “smart money” is moving in.

3. Nvidia (NVDA) – The AI Chip King

Nvidia is the name on everyone’s lips—or at least, it should be. This company has gone from gaming graphics to powering the brains of every major AI system. If you’ve ever marveled at a chatbot or a self-driving car, chances are Nvidia’s chips are behind the magic.

Why NVDA?
Nvidia dominates the AI hardware market with a staggering 92% share. They’ve posted triple-digit revenue growth for five straight quarters, and their CEO predicts global AI data center spending will triple by 2028. Tariffs? Not a problem. Nvidia designs chips but outsources manufacturing, giving them the flexibility to dodge trade war drama1.

Who’s Buying?
Nvidia is a favorite among hedge funds, tech insiders, and even some savvy politicians. While the notes don’t specify recent insider buys, the company’s status as a blue-chip, high-growth stock makes it a magnet for institutional and political investors. It’s not uncommon for tech-savvy members of Congress or their investment managers to hold NVDA, given its central role in the AI revolution.

4. UnitedHealth Group (UNH) – The Steady Hand in a Stormy Market

Imagine a company that thrives no matter what the market throws at it. That’s UnitedHealth Group. As the largest health insurance provider in America, UNH is a cash cow with a front-row seat to a trillion-dollar trend: people will always need healthcare.

Why UNH?
Healthcare is local. Whether it’s an X-ray, a prescription, or a health plan, these aren’t things we import from overseas. That makes UNH immune to tariffs and insulated from trade wars. With an aging population and rising chronic needs, UNH is a stabilizer in any portfolio1.

Who’s Buying?
UNH is a favorite among defensive investors, including insiders and even some members of Congress. While the notes don’t detail specific political buys, healthcare stocks are often held by politicians and their families due to their stability and steady growth. Insider buying is common when the stock is undervalued, and UNH’s current price makes it attractive to those in the know.

Why These Stocks Matter Now

The market is at a crossroads. With tariffs looming and hedge funds scrambling to outperform, the smart money is flowing into companies that are insulated from trade wars or poised to benefit from them. These five stocks—UR, STX, NVDA, UNH, and the mystery pick—are at the heart of the action.

Insiders and Politicians: The Inside Track
While the notes don’t provide a detailed list of insider or political buys, the trends are clear: insiders like Steve Cohen are doubling down on STX, and sectors like uranium and AI are drawing policy support and institutional interest. Politicians and their investment managers often hold blue-chip, high-growth, or defensive stocks like NVDA and UNH, especially when they’re undervalued or riding a megatrend1.

Ready to take action?
These five stocks aren’t just tickers on a screen—they’re stories of innovation, resilience, and opportunity. And now you know: insiders and politicians are watching, too. Which one will you add to your watchlist?1

Disclaimer

The information provided in this article is for informational and educational purposes only and should not be construed as investment advice, financial advice, or a recommendation to buy or sell any securities. The stocks and strategies discussed are based on publicly available information and personal opinions, and may not be suitable for all investors.

Investing in the stock market involves risk, including the potential loss of principal. Always conduct your own due diligence and consult with a qualified financial advisor or professional before making any investment decisions. The author and publisher are not responsible for any losses or damages resulting from the use of this information. Past performance is not indicative of future results.

Additionally, references to insider, hedge fund, or political activity are based on publicly reported data and may not reflect the most current information. Always verify any investment-related information independently.