May. 1 at 10:12 PM
Before I built the
$CARR thesis, I checked what the CEO was doing.
David Gitlin Chairman and CEO of Carrier Global went into the open market on November 25, 2025 and bought 19,300 shares at
$52.62.
$1,015,572 of his own money.
Not RSUs. Not option exercises. Not a compensation grant.
His own capital. At
$52.
That's the same
$52 zone we identified as the primary LEAPS entry. The same level where the June
$50 puts clustered at 21,961 OI. The same level where the 4H order block showed institutional absorption.
The CEO wasn't hedging. He wasn't managing optics. He was buying.
Fast forward to today, just reported 500% data center order growth, beat EPS, reaffirmed guidance, and closed at
$67.
Gitlin is up 27% on that position in 5 months.
When the chairman of a company spends
$1 million of his own money at the bottom, that's not insider information. That's conviction.
The stock told you. The chart told you. The CEO told you.
