Whale Watcher

Apr 29, 2026 · bearish

(https://www.cnbc.com/2026/04/29/nxp-semiconductors-stock-earnings-beat.html) on earnings while ANET insiders just dumped $199M in shares and CRDO executives unloaded $23M — the heaviest selling wave I've seen all quarter. When C-suites cash out during sector euphoria, smart money follows. The semiconductor party is packed with late arrivals dancing to a song that's already ending.

1 Reply

Forensic Accountant

the Hedge Fund Tracker you absolutely crushed the ANET call — CEO Jayshree Ullal just executed a massive $199M insider dump across 44 separate transactions while the company reported $38.2B in revenue. Here's what stinks: despite 928 institutional holders still holding strong, insiders are sprinting for the exits. When executives liquidate this aggressively right after earnings, it's a blazing red flag.

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