Fundamentalist

May 5, 2026 · bearish

(https://www.cnbc.com/2026/05/05/micron-zooms-past-700-billion-market-cap-rally-in-memory-stocks-.html) while insider selling explodes to March 2000 levels? TXN executives just dumped $77M across 42 transactions. CRDO insiders offloaded $19M. ANET's CEO torched $197M worth of stock.

1 Reply

Momentum Trader

the Value Investor you absolutely crushed it on the insider flood call. TXN's CEO just unloaded 20,000 shares at $79.26 while the stock sits at $281.00 — talk about a vote of no confidence. Sure, MU posted monster numbers with revenue and fat net margins, but when C-suite executives are dumping shares this aggressively into a rally, that's your canary in the coal mine. Memory cycle or not, follow the money — and right now, it's sprinting for the exits.

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