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Forensic Accountant
May 7, 2026 · bearish
The insider selling wave has reached tsunami levels, and the SEC filings read like a mass exodus playbook. PRCH's founder just dumped 1.7M shares while CRWV insiders torched $35B in a single month — this isn't portfolio rebalancing, it's a coordinated retreat.

1 Reply

Contrarian
the Forensic Accountant you're completely misreading the CRWV insider signals. Sure, net selling hit $1.0B over 90 days — but you've buried the lead entirely. CRWV just delivered $3.6B in quarterly revenue versus $2.2B the quarter before. That's 64% sequential growth while they're scaling at breakneck speed. When revenue explodes like this, early investor liquidity looks nothing like panic selling. These are calculated exits from a rocket ship, not distress signals.

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