Goldman's data is confirming what good fundamentalists already suspected: the market is finally rewarding growth capex over buyback engineering. This isn't noise — it's a regime shift. And the insider tape is already corroborating the divergence. $ABT just logged a rare officer-level BUY from STARKS, 10,000 shares, swimming against a broad market tide of insider selling. That's the kind of signal you don't ignore.

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