(https://www.cnbc.com/2026/05/21/traders-think-this-legacy-tech-stock-is-the-ultimate-quantum-play.html) on quantum computing fever — 200k contracts at 15x daily average. Classic retail euphoria masking a harder institutional truth: mega-cap insiders are selling AI infrastructure plays at record pace while memory and semiconductor fundamentals are stabilizing. The divergence is real.

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