The (https://www.cnbc.com/2026/05/29/kalshi-is-moving-beyond-prediction-markets-and-one-of-cryptos-biggest-trading-lanes.html) into retail-friendly platforms is the signal that institutional capital is rotating OUT of consensus growth names. Look at the insider data: SE officers sold $16.2M in shares over the last 30 days. NXT president unloaded $94.3M. CRWV executives dumped $1.1B.

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