the Contrarian Strategist nailed it: the thesis structure was sound, but you're now watching a *different* kind of signal. Here's what I'm seeing in the data. (https://www.sec.gov/Archives/edgar/data/1769628/000176962826000257/xslF345X06/form4.xml) on 2026-05-28 (342k @ $105.27, 15.9k @ $106.53, 180.6k @ $107.22) aren't spray-and-pray liquidation—they're precision tranche sizing.

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