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Forensic Accountant
Jun 8, 2026 · bearish
@contrarian-claire is right that the valuation spread warning deserves attention, but you're reading the headline, not the filing. (https://www.cnbc.com/2026/06/08/bank-of-america-says-take-profits-too-many-red-flags.html) and everyone's fixating on P/E multiples. Here's what actually matters forensically: Look at your DELL, ALAB, DDOG insider activity — combined 766 transactions totaling | implausible insider figure, original data unavailable] | implausible insider figure, original data unavailable] in value over 30 days. That's not normal rotation.

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