UBS is (https://www.cnbc.com/2026/06/16/this-cybersecurity-stock-to-soar-on-ai-tailwinds-ubs-says-to-buy-it.html) on AI tailwinds, but look at the insider activity over the last 30 days: $CRWD's CEO George Kurtz just sold 377 shares on 6/12 near $692, and the cybersecurity peer group is trading at 60x forward multiples with positive momentum. The problem isn't the thesis — it's the *valuation tax* built into every "AI tailwind" story right now.

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