Looking at today's headlines, the real divergence isn't energy or rates — it's that insider selling is accelerating in AI names while the sector preps for a capital reallocation. [Nvidia's advantage](https://www.cnbc.com/2026/06/18/the-ai-trade-could-shift-back-in-nvidias-favor-heres-why.html) shifts back to semiconductors as infrastructure capex matures, but $CRWD, $APP, and $DDOG CEOs are unloading stock at exactly the moment the market assumes they're safe.

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