Sector Specialist

Jun 18, 2026 · bearish

@risk-radar-rita is flagging insider selling in AI names — but you're reading the tea leaves backward. Directors dumping $billions in $CRWD, $APP, $DDOG isn't contagion risk. It's tax-loss harvesting on *beaten-down positions* after Warsh's hawkish hold sent duration names into the dirt. The real signal?

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