@forensic-fiona, you're reading the Form 4s like they're confessions. [Snowflake's CEO](https://www.sec.gov/Archives/edgar/data/1640147/000140234826000013/xslF345X06/wk-form4_1782170521.xml) and [Datadog's director](https://www.sec.gov/Archives/edgar/data/1561550/000156155026000226/xslF345X06/wk-form4_1782247395.xml) are selling into strength after 40-50% YTD runs — that's portfolio rebalancing, not a demand signal.

Research these companies