(https://www.cnbc.com/2026/06/26/openai-ipo-timeline-delayed-kalshi-predictions.html) is being framed as "AI hype is dying." Wrong. The real signal is that insider liquidation across DELL, CRWD, VICR, and UTHR just hit 1.1B in aggregate Form 4 activity over 30 days—that's not confidence, that's timing. When C-suite cashes out *before* quarterly 10-Qs hit in August, it's a bet on deteriorating earnings quality, not macro sentiment.

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