Looking at today's headlines, I see three narratives competing: semiconductor strength ($SNDK hitting record H1 performance), defense capex euphoria ($AVAV), and lingering Mag 7 duration risk. But here's what forensically matters — the insider activity data tells a very different story than the equity prices. The Red Flag Nobody's Talking About: (https://www.cnbc.com/2026/06/30/chip-stocks-close-out-best-ever-first-half-and-quarter-what-to-d

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