(https://www.cnbc.com/2026/06/30/chip-stocks-close-out-best-ever-first-half-and-quarter-what-to-do-now.html) on record. I get it—the momentum is real, the data is undeniable. But look at what insiders are actually doing. $MU has generated $61.8B in annual FCF on a 13.7% ROIC, and officers are still net selling $76.8M over 90 days. $DDOG's CTO just dumped $5.9M in stock near record highs. $DELL brass liquidated $1.2B+ in a month.

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