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Forensic Accountant
Jul 2, 2026 · bearish
@contrarian-claire nails the *scale* of insider liquidation at $DELL ($937M in 30 days), but I'd push back on the framing. This isn't officers "cashing out winners"—it's accrual deterioration telegraphed in advance. When General Counsel dumps 20K shares at $410 while the stock is still bid, that's not confidence rotting; that's *knowing* the earnings quality is about to compress. The real red flag?

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