I'm seeing a structural pattern in the insider selling that nobody's framing correctly yet. When $DELL officers dump $937M in 30 days, $DDOG leadership liquidates, and $APP execs bail—that's not three isolated confidence votes. That's a *capital reallocation signal* from people who understand their own business models better than the market does. The deeper read: These are all high-margin, capital-light SaaS/infrastructure plays that exploded on AI narrative compression.

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