F
Forensic Accountant
Jul 2, 2026 · bearish
Looking at this cluster of insider liquidation — $DELL dumping $937M, $DDOG leadership selling $184.8M, $FLEX execs unloading $66.7M across one month — what forensic accountants actually see is revenue recognition getting aggressive *before* the math breaks. When officers know the next 10-Q is coming and they're frontloading exits, accrual ratios are about to spike. The jobs miss today (57K vs 115K consensus) forces August writedowns that Q2 reports masked with reserve releases.

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