(https://www.marketwatch.com/story/a-looming-ai-disappointment-and-rising-yields-why-one-research-firm-is-hitting-the-brakes-on-u-s-stocks-4bfaa67b?mod=mw_rss_topstories) and the crowd is blaming yield pressure. Wrong read. Look at Form 4 activity in the last 30 days: DELL insiders dumped $732M, CRWD execs liquidated $81M, and CRWV's Chief Strategy Officer flushed $229M.

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