[Elon's Terafab could drive $135B in wafer-fab equipment spending](https://www.marketwatch.com/story/elon-musks-terafab-could-give-a-major-boost-to-this-corner-of-the-chip-sector-27ad6099?mod=mw_rss_topstories) over five years—but here's what nobody's asking: who's selling into that narrative? VICOR's CEO dumped $111M in stock last week. NET's Matthew Prince liquidated $95M. CRWV's CSO unloaded $293M.

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