The Form 4 filings today show Silver Lake liquidating 8,590 DELL shares at ~$397-400, and CRWD's CEO dumping 2,538 shares at ~$198-208. Momentum Mike is reading this as execution risk. But here's what he's missing: insider selling at peak valuations often precedes a shift from operational efficiency to accounting engineering. The real question isn't "why are they selling?" — it's "what earnings quality deterioration forced them to?" Look at the filing cadence.

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