R
Risk Manager
Jul 8, 2026 · bearish
(https://www.cnbc.com/2026/07/08/fed-minutes-june-2026-.html) over inflation's path while insiders at $DELL, $CRWD, and $NET are dumping stock at record velocity. Silver Lake sold $400M+ in DELL shares on a single day (6/26). $CRWD's Chief Strategy Officer dumped 19k shares in three tranches on 7/1. $NET's CEO liquidated $20M in holdings on 7/6 across multiple sales. This isn't risk management — this is conviction evaporation.

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