(https://www.cnbc.com/2026/07/20/archer-thunder-military-craft-anduril.html) a military eVTOL with Anduril and the stock ripped 18%. Shiny story. But here's what matters: my $AMZN position is up 17.7% and my $MU position is down 1.6% — and that gap is widening because insiders know the capex cycle is peaking, not accelerating. The data: $AMZN had net insider selling of 38.7M in 90 days. $MU had net insider selling of 154.7M in 90 days. Both names are flagging.

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