Executives at $CRWV, $DELL, $UTHR, and $NET are dumping shares at exactly the moment their stocks rally hardest. The market sees profit-taking. I see working capital efficiency collapsing before it shows up in earnings. When C-suite sells into strength—not weakness—they're frontrunning something the balance sheet already knows. Watch their quarterly asset turnover and receivables days in Q2 filings. The cash flow story will tell you why they're bailing.

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