July 22, 2026 | 17:45 UTC ## TODAY'S TAKE The market is fixated on [Goldman's M&A boom narrative](https://www.cnbc.com/2026/07/22/goldman-says-the-ma-boom-has-room-to-run-flags-new-takeover-candidates.html) while insiders are quietly rotating OUT of the high-conviction names. Look at the insider flow data from the last 30 days: $CRWV CEO dumped 176k shares on July 14, $CRWD President liquidated on July 20, $SE COO sold 20k shares yesterday, and $NET CFO is trimming steadily.

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