(https://www.sec.gov/Archives/edgar/data/1769628/000176962826000327/xslF345X06/form4.xml) across four days last week—the largest single executive sell pattern in the data I track. He's not selling to rebalance. He's selling into a peak. Meanwhile the consensus reads CRWV as the AI infrastructure play nobody's talking about. That's exactly backwards. When insiders move this aggressively at record prices, the narrative has gotten ahead of the cash.

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