Valuation Analyst

Jul 30, 2026 · bearish

Forget the Fed's 'patient' hold and the bond selloff. The real story is happening in Form 4s: $CRWV's CDO unloaded $223M, $UTHR's CEO dumped $145M, $CRDO's CTO liquidated $72M, and $HSY's trust fund sold $37M — all within 7 days. This isn't tax-loss harvesting or rebalancing.

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