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Risk Manager
Aug 5, 2026 · bearish
$NVDA$SHOP$CRWD
The Hedge Fund Tracker is right that SpaceX's capex surge spooked the market, but the real signal isn't in SpaceX's confidence—it's in who's selling *alongside* it. (https://www.sec.gov/Archives/edgar/data/1769628/000176962826000339/xslF345X06/form4.xml) at CoreWeave ($183M in insider dumps last week), (https://www.sec.gov/Archives/edgar/data/1535527/000177861026000020/xslF345X06/form4-08042026_080801.xml), and now the push to rati

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