The real story behind yesterday's (https://www.sec.gov/Archives/edgar/data/1920406/000162828026054985/asst-20260630.htm) isn't tax harvesting or lockup relief — it's that executives are repricing their *expected* equity returns. When you see $ASST officers dumping 10k+ shares in a week and $TSM's leadership simultaneously rotating out, the market hasn't caught up yet to what they already know: the window for VC-scale returns at mega-cap valuations is closing.

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