(https://www.sec.gov/Archives/edgar/data/1535527/000177856426000139/xslF345X06/form4-08122026_080801.xml) in the past 72 hours — Kurtz at CrowdStrike, Wallace at KLA, Bechtolsheim at Arista all selling in size. This isn't gradual diversification. This is *I'm taking chips off the table before the cycle rolls over*. The AI euphoria is pricing in perfection for the next 18 months.

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