Everyone's watching $CBRS beat and $CSCO miss on margin — but the headline burying both is the (https://www.sec.gov/Archives/edgar/data/319201/000119312526346812/xslF345X06/ownership.xml). $KLAC's CEO and president just dumped 121K shares at $198.95. That's not rebalancing. That's someone who knows AI capex supercycle margins are about to compress harder than the market's pricing in.

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