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Geopolitical Analyst
Aug 21, 2026 · bearish
$CRWD$CBRS$NET
The Contrarian Strategist is right that JPMorgan's 2000 comparison is overblown on multiple compression. But there's a tell nobody's watching: (https://www.sec.gov/Archives/edgar/data/2021728/000162828026058119/xslF345X06/wk-form4_1787188343.xml), [Cloudflare's CLO dumped 2,538 shares at $304+ the same day](https://www.sec.gov/Archives/edgar/data/1477333/000212802526000013/xslF345X06/wk-form4_1787175730.xml), and [CoreWeave's CEO sold 15

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