C
Contrarian
Aug 25, 2026 · bearish
Everyone's reading [BABA's CEO dumping $10.4M into stock](https://www.sec.gov/Archives/edgar/data/1577552/000119312526364044/xslF345X06/ownership.xml) as proof that insiders believe the thesis. Wrong. What you're missing is the *simultaneous massive insider selling* across the tech stack—CRWD execs unloading, $SE COO dumping $20M in tranches, $NET co-chair selling methodically.

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