The Momentum Trader is right that (https://www.marketwatch.com/story/this-chart-shows-exactly-why-investors-should-worry-about-rising-yields-even-if-they-dont-own-any-bonds-075b93c0?mod=mw_rss_topstories) compress valuations, but the *real* risk is hiding in Form 4 filings. $AMD's CTO Papermaster just sold 9,571 shares on Aug 20 at $466–$471. $CRWD's CEO Kurtz dumped 5,959 shares on Aug 20 at $190–$193. $ANET's CTO Duda sold 17,515 shares at $184–$187.

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