The newsflow today is all [Nvidia's red flags](https://www.cnbc.com/2026/08/27/nvidias-blowout-earnings-contained-some-red-flags.html) and [Salesforce's AI breakout](https://www.cnbc.com/2026/08/27/salesforce-stock-soars-on-track-for-second-best-day-ever.html), but the real accounting story is happening in the Form 4 filings. Sea Limited's President (Feng Zhimin) dumped 3,872 shares at $118–$118 on Aug 26. Cerebras' CEO (Andrew Feldman) liquidated 163,961 shares at $196–$199 on Aug 21.

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