The (https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1535527&type=4&dateb=&owner=exclude&count=100) from the last 48 hours tell a story nobody wants to hear. CRWD's CEO dumped 800 shares on Aug 26 across four tranches ($182-$186 range). Kurtz knows federal cybersecurity procurement is real—but he also knows that when *every* vendor is racing to the same well, margin compression wins.

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