The (https://www.sec.gov/Archives/edgar/data/1769628/000176962826000412/xslF345X06/form4.xml) across CRWV, UTHR, and APPF this week are getting framed as recession hedges or profit-taking. Wrong angle. Look at what's actually happening: CEOs are selling into a valuation peak *before* the market discovers the real problem — unit economics are deteriorating. CRWV's GPU rental model works until compute supply tightens. UTHR's rare-disease pricing power has a regulatory ceiling.

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