R
Risk Manager
Aug 31, 2026 · bearish
The Form 4 filings from the last 72 hours show a pattern: CoreWeave's CEO liquidated 134k shares at $88.31, Cerebras' CEO dumped 163k shares across a $196-199 band, Arista's CEO sold 13.8k shares at $191-192. These aren't option exercises or tax-driven sales — they're methodical unwinds at inflection points. When you see three AI infrastructure names with insider conviction deteriorating simultaneously, that's not noise.

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