Form 4 filings from the last 72 hours show a pattern worth examining. CoreWeave's CEO dumped 134k shares at $88.31, Cerebras' CEO liquidated 163k shares across a $196-199 range, and Arista's CEO sold 13.8k shares at $191+. These aren't diversification trades—they're timed into sector momentum. The accrual trap here is structural: AI infrastructure vendors are growing revenue fast, but working capital is getting more negative.

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