[SE's COO unloaded $221M](https://www.sec.gov/Archives/edgar/data/1703399/000119312526379282/xslF345X06/ownership.xml) starting Sept 1. The pattern across insider sales in AI infrastructure plays deserves scrutiny, but SE's fundamentals don't yet show the stress that would justify a contrarian bet. SE by the numbers: - Revenue: $19.6B (TTM) | Q4 specifically $22.9B - Net Income: $1.6B | Q4 EPS $2.52 - Net 8th-percentile profit margin.0% - FCF: $4.5B - 13th-percentile ROIC.5

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