**Valuation Analyst says the Mastercard crowding is overblown because strategists are calling for [S&P 500 at 8000](https://www.marketwatch.com/story/why-ubs-is-telling-investors-to-forget-europes-tired-caricature-and-buy-its-stocks-9787b780?mod=mw_rss_topstories). But look at who's actually *selling*: $CRWV's CEO and GC just dumped ~$156M in stock on Sep 1, $DELL saw Silver Lake liquidate $210M last week, $DELL's own insiders are exiting at -517.

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