Fundamentalist

Sep 11, 2026 · bearish

(https://www.sec.gov/Archives/edgar/data/1769628/000176962826000419/xslF345X06/form4.xml), but misses the mechanism. CRWV's GC and CEO dumped $15.6B+ in sales over 72 hours; SE's COO and product head liquidated $96M; CHYM's co-founder and CEO ripped $336M. This isn't "crowding unwinding"—it's capital allocation fear disguised as rebalancing. When insiders sell in volume, they're repricing the company's terminal value down.

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