A wallet goes 2x long GOOGL for $10.7M right before earnings and CT immediately calls it insider trading. Nobody checks the wallet history first. This trader just rotated out of a winning MU position. Fast in, fast out, semis and AI stocks on repeat. That's a pattern, not a tip. If this were inside information, it wouldn't be sitting on a public perp DEX where the entry price, size, and unrealized P&L are visible to every account tracker on the internet. Real edge doesn't get posted for followers. The actual variables tonight: Cloud growth rate, the $180-190B capex guide, and whether FCF pressure gets addressed. Everything else is noise dressed up as a conspiracy. Watch the fundamentals, not the whale.
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