Split tape: #CRWD and #PANW are the clean bid on InsiderFinance while semis and banks are getting dumped.
↗️ Cyber: CRWD +14.75% on 20.7M vol, PANW +13.92% on 9.0M
↘️ Semis: #NVDA -2.71%, AVGO -4.32%, AMD -3.65%

#SNDK is the biggest print among the leaders, and it’s 100% puts. But #CRWD’s 5.4x momentum keeps the read mixed.
↘️ SNDK flow: $2.2M unusual premium, 100% puts
↗️ CRWD flow: 17% puts, 5.4x momentum
↘️ AMD/MU/C flow: 71%-82% put-heavy

CrowdStrike is soaring to new ATHs 👀

🟢 #CRWD +15%

#MU is the biggest unusual-premium print on InsiderFinance, and it’s the most urgent too: $11.27M of $11.39M came in sweeps.
↘️ Options: $591.9K, 72% puts
↗️ Counter-signal: #CRWD, 1.3x momentum vs 22% puts

📢 Stocks Trending NOW: #AMD #CRWD #NOW #NBIS #SNDK #DFTX #SLS #ELMT #PANW #CRBP

Huge tailwind for #PANW #CRWD #NET #FTNT at the top of the industry, which have been powerhouse stocks and will likely continue to thrive.

Rep. Gilbert Cisneros (D-CA) disclosed 23 trades:
Traded: Jul 17 | Disclosed: Sep 4

Bought: $MRVL, $TTD, $PLTR, $MSFT, $CRWD, $COIN, $APP, $AMD, $ACN, $WDC, $NVDA
Sold: $ZTS, $VZ, $PGR, $PSKY, $LITE, $KVUE, $IBM, $DD, $STZ, $CMCSA, $EA, $UBER

https://integrityindex.us/candidate/gil-cisneros

InsiderFinance's AI analysis flagged bullish #CRWD Bull Call Spread at $190.34, and it closed up +22.87% in 8 trading days.
↗️ Options tape: $75.16M calls vs $40.73M puts
↗️ Fresh upside: $215 Call 2026-09-04, 10,355 contracts vs 3,680 OI
➡️ Level: $215, then $220/$240