Key Metrics

• Jul 27
  2 insider transaction filings hit the record.

  Form 4s are events, not verdicts — officers, directors, and 10% owners reporting their own trades. The forms post hours before the media writes them up.

  RECEIPT: SEC FORM 4 × 2, TIMESTAMPED
• Jul 27
  Chatter ran way louder than usual.

  2 mentions across the stream that day (+3.9σ vs its own baseline) — attention, not direction. Loud days mark where the crowd was looking.

  RECEIPT: NARRATIVE VELOCITY, 30-DAY BASELINE
• Jul 16
  Money rotated out of high-beta cohorts market-wide.

  High-beta names lagged the blue-chips by 18.6 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

  RECEIPT: ROTATION GAUGE, LIVE
• Mar 12
  From its Jan 29 high, the share price fell 41%.

  Peak close $61.20 on Jan 29; trough close $36.02 on Mar 12. The drawdown is the fact — the chapters around it are the context.

  RECEIPT: PRICE SERIES, PEAK-TO-TROUGH -41%
• Mar 6
  The stock moved -13.5% in a single session.

  Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

  RECEIPT: DAILY BAR, Mar 6
• Feb 27
  The stock moved -9.3% in a single session.

  Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

  RECEIPT: DAILY BAR, Feb 27

The story updates itself as events post · The wolf reports; you decide