It's cuz Lam is the only one to know the bad news and he's keeping it to himself. LOL
Now whatever's coming may not be favorable enough to move our stock up. But if it's not, I'm not going back and saying we should have known based on Lam's moves - especially since we have seen only cerrtain of the moves he may be making. Unless, of course, Lam is then taken to task for his sales.
The Lam sales are a red herring, and if you afford them excessive weight, you'll need a bit more luck on your side of the transaction.
No certainties here, just a lot of variables, which cut in various directions.