Insider stock sales at defense technology firm Anduril have raised questions among market observers despite widespread consensus that the U.S. defense industrial base is in the early stages of a 10 to 20-year reshoring cycle. Critics argue that divesting now contradicts the long-term growth thesis, questioning why insiders would sell equity during what many view as a generational expansion period for domestic defense manufacturing. The selling activity highlights a divergence between bullish macro narratives and individual insider behavior. While the broader strategic outlook for U.S. defense reshoring remains positive, the transactions prompt scrutiny regarding valuation expectations and liquidity needs within private defense tech firms navigating this multi-decade industrial transition.