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Watch · Mixed Evidence. This signal is recorded in the public log and timestamped to Bitcoin, but it has not cleared AlphaYou's public-recommendation quality gate. Treat as ticker-level context, not a directional recommendation. Reasons: confidence:WEAK, score:13<14. Read methodology.
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AVGO

LongInsider Cluster

Smart-money signal on AVGO this 14d.

verified·03a26fa5e671
Lifecycle
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Walk-forward performance
+1.2%alpha vs SPY
Day 18 of 30
Tracking to 30D
AVGO signal
SPY benchmark
target band
projection
Evidence score
13
Watch · Mixed Evidence
internal bandWeak

Raw conviction from the active evidence stack. Category bars below show the full 100-point model and which sources contributed.

Target range
+5% to +15%
by 30D from issuance
Issued
Date
May 12, 2026
Price
$414.77
Horizon
30D
Progress
Day 18of 30
Next checkpoint: 30D in 12D
Walk-forward schedule
7 checkpoints · public log entry per checkpoint
  1. 7DLogged
  2. 15DLogged
  3. 30D+12D
  4. 60DOut
  5. 120DOut
  6. 180DOut
  7. 1YOut

At each checkpoint, the signal's signed return, alpha vs benchmark, and excursion bands append to the public log. No retroactive editing.

Score breakdown

11 contributors. Every one sourced.

Each category contributes a fixed share of the total. Each weight inside a category traces back to the filing, transcript, or feed that fired it.

Smart money
6 / 40
Fund. & Earn.
6 / 35
Technicals
1 / 15
Macro
0 / 10
Smart money6 / 40

  • ARK Investment Management LLC opened position ($126.2M)

    SEC EDGAR Form 13F· source

    +5

  • Tiger Global Management LLC holds $995.3M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +5

  • Renaissance Technologies LLC holds $308K (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +5

  • D. E. Shaw & Co Inc holds $1.9B (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +4

  • Fidelity Magellan Fund holds $1.7B (NPORT-P 2026-03-31)

    SEC EDGAR NPORT-P· source

    +4

  • Janus Investment Fund (legacy active) holds $1.7B (NPORT-P 2026-09-30)

    SEC EDGAR NPORT-P· source

    +4
Fund. & Earn.6 / 35

  • Revenue growth 29.5% YoY (period end 2026-02-01)

    Earnings releases (8-K)· source

    +3

  • Operating margin expanded 237bps YoY

    10-Q + 10-K· source

    +3
Technicals1 / 15

  • RSI(14) 56.5 (elevated)

    Price + volume· source

    +0

  • MACD histogram -2.464 (negative)

    Price + volume· source

    +0

  • EMA stack bullish (9/21/50)

    Price + volume· source

    +1
Macro0 / 10
    Recommendation receipt

    Signal-level proof only.

    This signal does not currently map to a public Recommendation Ledger row. Its cryptographic signal hash is still available below, but it is not counted in the public track record.

    Cryptographic proof

    Anchored on Bitcoin.

    At publication, the full signal payload - ticker, direction, conviction, breakdown with contributors, why-now, target range, issued price, and issued time - is hashed with SHA-256 (hash scheme v2). The hash is to the right; the .ots proof below is what an OpenTimestamps calendar produced when we submitted it. Anyone can verify it by re-deriving the canonical hash from our public payload and feeding the .ots file to the upstream `ots verify` CLI.

    Download .ots proofHow OpenTimestamps works

    Bitcoin attested. Hash settled to block 949117.

    Signal payload hash
    03a26fa5e67170e1ac96079ba14bfb70289a24b816cde9098a41e11363cefc0d
    Timestamp
    2026-05-12 18:09 UTC
    Ticker
    AVGO
    Direction
    Long
    Issued price
    $414.77
    Bitcoin block
    949117