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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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BBIO

LongInsider Cluster

Smart-money signal on BBIO this 14d.

verified·b0bde88566d2
Lifecycle
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Walk-forward performance
+3.6%alpha vs SPY
Day 15 of 30
Tracking to 30D
BBIO 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 15, 2026
Price
$66.13
Horizon
30D
Progress
Day 15of 30
Next checkpoint: 15D today
Walk-forward schedule
7 checkpoints · public log entry per checkpoint
  1. 7DLogged
  2. 15DLogged
  3. 30D+15D
  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

22 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
4 / 40
Fund. & Earn.
6 / 35
Technicals
1 / 15
Macro
2 / 10
Smart money4 / 40

  • TWO SIGMA INVESTMENTS, LP increased position ($231.7M) (+60%)

    SEC EDGAR Form 13F· source

    +4

  • Renaissance Technologies LLC holds $16.7M (13F 2025-09-30)

    SEC EDGAR Form 13F· source

    +5

  • Janus Investment Fund (legacy active) holds $113.0M (NPORT-P 2026-09-30)

    SEC EDGAR NPORT-P· source

    +4

  • Citadel Advisors LLC holds $53.4M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +4

  • Janus Detroit Street Trust (active ETFs) holds $10.9M (NPORT-P 2026-10-31)

    SEC EDGAR NPORT-P· source

    +4

  • American Funds Insurance Series holds $7.8M (NPORT-P 2025-12-31)

    SEC EDGAR NPORT-P· source

    +4

  • Pending dilution: 1 S-3/S-8 shelf in trailing 90d

    SEC EDGAR dilution filings

    -1
Fund. & Earn.6 / 35

  • Revenue growth 66.8% YoY (period end 2026-03-31)

    Earnings releases (8-K)· source

    +3

  • Operating margin expanded 3502bps YoY

    10-Q + 10-K· source

    +3
Technicals1 / 15

  • RSI(14) 40.0 (mild, room above)

    Price + volume· source

    +1

  • MACD histogram -0.286 (negative)

    Price + volume· source

    +0

  • EMA stack bearish (9/21/50)

    Price + volume· source

    +0
Macro2 / 10

  • VIX 17.3 (mild) as of 2026-05-14

    Macro composite· source

    +17.3

  • 10y-2y spread 47bps (flattish) as of 2026-05-14

    Macro composite· source

    +0.47

  • Industrial Production 102.5 (mild expansion) as of 2026-04-01

    Macro composite· source

    +102.5

  • Initial claims 211,000 vs 26w mean (ratio 0.99, neutral)

    Macro composite· source

    +0.99

  • CPI YoY 3.95% (hot vs Fed target)

    Macro composite· source

    +3.95

  • HY OAS 2.76pp at 16th-pct trailing-90d (tight credit spread)

    Macro composite· source

    +2.76

  • Non-farm payrolls 0.16% YoY (PAYEMS)

    Macro composite· source

    +0.16

  • Retail sales 4.87% YoY (RSAFS)

    Macro composite· source

    +4.87

  • U-Mich Consumer Sentiment 53.3 (weak) as of 2026-03-01

    Macro composite· source

    +53.3

  • 10y-3m spread 78bps (positive) as of 2026-05-14

    Macro composite· source

    +0.78
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 949560.

Signal payload hash
b0bde88566d223e360ea2af767624db6a9c47a4c4a9585574a905c1c46db89de
Timestamp
2026-05-15 19:57 UTC
Ticker
BBIO
Direction
Long
Issued price
$66.13
Bitcoin block
949560