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GOOG

LongInsider Cluster

Smart-money signal on GOOG this 14d.

verified·4ce1e5020e6c
Lifecycle
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Walk-forward performance
-4.4%alpha vs SPY
Day 14 of 30
Tracking to 30D
GOOG signal
SPY benchmark
target band
projection
Evidence score
14
Public Recommendation
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 16, 2026
Price
$393.32
Horizon
30D
Progress
Day 14of 30
Next checkpoint: 15D in 1D
Walk-forward schedule
7 checkpoints · public log entry per checkpoint
  1. 7DLogged
  2. 15D+1D
  3. 30D+16D
  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
8 / 40
Fund. & Earn.
0 / 35
Technicals
4 / 15
Macro
2 / 10
Smart money8 / 40

  • Berkshire Hathaway Inc opened position ($1.0B)

    SEC EDGAR Form 13F· source

    +5

  • ARK Investment Management LLC holds $206.7M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +5

  • Pershing Square Capital Management LP holds $89.4M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +5

  • Renaissance Technologies LLC holds $32.0M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +5

  • Janus Investment Fund (legacy active) holds $1.9B (NPORT-P 2026-09-30)

    SEC EDGAR NPORT-P· source

    +4

  • American Funds Insurance Series holds $1.0B (NPORT-P 2025-12-31)

    SEC EDGAR NPORT-P· source

    +4

  • short-volume tape softening: latest 21.3% fell 12.1pp vs 20d avg 33.4%

    FINRA short interest· source

    +2
Fund. & Earn.0 / 35
    Technicals4 / 15

    • RSI(14) 69.9 (elevated)

      Price + volume· source

      +0

    • MACD histogram 0.355 (positive)

      Price + volume· source

      +1

    • EMA stack bullish (9/21/50)

      Price + volume· source

      +1

    • Multi-timeframe partial confluence (2-of-3, no opposing) (1d=LONG, 1w=LONG, 1m=NEUTRAL)

      Price + volume· source

      +1

    • Latest day's short ratio 21.3% (12.1pp below 20d baseline)

      Price + volume· source

      +1
    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

    Source chain complete.

    Recommendation cmppnerjg0... collapses 1 same-day signal into one public track-record row. The raw upstream receipts are checked here before the OpenTimestamps hash below.

    100.0%
    linked
    1
    event
    1
    sources
    1
    signals
    Source coverage1 / 1
    SEC EDGAR 13F1/1 linked
    Latest source events

    • SEC EDGAR 13F

      FILING 13F FUND FLOW · 2026-05-15· source

      raw linked
    Prior source recordD7 / D15 / D30 before issuance
    SEC EDGAR 13F+1.63%
    D7
    +1.63%
    n=64 · 69% hit
    D15
    n/a
    D30
    n/a
    Prior actor recordD7 / D15 / D30 before issuance

    No recurring actor in prior matured recommendations yet.

    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 949583.

    Signal payload hash
    4ce1e5020e6ca6e72ae02316db5151a7e9a7ff61681d4fafde15c1e1990ebaad
    Timestamp
    2026-05-16 00:27 UTC
    Ticker
    GOOG
    Direction
    Long
    Issued price
    $393.32
    Bitcoin block
    949583