Smart-money signal on BCPC this 14d.
Every call here cleared our publish bar - a real smart-money buyer plus at least two confirmations - before the result. We track every win and miss in public.
The score comes from smart money, fundamentals, technicals, and macro. Open each section to see the source behind the reason.
TWO SIGMA INVESTMENTS, LP increased position ($72.9M) (+112%)
SEC EDGAR Form 13F· source
Renaissance Technologies LLC holds $23.3M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Citadel Advisors LLC holds $1.6M (13F 2025-12-31)
SEC EDGAR Form 13F· source
FMR LLC (Fidelity) holds $82.1M (13F 2025-12-31)
SEC EDGAR Form 13F· source
short-volume tape softening: latest 28.5% fell 27.4pp vs 20d avg 55.8%
FINRA short interest· source
VIX 17.4 (mild) as of 2026-05-20
Macro composite· source
10y-2y spread 49bps (flattish) as of 2026-05-21
Macro composite· source
Industrial Production 102.5 (mild expansion) as of 2026-04-01
Macro composite· source
Initial claims 209,000 vs 26w mean (ratio 0.98, neutral)
Macro composite· source
CPI YoY 3.95% (hot vs Fed target)
Macro composite· source
HY OAS 2.80pp at 21th-pct trailing-90d (tight credit spread)
Macro composite· source
Non-farm payrolls 0.16% YoY (PAYEMS)
Macro composite· source
Retail sales 4.87% YoY (RSAFS)
Macro composite· source
U-Mich Consumer Sentiment 53.3 (weak) as of 2026-03-01
Macro composite· source
10y-3m spread 89bps (positive) as of 2026-05-21
Macro composite· source
Net liquidity (Fed assets - reverse repo - TGA) +$228B over 4 weeks (rising)
Macro composite· source
You can still check when this call was saved below. It is not counted in the main win/loss scorecard.
When this call was made, we saved the ticker, direction, score, reasons, target range, price, and time. The code on the right lets anyone check that the saved record was not changed later.
Saved on Bitcoin block 950435.