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All calls

SE

LongInsider Cluster

Smart-money signal on SE this 14d.

saved·e0344680ce39·2026-05-27 20:17 UTC
Result so far
+0.8%vs SPY · this call
Day 36 of 30
Tracking to 30D
0%2.6%5.3%8%D0D8D15D23D30
SE call
SPY benchmark
This is one call - see every call vs the SPY
Target move
+5% to +15%
by 30D from when the call was saved
Baseline band: this call was saved before per-stock volatility targets shipped (Jun 29, 2026), so it uses AlphaYou's standard band. Newer calls carry stock-specific targets.
Saved
Date
May 27, 2026
Price
$93.51
Time
30D
Time passed
Day 36of 30
Why this call?

25 source inputs support this call.

Start with the four driver buckets, then open each section for the source-level detail behind the call.

Smart MoneyMultiple inputs6 inputs
DriverTWO SIGMA INVESTMENTS, LP increased position ($273.6M) (+93%)
FundamentalsMultiple inputs4 inputs
DriverRevenue growth 46.6% YoY (period end 2026-03-31)
TechnicalsMultiple inputs4 inputs
DriverMACD histogram 0.308 (positive)
MacroMultiple inputs11 inputs
DriverVIX 17.0 (mild) as of 2026-05-26
Smart Money6 inputs
  • Two Sigma

    TWO SIGMA INVESTMENTS, LP increased position ($273.6M) (+93%)

    SEC EDGAR Form 13F· source

  • Tiger Global

    Tiger Global Management LLC holds $1.3B (13F 2026-03-31)

    SEC EDGAR Form 13F· source

  • Jim Simons

    Renaissance Technologies LLC holds $147.2M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

  • Cathie Wood

    ARK ETF Trust holds $16.6M (NPORT-P 2026-01-30)

    SEC EDGAR NPORT-P· source

  • Cathie Wood

    ARK Investment Management LLC holds $14.3M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

  • LP

    Lone Pine Capital LLC holds $334.1M (13F 2025-09-30)

    SEC EDGAR Form 13F· source

Fundamentals4 inputs

  • Revenue growth 46.6% YoY (period end 2026-03-31)

    Earnings releases (8-K)· source

  • Net debt reduced 235.9% YoY

    10-Q + 10-K· source

  • Profitable (6.4% net margin)

    10-Q + 10-K· source

  • Forward P/E 30.6 (reasonable)

    Sector comps + FMP· source

Technicals4 inputs

  • MACD histogram 0.308 (positive)

    Price + volume· source

  • Stocktwits retail bullish lean (100% of 7 tagged, 11 msgs in 24h vs 5.3/d baseline)

    Stocktwits sentiment· source

  • Bullish options put/call skew (0.23 ratio)

    OPRA options flow· source

  • Call-side volume/open-interest pressure (26 call contracts >=1x OI ratio)

    OPRA options flow· source

Macro11 inputs

  • VIX 17.0 (mild) as of 2026-05-26

    Macro composite· source

  • 10y-2y spread 49bps (flattish) as of 2026-05-26

    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 2.72pp at 6th-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 49.8 (weak) as of 2026-04-01

    Macro composite· source

  • 10y-3m spread 82bps (positive) as of 2026-05-26

    Macro composite· source

  • Net liquidity (Fed assets - reverse repo - TGA) +$230B over 4 weeks (rising)

    Macro composite· source

Result checks
  1. 7D
  2. 15D
  3. 30D
  4. 60D
  5. 90D
  6. 120D
  7. 180D
  8. 1Y
recorded at each check · never rewritten
Public record

Some source links still missing.

We group 1 same-day call into one public result, so wins and misses cannot be cherry-picked. The source links below show what the call was based on.

50.0%
linked
2
events
2
sources
1
calls
Source links1 / 2
SEC EDGAR 13F1/1 linked
Stocktwits0/1 linked
Latest source items

  • Stocktwits

    RETAIL SENTIMENT · 2026-05-27

    legacy

  • SEC EDGAR 13F

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

    raw linked
Past source results7 / 15 / 30 days before this call
SEC EDGAR 13F+0.93%
D7
+0.93%
117 calls · 57% hit
D15
+0.56%
117 calls · 53% hit
D30
+2.07%
117 calls · 57% hit
Past person or fund results7 / 15 / 30 days before this call
TWO SIGMA INVESTMENTS, LP

13F filer

+1.27%
D7
+1.27%
101 calls · 60% hit
D15
+0.79%
101 calls · 54% hit
D30
+2.48%
101 calls · 60% hit
Call timing

Saved record, target window, and result checks

Target
+5% to +15%
Saved
May 27, 2026
Hold
30D
ExpandCollapse
Target
+5% to +15%
Saved
May 27, 2026
Entry
$93.51
Window
30D
Day 36of 30

AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.

Audit trail
Cooling · step 4 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Measured
View track record vs SPY
Proof

Call saved on Bitcoin blockchain.

When this call was made, we saved the ticker, direction, reasons, target range, price, and time so the record can be checked later.

Verify receiptDownload proof fileHow this works

Call saved on Bitcoin block 951302.

Saved record code
e0344680ce396e034e1e5c1e6b599e4b6d0f8620c188566f0c50695dc05835af
Saved time
2026-05-27 20:17 UTC
Ticker
SE
Direction
Long
Issued price
$93.51
Bitcoin block
951302
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© 2026 AlphaYou. All rights reserved.Not financial advice. Do your own research. Informational data only; past performance does not predict future results.