Smart-money signal on NTES this 14d.
Standard target. This call keeps the original proof-locked band it was saved with. Recent 30-day swing pace: about +/-13.1% from 12 daily moves. Entry $123.9, latest close $129.7, target $130.1-$142.5.
Start with the four driver buckets, then open each section for the source-level detail behind the call.
Rep. Hon. Josh Gottheimer bought NTES ($1,001-$15,000)
House STOCK Act + Senate eFD· source
Renaissance Technologies LLC holds $149.8M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Two Sigma Investments LP holds $6.0M (13F 2026-03-31)
SEC EDGAR Form 13F· source
Citadel Advisors LLC holds $1.4M (13F 2025-12-31)
SEC EDGAR Form 13F· source
FMR LLC (Fidelity) holds $257.1M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Strong ROE (22.1%)
10-Q + 10-K· source
Profitable (29.8% net margin)
10-Q + 10-K· source
Forward P/E 13.1 (reasonable)
Sector comps + FMP· source
Consensus EPS estimate revised up 6.1% over 30d (fiscal quarter, 2026-06-30)
Earnings calendar· source
Analyst EPS revisions net positive over 30d (4 net revisions)
Earnings calendar· source
VIX 16.3 (mild) as of 2026-05-27
Macro composite· source
10y-2y spread 48bps (flattish) as of 2026-05-27
Macro composite· source
Industrial Production 102.5 (mild expansion) as of 2026-04-01
Macro composite· source
Initial claims 215,000 vs 26w mean (ratio 1.01, neutral)
Macro composite· source
CPI YoY 3.95% (hot vs Fed target)
Macro composite· source
HY OAS 2.71pp at 3th-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 80bps (positive) as of 2026-05-27
Macro composite· source
Net liquidity (Fed assets - reverse repo - TGA) +$230B over 4 weeks (rising)
Macro composite· source
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.
house-clerk-ptr-pdf
CONGRESSIONAL TRADE · 2026-05-19· source
Congress
AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.
Standard target. This call keeps the original proof-locked band it was saved with. Recent 30-day swing pace: about +/-13.1% from 12 daily moves. Entry $123.9, latest close $129.7, target $130.1-$142.5.
When this call was made, we saved the ticker, direction, reasons, target range, price, and time so the record can be checked later.
Call saved on Bitcoin block 951431.