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NTES

LongInsider Cluster

Smart-money signal on NTES this 14d.

saved·80958fad2867·2026-05-28 15:42 UTC
Result so far
+6.7%vs SPY · this call
Day 35 of 30
Tracking to 30D
0%2.6%5.3%8%D0D8D15D23D30
NTES 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 28, 2026
Price
$123.92
Time
30D
Time passed
Day 35of 30
Why this call?

21 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 inputs5 inputs
DriverRep. Hon. Josh Gottheimer bought NTES ($1,001-$15,000)
FundamentalsMultiple inputs5 inputs
DriverStrong ROE (22.1%)
TechnicalsNo active inputs0 inputs
DriverWaiting for source confirmation
MacroMultiple inputs11 inputs
DriverVIX 16.3 (mild) as of 2026-05-27
Smart Money5 inputs
  • RH

    Rep. Hon. Josh Gottheimer bought NTES ($1,001-$15,000)

    House STOCK Act + Senate eFD· source

  • Jim Simons

    Renaissance Technologies LLC holds $149.8M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

  • Two Sigma

    Two Sigma Investments LP holds $6.0M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

  • Citadel

    Citadel Advisors LLC holds $1.4M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

  • FL

    FMR LLC (Fidelity) holds $257.1M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

Fundamentals5 inputs
  • 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

Technicals0 inputs
  • No active source input in this bucket.
Macro11 inputs
  • 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

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

Source links complete.

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.

100.0%
linked
1
event
1
sources
1
calls
Source links1 / 1
house-clerk-ptr-pdf1/1 linked
Latest source items
  • house-clerk-ptr-pdf

    CONGRESSIONAL TRADE · 2026-05-19· source

    raw linked
Past source results7 / 15 / 30 days before this call
house-clerk-ptr-pdf+0.11%
D7
+0.11%
18 calls · 50% hit
D15
+4.01%
18 calls · 72% hit
D30
+3.15%
18 calls · 56% hit
Past person or fund results7 / 15 / 30 days before this call
Hon. Josh Gottheimer

Congress

+6.54%
D7
+6.54%
1 calls · 100% hit
D15
+6.49%
1 calls · 100% hit
D30
-1.07%
1 calls · 0% hit
Call timing

Saved record, target window, and result checks

Target
+5% to +15%
Saved
May 28, 2026
Hold
30D
ExpandCollapse
Target
+5% to +15%
Saved
May 28, 2026
Entry
$123.92
Window
30D
Day 35of 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 951431.

Saved record code
80958fad28673da91ba82b2ac0fc1c165ad406d9c284ed4120acab33e4d3bd53
Saved time
2026-05-28 15:42 UTC
Ticker
NTES
Direction
Long
Issued price
$123.92
Bitcoin block
951431
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