GOOGL

LongInsider Cluster

Smart-money signal on GOOGL this 14d.

saved·f1c7f4b90e27·2026-05-29 20:20 UTC

Stage

Active · step 3 of 6

Detected
Verified
Active
Cooling
Resolved
Scored

Result so far

-2.6%vs SPY · this call

Day 21 of 30

Tracking to 30D

GOOGL call

SPY benchmark

This is one call - see every call vs the SPY

Status

Vetted

Public call

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.

Target move

+5% to +15%

by 30D from when the call was saved

Saved

Date: May 29, 2026
Price: $380.34
Time: 30D

Time passed

Day 21of 30

Next result check: 30D in 9D

Why this call?

30 reasons went into this score.

The score comes from smart money, fundamentals, technicals, and macro. Open each section to see the source behind the reason.

Smart Money7/40

Fundamentals14.7/35

Technicals4/15

Macro3.3/10

Smart Money7 / 40

JANUS INVESTMENT FUND [Janus Henderson Global Select Fund] increased position ($139.0M) (+387%)
SEC EDGAR NPORT-P· source
+4
Berkshire Hathaway Inc holds $15.6B (13F 2026-03-31)
SEC EDGAR Form 13F· source
+5
Tiger Global Management LLC holds $3.1B (13F 2026-03-31)
SEC EDGAR Form 13F· source
+5
Renaissance Technologies LLC holds $92.8M (13F 2025-12-31)
SEC EDGAR Form 13F· source
+5
Pershing Square Capital Management LP holds $9.3M (13F 2026-03-31)
SEC EDGAR Form 13F· source
+5
American Funds Insurance Series holds $1.6B (NPORT-P 2025-12-31)
SEC EDGAR NPORT-P· source
+4
short-volume tape softening: latest 27.3% fell 10.9pp vs 20d avg 38.2%
FINRA short interest· source
+2

Fundamentals14.7 / 35

Revenue growth 21.8% YoY (period end 2026-03-31)
Earnings releases (8-K)· source
+2.6
Operating margin expanded 220bps YoY
10-Q + 10-K· source
+3
Share count declined 0.4% YoY
10-Q + 10-K· source
+0.2
Strong ROE (38.9%)
10-Q + 10-K· source
+2
Profitable (37.9% net margin)
10-Q + 10-K· source
+2
Forward P/E 27.6 (reasonable)
Sector comps + FMP· source
+1
Analyst target $429.12 >5% above 52w high
Earnings releases (8-K)· source
+1
Consensus EPS estimate revised up 3.9% over 30d (fiscal quarter, 2026-06-30)
Earnings calendar· source
+1.5
Analyst EPS revisions net positive over 30d (29 net revisions)
Earnings calendar· source
+1.4

Technicals4 / 15

EMA stack bullish (9/21/50)
Price + volume· source
+1
Latest day's short ratio 27.3% (10.9pp below 20d baseline)
Price + volume· source
+1
Bullish options put/call skew (0.36 ratio)
OPRA options flow· source
+2

Macro3.3 / 10

VIX 15.7 (low volatility) as of 2026-05-28
Macro composite· source
+15.7
10y-2y spread 46bps (flattish) as of 2026-05-28
Macro composite· source
+0.46
Industrial Production 102.5 (mild expansion) as of 2026-04-01
Macro composite· source
+102.5
Initial claims 215,000 vs 26w mean (ratio 1.01, neutral)
Macro composite· source
+1.01
CPI YoY 3.95% (hot vs Fed target)
Macro composite· source
+3.95
HY OAS 2.72pp at 6th-pct trailing-90d (tight credit spread)
Macro composite· source
+2.72
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 49.8 (weak) as of 2026-04-01
Macro composite· source
+49.8
10y-3m spread 76bps (positive) as of 2026-05-28
Macro composite· source
+0.76
Net liquidity (Fed assets - reverse repo - TGA) +$145B over 4 weeks (rising)
Macro composite· source
+1

Result checks

7D
15D
30D
60D
90D
120D
180D
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

event

sources

calls

Source links1 / 1

SEC EDGAR NPORT-P1/1 linked

Latest source items

SEC EDGAR NPORT-P
FILING NPORT P FUND FLOW · 2026-05-29· source
raw linked

Past source results7 / 15 / 30 days before this call

SEC EDGAR NPORT-P+3.48%

+3.48%

12 calls · 67% hit

D15

+5.99%

12 calls · 67% hit

D30

-2.29%

4 calls · 50% hit

Past person or fund results7 / 15 / 30 days before this call

No older results for this person or fund yet.

Can you check it?

Saved on Bitcoin.

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.

Download proof file How this works

Saved on Bitcoin block 951614.

Saved record code

f1c7f4b90e276ab55be8efb2140bd9d1d78060877ae11e7aded859b896e6fe2d

Saved time: 2026-05-29 20:20 UTC
Ticker: GOOGL
Direction: Long
Issued price: $380.34
Bitcoin block: 951614