AlphaYou
NET
LongInsider ClusterSmart-money signal on NET this 14d.
Result so far
+2.6%vs SPY · this call
Day 34 of 30
Tracking to 30D
NET call
SPY benchmark
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 29, 2026
- Price
- $241.80
- Time
- 30D
Time passed
Day 34of 30
Why this call?
27 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
DriverJANUS INVESTMENT FUND [Janus Henderson Global Technology and Innovation Fund] opened position ($33.4M)
FundamentalsMultiple inputs5 inputs
DriverRevenue growth 33.5% YoY (period end 2026-03-31)
TechnicalsMultiple inputs5 inputs
DriverMACD histogram 2.779 (positive)
MacroMultiple inputs11 inputs
DriverVIX 15.7 (low volatility) as of 2026-05-28
Smart Money6 inputs
- JI
JANUS INVESTMENT FUND [Janus Henderson Global Technology and Innovation Fund] opened position ($33.4M)
SEC EDGAR NPORT-P· source
ARK Investment Management LLC holds $37.9M (13F 2026-03-31)
SEC EDGAR Form 13F· source
ARK ETF Trust holds $29.6M (NPORT-P 2026-01-30)
SEC EDGAR NPORT-P· source
Renaissance Technologies LLC holds $25.7M (13F 2025-12-31)
SEC EDGAR Form 13F· source
- AF
American Funds Insurance Series holds $775.5M (NPORT-P 2025-12-31)
SEC EDGAR NPORT-P· source
Two Sigma Investments LP holds $581.8M (13F 2026-03-31)
SEC EDGAR Form 13F· source
Fundamentals5 inputs
Revenue growth 33.5% YoY (period end 2026-03-31)
Earnings releases (8-K)· source
Operating margin expanded 142bps YoY
10-Q + 10-K· source
Negative ROE (-5.9%) - capital destruction
10-K + bond filings· source
Unprofitable (-3.7% net margin)
10-Q + 10-K· source
Consensus EPS estimate revised up 0.7% over 30d (fiscal quarter, 2026-06-30)
Earnings calendar· source
Technicals5 inputs
MACD histogram 2.779 (positive)
Price + volume· source
EMA stack bullish (9/21/50)
Price + volume· source
Multi-timeframe partial confluence (2-of-3, no opposing) (1d=LONG, 1w=LONG, 1m=NEUTRAL)
Price + volume· source
Bullish options put/call skew (0.46 ratio)
OPRA options flow· source
Call-side volume/open-interest pressure (40 call contracts >=1x OI ratio)
OPRA options flow· source
Macro11 inputs
VIX 15.7 (low volatility) as of 2026-05-28
Macro composite· source
10y-2y spread 46bps (flattish) as of 2026-05-28
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 2.72pp 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 76bps (positive) as of 2026-05-28
Macro composite· source
Net liquidity (Fed assets - reverse repo - TGA) +$145B over 4 weeks (rising)
Macro composite· source
Result checks
- 7D
- 15D
- 30D
- 60D
- 90D
- 120D
- 180D
- 1Y
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
SEC EDGAR NPORT-P1/1 linked
Latest source items
- raw linked
SEC EDGAR NPORT-P
FILING NPORT P FUND FLOW · 2026-05-29· source
Past source results7 / 15 / 30 days before this call
SEC EDGAR NPORT-P+3.48%
D7
+3.48%
12 calls · 67% hit
D15
+5.99%
12 calls · 67% hit
D30
+6.49%
12 calls · 75% hit
Past person or fund results7 / 15 / 30 days before this call
No older results for this person or fund yet.
Call timingSaved record, target window, and result checks
- Target
- +5% to +15%
- Saved
- May 29, 2026
- Hold
- 30D
ExpandCollapse
Call timing
Saved record, target window, and result checks
- Target
- +5% to +15%
- Saved
- May 29, 2026
- Hold
- 30D
- Target
- +5% to +15%
- Saved
- May 29, 2026
- Entry
- $241.80
- Window
- 30D
Day 34of 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- Detected
- Verified
- Active
- Cooling
- Resolved
- Measured
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.
Call saved on Bitcoin block 951614.
Saved record code
f7ace6fd517788111a79972954377ab63f6df96aa19a669c0459b05fbd1e2dea
- Saved time
- 2026-05-29 20:20 UTC
- Ticker
- NET
- Direction
- Long
- Issued price
- $241.80
- Bitcoin block
- 951614