Smart-money signal on EBAY this 14d.
Start with the four driver buckets, then open each section for the source-level detail behind the call.
JANUS INVESTMENT FUND [Janus Henderson Growth and Income Fund] opened position ($68.7M)
SEC EDGAR NPORT-P· source
Renaissance Technologies LLC holds $73.6M (13F 2025-09-30)
SEC EDGAR Form 13F· source
Citadel Advisors LLC holds $62.2M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Two Sigma Investments LP holds $722K (13F 2026-03-31)
SEC EDGAR Form 13F· source
FMR LLC (Fidelity) holds $370.0M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Revenue growth 19.5% YoY (period end 2026-03-31)
Earnings releases (8-K)· source
Share count declined 3.8% YoY
10-Q + 10-K· source
Strong ROE (42.9%)
10-Q + 10-K· source
Profitable (17.6% net margin)
10-Q + 10-K· source
Forward P/E 18.3 (reasonable)
Sector comps + FMP· source
Consensus EPS estimate revised up 1.2% over 30d (fiscal quarter, 2026-06-30)
Earnings calendar· source
Analyst EPS revisions net positive over 30d (5 net revisions)
Earnings calendar· source
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
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.
SEC EDGAR NPORT-P
FILING NPORT P FUND FLOW · 2026-05-29· source
No older results for this person or fund yet.
AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.
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.