AlphaYouAlphaYou
SignalsCheck StockSmart MoneySmart Money TrackersAskScorecardBlog
Sign in
SignalsCheck StockSmart Money TrackersAskScorecardBlog
All calls

ANET

LongInsider Cluster

Smart-money signal on ANET this 14d.

saved·b2a5fb2e6b9d·2026-05-29 20:20 UTC
Stage
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Result so far
+6.2%vs SPY · this call
Day 21 of 30
Tracking to 30D
0%3.2%6.3%9.6%D0D8D15D23D30
ANET 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
$159.50
Time
30D
Time passed
Day 21of 30
Next result check: 30D in 9D
Why this call?

29 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 Money5/40
Fundamentals9.9/35
Technicals10/15
Macro3.3/10
Smart Money5 / 40

  • JANUS INVESTMENT FUND [Janus Henderson Balanced Fund] opened position ($86.1M)

    SEC EDGAR NPORT-P· source

    +4

  • Renaissance Technologies LLC holds $101.5M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +5

  • Two Sigma Investments LP holds $461.4M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +4

  • Fidelity Magellan Fund holds $417.2M (NPORT-P 2026-03-31)

    SEC EDGAR NPORT-P· source

    +4

  • American Funds Insurance Series holds $185.9M (NPORT-P 2025-12-31)

    SEC EDGAR NPORT-P· source

    +4

  • Citadel Advisors LLC holds $51.2M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +4
Fundamentals9.9 / 35

  • Revenue growth 35.1% YoY (period end 2026-03-31)

    Earnings releases (8-K)· source

    +3

  • Share count declined 0.4% YoY

    10-Q + 10-K· source

    +0.2

  • Strong ROE (31.5%)

    10-Q + 10-K· source

    +2

  • Profitable (38.3% net margin)

    10-Q + 10-K· source

    +2

  • Consensus EPS estimate revised up 2.9% over 30d (fiscal quarter, 2026-06-30)

    Earnings calendar· source

    +1.2

  • Analyst EPS revisions net positive over 30d (18 net revisions)

    Earnings calendar· source

    +1.5
Technicals10 / 15

  • MACD histogram 1.251 (positive)

    Price + volume· source

    +1

  • EMA stack bullish (9/21/50)

    Price + volume· source

    +1

  • Multi-timeframe full confluence (3-of-3) (1d=LONG, 1w=LONG, 1m=LONG)

    Price + volume· source

    +2

  • Stocktwits retail bullish lean (88% of 8 tagged, 20 msgs in 24h vs 4.6/d baseline)

    Stocktwits sentiment· source

    +2

  • Bullish options put/call skew (0.29 ratio)

    OPRA options flow· source

    +2

  • Call-side volume/open-interest pressure (20 call contracts >=1x OI 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
  1. 7D
  2. 15D
  3. 30D
  4. 60D
  5. 90D
  6. 120D
  7. 180D
  8. 1Y
recorded at each check · never rewritten
Public record

Some source links still missing.

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.

50.0%
linked
2
events
2
sources
1
calls
Source links1 / 2
SEC EDGAR NPORT-P1/1 linked
Stocktwits0/1 linked
Latest source items

  • SEC EDGAR NPORT-P

    FILING NPORT P FUND FLOW · 2026-05-29· source

    raw linked

  • Stocktwits

    RETAIL SENTIMENT · 2026-05-27

    legacy
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
-2.29%
4 calls · 50% hit
Stocktwits-1.85%
D7
-1.85%
3 calls · 33% hit
D15
-0.96%
3 calls · 33% hit
D30
n/a
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 fileHow this works

Saved on Bitcoin block 951614.

Saved record code
b2a5fb2e6b9dfd99cde5d20f55f8082aee4216dc19970c98114dfd134d93383d
Saved time
2026-05-29 20:20 UTC
Ticker
ANET
Direction
Long
Issued price
$159.50
Bitcoin block
951614
AlphaYouAlphaYou
  • Privacy
  • Terms
  • Disclaimer
© 2026 AlphaYou. All rights reserved.Not investment advice. Informational data only. Past performance does not predict future results.