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ANET

LongInsider Cluster

Smart-money signal on ANET this 14d.

verified·b2a5fb2e6b9d
Lifecycle
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Walk-forward performance
+0.0%alpha vs SPY
Day 1 of 30
Tracking to 30D
ANET signal
SPY benchmark
target band
projection
Evidence score
28
Public Recommendation
internal bandModerate

Raw conviction from the active evidence stack. Category bars below show the full 100-point model and which sources contributed.

Target range
+5% to +15%
by 30D from issuance
Issued
Date
May 29, 2026
Price
$159.50
Horizon
30D
Progress
Day 1of 30
Next checkpoint: 7D in 6D
Walk-forward schedule
7 checkpoints · public log entry per checkpoint
  1. 7D+6D
  2. 15D+14D
  3. 30D+29D
  4. 60DOut
  5. 120DOut
  6. 180DOut
  7. 1YOut

At each checkpoint, the signal's signed return, alpha vs benchmark, and excursion bands append to the public log. No retroactive editing.

Score breakdown

29 contributors. Every one sourced.

Each category contributes a fixed share of the total. Each weight inside a category traces back to the filing, transcript, or feed that fired it.

Smart money
5 / 40
Fund. & Earn.
9.9 / 35
Technicals
10 / 15
Macro
3.3 / 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
Fund. & Earn.9.9 / 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
Recommendation receipt

Source chain partially linked.

Recommendation cmprebcga2... collapses 1 same-day signal into one public track-record row. The raw upstream receipts are checked here before the OpenTimestamps hash below.

50.0%
linked
2
events
2
sources
1
signals
Source coverage1 / 2
SEC EDGAR NPORT-P1/1 linked
Stocktwits0/1 linked
Latest source events

  • SEC EDGAR NPORT-P

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

    raw linked

  • Stocktwits

    RETAIL SENTIMENT · 2026-05-27

    legacy
Prior source recordD7 / D15 / D30 before issuance
SEC EDGAR NPORT-P-2.64%
D7
-2.64%
n=4 · 25% hit
D15
-5.01%
n=1 · 0% hit
D30
n/a
Prior actor recordD7 / D15 / D30 before issuance

No recurring actor in prior matured recommendations yet.

Cryptographic proof

Anchored on Bitcoin.

At publication, the full signal payload - ticker, direction, conviction, breakdown with contributors, why-now, target range, issued price, and issued time - is hashed with SHA-256 (hash scheme v2). The hash is to the right; the .ots proof below is what an OpenTimestamps calendar produced when we submitted it. Anyone can verify it by re-deriving the canonical hash from our public payload and feeding the .ots file to the upstream `ots verify` CLI.

Download .ots proofHow OpenTimestamps works

Bitcoin attested. Hash settled to block 951614.

Signal payload hash
b2a5fb2e6b9dfd99cde5d20f55f8082aee4216dc19970c98114dfd134d93383d
Timestamp
2026-05-29 20:20 UTC
Ticker
ANET
Direction
Long
Issued price
$159.50
Bitcoin block
951614