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All calls

MU

LongInsider Cluster

Smart-money signal on MU this 14d.

saved·1eff4b74c3ed·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
+12.3%vs SPY · this call
Day 21 of 30
Tracking to 30D
0%6.4%12.7%19.3%D0D8D15D23D30
MU 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
$971.00
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
Fundamentals12.7/35
Technicals6/15
Macro3.3/10
Smart Money5 / 40

  • JANUS INVESTMENT FUND [Janus Henderson Balanced Fund] opened position ($189.1M)

    SEC EDGAR NPORT-P· source

    +4

  • Renaissance Technologies LLC holds $859.4M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +5

  • American Funds Insurance Series holds $1.2B (NPORT-P 2025-12-31)

    SEC EDGAR NPORT-P· source

    +4

  • Citadel Advisors LLC holds $871.1M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +4

  • Two Sigma Investments LP holds $773.8M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +4

  • D. E. Shaw & Co Inc holds $56.1M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +4
Fundamentals12.7 / 35

  • Revenue growth 196.3% YoY (period end 2026-02-26)

    Earnings releases (8-K)· source

    +3

  • Operating margin expanded 4561bps YoY

    10-Q + 10-K· source

    +3

  • Strong ROE (39.8%)

    10-Q + 10-K· source

    +2

  • Profitable (41.5% net margin)

    10-Q + 10-K· source

    +2

  • Forward P/E 9.4 (reasonable)

    Sector comps + FMP· source

    +2

  • Consensus EPS estimate revised up 1.4% over 30d (fiscal quarter, 2026-05-31)

    Earnings calendar· source

    +0.6

  • Analyst EPS revisions net positive over 30d (2 net revisions)

    Earnings calendar· source

    +0.1
Technicals6 / 15

  • MACD histogram 16.412 (positive)

    Price + volume· source

    +1

  • EMA stack bullish (9/21/50)

    Price + volume· source

    +1

  • 60-day breakout (today close > prior-60d high)

    Price + volume· source

    +1

  • Multi-timeframe partial confluence (2-of-3, no opposing) (1d=LONG, 1w=LONG, 1m=NEUTRAL)

    Price + volume· source

    +1

  • Call-side volume/open-interest pressure (335 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

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

  • 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%
D7
+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 fileHow this works

Saved on Bitcoin block 951614.

Saved record code
1eff4b74c3ede1286971b149bb2c8875e432f18643699a0aa795c8f7afb049f9
Saved time
2026-05-29 20:20 UTC
Ticker
MU
Direction
Long
Issued price
$971.00
Bitcoin block
951614
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