Smart-money signal on ADI this 14d.
Start with the four driver buckets, then open each section for the source-level detail behind the call.
Rep. Hon. Josh Gottheimer bought ADI ($1,001-$15,000)
House STOCK Act + Senate eFD· source
Renaissance Technologies LLC holds $94.8M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Fidelity Magellan Fund holds $441.9M (NPORT-P 2026-03-31)
SEC EDGAR NPORT-P· source
Citadel Advisors LLC holds $221.5M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Janus Investment Fund (legacy active) holds $137.4M (NPORT-P 2026-03-31)
SEC EDGAR NPORT-P· source
Two Sigma Investments LP holds $14.9M (13F 2026-03-31)
SEC EDGAR Form 13F· source
short-volume tape softening: latest 34.4% fell 8.0pp vs 20d avg 42.4%
FINRA short interest· source
Short interest fell -12.8% as of 2026-05-15 (twice-monthly FINRA)
FINRA short interest· source
Pending dilution: 1 S-3/S-8 shelf in trailing 90d
SEC EDGAR dilution filings
Revenue growth 37.2% YoY (period end 2026-05-02)
Earnings releases (8-K)· source
Operating margin expanded 1240bps YoY
10-Q + 10-K· source
Net debt reduced 17.5% YoY
10-Q + 10-K· source
Share count declined 1.6% YoY
10-Q + 10-K· source
Profitable (26.0% net margin)
10-Q + 10-K· source
Forward P/E 34.6 (reasonable)
Sector comps + FMP· source
Consensus EPS estimate revised up 11.0% over 30d (fiscal quarter, 2026-07-31)
Earnings calendar· source
Analyst EPS revisions net positive over 30d (24 net revisions)
Earnings calendar· 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.
house-clerk-ptr-pdf
CONGRESSIONAL TRADE · 2026-06-03· source
Congress
AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.
Next check: 30D in 3D
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 952478.