Smart-money signal on MU 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 MU ($1,001-$15,000)
House STOCK Act + Senate eFD· source
Renaissance Technologies LLC holds $859.4M (13F 2025-12-31)
SEC EDGAR Form 13F· source
American Funds Insurance Series holds $1.2B (NPORT-P 2025-12-31)
SEC EDGAR NPORT-P· source
Citadel Advisors LLC holds $871.1M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Two Sigma Investments LP holds $773.8M (13F 2026-03-31)
SEC EDGAR Form 13F· source
Janus Investment Fund (legacy active) holds $189.1M (NPORT-P 2026-03-31)
SEC EDGAR NPORT-P· source
Revenue growth 196.3% YoY (period end 2026-02-26)
Earnings releases (8-K)· source
Operating margin expanded 4561bps YoY
10-Q + 10-K· source
Strong ROE (39.8%)
10-Q + 10-K· source
Profitable (41.5% net margin)
10-Q + 10-K· source
Forward P/E 10.8 (reasonable)
Sector comps + FMP· source
Consensus EPS estimate revised up 1.2% over 30d (fiscal quarter, 2026-05-31)
Earnings calendar· source
Analyst EPS revisions net positive over 30d (3 net revisions)
Earnings calendar· source
MACD histogram 16.720 (positive)
Price + volume· source
EMA stack bullish (9/21/50)
Price + volume· source
Multi-timeframe partial confluence (2-of-3, no opposing) (1d=LONG, 1w=LONG, 1m=NEUTRAL)
Price + volume· source
Bullish options put/call skew (0.78 ratio)
OPRA options flow· source
Call-side volume/open-interest pressure (457 call contracts >=1x OI ratio)
OPRA options flow· 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.