Smart-money signal on BBIO this 14d.
Start with the four driver buckets, then open each section for the source-level detail behind the call.
Rep. Hon. Gilbert Cisneros bought BBIO ($1,001-$15,000)
House STOCK Act + Senate eFD· source
Renaissance Technologies LLC holds $16.7M (13F 2025-09-30)
SEC EDGAR Form 13F· source
Two Sigma Investments LP holds $231.7M (13F 2026-03-31)
SEC EDGAR Form 13F· source
Janus Investment Fund (legacy active) holds $141.8M (NPORT-P 2026-03-31)
SEC EDGAR NPORT-P· source
Citadel Advisors LLC holds $53.4M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Janus Detroit Street Trust (active ETFs) holds $10.9M (NPORT-P 2026-01-31)
SEC EDGAR NPORT-P· source
Pending dilution: 1 S-3/S-8 shelf in trailing 90d
SEC EDGAR dilution filings
Revenue growth 66.8% YoY (period end 2026-03-31)
Earnings releases (8-K)· source
Operating margin expanded 3502bps YoY
10-Q + 10-K· source
Analyst target $102.71 >5% above 52w high
Earnings releases (8-K)· source
Negative ROE (-1790.0%) - capital destruction
10-K + bond filings· source
Unprofitable (-124.4% net margin)
10-Q + 10-K· source
Consensus EPS estimate revised up 6.9% over 30d (fiscal quarter, 2026-06-30)
Earnings calendar· source
6/11 sectors leading SPY by >=1pp over 20d (broad-based uptrend)
ETF flows + sector data· source
Equal-weight S&P 500 (RSP) +3.1pp vs SPY, Russell 2000 (IWM) +1.6pp vs SPY (broad participation)
ETF flows + sector data· source
Speculator (leveraged-money) net short on E-MINI S&P 500 at 1.9th percentile vs trailing 52w (extreme bearish positioning, mean-reversion bullish) as of 2026-06-02
Macro composite· 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 · 2026-06-08· source
Congress
AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.
Next check: 30D in 9D
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 953256.