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GOOG

LongInsider Cluster

Smart-money signal on GOOG this 14d.

saved·69d677ab6e1d·2026-06-23 17:48 UTC
Stage
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Status
VettedPublic call
Target
+5% to +15%
Saved
Jun 23, 2026
Price
$348.78
Hold
30D

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.

Day 0 of 30
Result
Pending

grades at D7 / D15 / D30

vs SPY
Why this call?

31 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
Fundamentals11.8/35
Technicals5/15
Macro4/10
Smart Money5 / 40

  • ARK ETF Trust [ARK Innovation ETF] increased position ($95.7M) (+142%)

    SEC EDGAR NPORT-P· source

    +5

  • ARK ETF Trust [ARK Autonomous Technology & Robotics ETF] increased position ($97.6M) (+69%)

    SEC EDGAR NPORT-P· source

    +5

  • Berkshire Hathaway Inc holds $1.0B (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +5

  • ARK Investment Management LLC holds $206.7M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +5

  • Pershing Square Capital Management LP holds $89.4M (13F 2026-03-31)

    SEC EDGAR Form 13F· source

    +5

  • Renaissance Technologies LLC holds $32.0M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +5

  • Janus Investment Fund (legacy active) holds $1.7B (NPORT-P 2026-03-31)

    SEC EDGAR NPORT-P· source

    +4

  • Pending dilution: 1 S-3/S-8 shelf in trailing 90d

    SEC EDGAR dilution filings

    -1
Fundamentals11.8 / 35

  • Revenue growth 21.8% YoY (period end 2026-03-31)

    Earnings releases (8-K)· source

    +2.6

  • Operating margin expanded 220bps YoY

    10-Q + 10-K· source

    +3

  • Share count declined 0.4% YoY

    10-Q + 10-K· source

    +0.2

  • Strong ROE (38.9%)

    10-Q + 10-K· source

    +2

  • Profitable (37.9% net margin)

    10-Q + 10-K· source

    +2

  • Forward P/E 26.0 (reasonable)

    Sector comps + FMP· source

    +1

  • Analyst target $426.62 >5% above 52w high

    Earnings releases (8-K)· source

    +1
Technicals5 / 15

  • RSI(14) 40.0 (mild, room above)

    Price + volume· source

    +1

  • Bullish options put/call skew (0.38 ratio)

    OPRA options flow· source

    +2

  • Call-side volume/open-interest pressure (102 call contracts >=1x OI ratio)

    OPRA options flow· source

    +2
Macro4 / 10

  • VIX 16.8 (mild) as of 2026-06-19

    Macro composite· source

    +16.8

  • 10y-2y spread 27bps (flattish) as of 2026-06-22

    Macro composite· source

    +0.27

  • Industrial Production 102.6 (mild expansion) as of 2026-05-01

    Macro composite· source

    +102.6

  • Initial claims 226,000 vs 26w mean (ratio 1.07, neutral)

    Macro composite· source

    +1.07

  • CPI YoY 4.27% (hot vs Fed target)

    Macro composite· source

    +4.27

  • HY OAS 2.66pp at 4th-pct trailing-90d (tight credit spread)

    Macro composite· source

    +2.66

  • Non-farm payrolls 0.32% YoY (PAYEMS)

    Macro composite· source

    +0.32

  • Retail sales 6.88% YoY (RSAFS)

    Macro composite· source

    +6.88

  • U-Mich Consumer Sentiment 49.8 (weak) as of 2026-04-01

    Macro composite· source

    +49.8

  • 10y-3m spread 66bps (positive) as of 2026-06-22

    Macro composite· source

    +0.66

  • 5/11 sectors leading SPY by >=1pp over 20d (broad-based uptrend)

    ETF flows + sector data· source

    +1

  • Equal-weight S&P 500 (RSP) +2.2pp vs SPY, Russell 2000 (IWM) +5.3pp vs SPY (broad participation)

    ETF flows + sector data· source

    +1

  • 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 2026-06-16

    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
2
events
1
sources
1
calls
Source links2 / 2
SEC EDGAR NPORT-P2/2 linked
Latest source items

  • SEC EDGAR NPORT-P

    FILING NPORT P FUND FLOW · 2026-06-23· source

    raw linked

  • SEC EDGAR NPORT-P

    FILING NPORT P FUND FLOW · 2026-06-23· source

    raw linked
Past source results7 / 15 / 30 days before this call
SEC EDGAR NPORT-P+2.64%
D7
+2.64%
41 calls · 63% hit
D15
+3.10%
40 calls · 65% hit
D30
-2.29%
4 calls · 50% hit
Past person or fund results7 / 15 / 30 days before this call
ARK ETF Trust

NPORT-P

-2.36%
D7
-2.36%
3 calls · 33% hit
D15
+8.32%
3 calls · 67% hit
D30
+3.33%
3 calls · 67% hit
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 955038.

Saved record code
69d677ab6e1d7db167fb022ff1c461f6c7198c0d864d3fff08a8c8d8791d8a66
Saved time
2026-06-23 17:48 UTC
Ticker
GOOG
Direction
Long
Issued price
$348.78
Bitcoin block
955038
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© 2026 AlphaYou. All rights reserved.Not investment advice. Informational data only. Past performance does not predict future results.