AlphaYou
ADSK
LongInsider BuyInsider bought $378K of ADSK this 14d.
Stage
Active · step 3 of 6- Detected
- Verified
- Active
- Cooling
- Resolved
- Scored
Status
VettedPublic call- Target
- +5% to +15%
- Saved
- Jun 23, 2026
- Price
- $188.78
- 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
Why this call?
28 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 Money7.8/40
Fundamentals12/35
Technicals2/15
Macro4/10
Smart Money7.8 / 40
- +756800
Director CAHILL JOHN T bought $378K
SEC EDGAR Form 4· source
- +5
Renaissance Technologies LLC holds $12.2M (13F 2025-12-31)
SEC EDGAR Form 13F· source
- +5
ARK Investment Management LLC holds $3.0M (13F 2026-03-31)
SEC EDGAR Form 13F· source
- +5
ARK ETF Trust holds $2.9M (NPORT-P 2026-04-30)
SEC EDGAR NPORT-P· source
- +4
Citadel Advisors LLC holds $211.8M (13F 2025-12-31)
SEC EDGAR Form 13F· source
- +4
Two Sigma Investments LP holds $13.2M (13F 2026-03-31)
SEC EDGAR Form 13F· source
- +1
short-volume tape softening: latest 47.5% fell 9.4pp vs 18d avg 57.0%
FINRA short interest· source
Fundamentals12 / 35
- +2.2
Revenue growth 18.4% YoY (period end 2026-04-30)
Earnings releases (8-K)· source
- +3
Operating margin expanded 1370bps YoY
10-Q + 10-K· source
- +0.7
Share count declined 1.9% YoY
10-Q + 10-K· source
- +2
Strong ROE (50.4%)
10-Q + 10-K· source
- +2
Profitable (19.5% net margin)
10-Q + 10-K· source
- +2
Forward P/E 15.4 (reasonable)
Sector comps + FMP· source
Macro4 / 10
- +17.3
VIX 17.3 (mild) as of 2026-06-22
Macro composite· source
- +0.27
10y-2y spread 27bps (flattish) as of 2026-06-22
Macro composite· source
- +102.6
Industrial Production 102.6 (mild expansion) as of 2026-05-01
Macro composite· source
- +1.07
Initial claims 226,000 vs 26w mean (ratio 1.07, neutral)
Macro composite· source
- +4.27
CPI YoY 4.27% (hot vs Fed target)
Macro composite· source
- +2.65
HY OAS 2.65pp at 2th-pct trailing-90d (tight credit spread)
Macro composite· source
- +0.32
Non-farm payrolls 0.32% YoY (PAYEMS)
Macro composite· source
- +6.88
Retail sales 6.88% YoY (RSAFS)
Macro composite· source
- +49.8
U-Mich Consumer Sentiment 49.8 (weak) as of 2026-04-01
Macro composite· source
- +0.66
10y-3m spread 66bps (positive) as of 2026-06-22
Macro composite· source
- +1
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
Result checks
- 7D
- 15D
- 30D
- 60D
- 90D
- 120D
- 180D
- 1Y
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 Form 41/1 linked
Latest source items
- raw linked
SEC EDGAR Form 4
INSIDER BUY · 2026-06-23· source
Past source results7 / 15 / 30 days before this call
SEC EDGAR Form 4+1.90%
D7
+1.90%
230 calls · 61% hit
D15
+2.93%
190 calls · 67% hit
D30
+5.77%
93 calls · 73% 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.
Saved on Bitcoin block 955072.
Saved record code
4c3878a25392aa7e34df38c621a107f40eaa08322a29e5a0e18405a963ede27f
- Saved time
- 2026-06-23 21:18 UTC
- Ticker
- ADSK
- Direction
- Long
- Issued price
- $188.78
- Bitcoin block
- 955072