AlphaYou
GOOG
LongInsider ClusterSmart-money signal on GOOG this 14d.
Why this call?
27 source inputs support this call.
Start with the four driver buckets, then open each section for the source-level detail behind the call.
Smart MoneyMultiple inputs8 inputs
DriverH&H International Investment, LLC increased position ($1.1B) (+100%)
FundamentalsMultiple inputs7 inputs
DriverRevenue growth 21.8% YoY (period end 2026-03-31)
TechnicalsNo active inputs0 inputs
DriverWaiting for source confirmation
MacroMultiple inputs12 inputs
DriverVIX 16.6 (mild) as of 2026-07-01
Smart Money8 inputs
- HI
H&H International Investment, LLC increased position ($1.1B) (+100%)
SEC EDGAR Form 13F· source
RENAISSANCE TECHNOLOGIES LLC increased position ($57.7M) (+97%)
SEC EDGAR Form 13F· source
- TF
TCI Fund Management Ltd holds $2.5B (13F 2026-03-31)
SEC EDGAR Form 13F· source
Berkshire Hathaway Inc holds $1.0B (13F 2026-03-31)
SEC EDGAR Form 13F· source
- HC
Himalaya Capital Management LLC holds $703.2M (13F 2026-03-31)
SEC EDGAR Form 13F· source
ARK Investment Management LLC holds $206.7M (13F 2026-03-31)
SEC EDGAR Form 13F· source
ARK ETF Trust holds $97.6M (NPORT-P 2026-04-30)
SEC EDGAR NPORT-P· source
- SM
Pending dilution: 1 S-3/S-8 shelf in trailing 90d
SEC EDGAR dilution filings
Fundamentals7 inputs
Revenue growth 21.8% YoY (period end 2026-03-31)
Earnings releases (8-K)· source
Operating margin expanded 220bps YoY
10-Q + 10-K· source
Share count declined 0.4% YoY
10-Q + 10-K· source
Strong ROE (38.9%)
10-Q + 10-K· source
Profitable (37.9% net margin)
10-Q + 10-K· source
Forward P/E 25.4 (reasonable)
Sector comps + FMP· source
Analyst target $426.62 >5% above 52w high
Earnings releases (8-K)· source
Technicals0 inputs
- No active source input in this bucket.
Macro12 inputs
VIX 16.6 (mild) as of 2026-07-01
Macro composite· source
10y-2y spread 35bps (flattish) as of 2026-07-02
Macro composite· source
Industrial Production 102.6 (mild expansion) as of 2026-05-01
Macro composite· source
Initial claims 215,000 vs 26w mean (ratio 1.01, neutral)
Macro composite· source
CPI YoY 4.27% (hot vs Fed target)
Macro composite· source
HY OAS 2.74pp at 21th-pct trailing-90d (tight credit spread)
Macro composite· source
Non-farm payrolls 0.32% YoY (PAYEMS)
Macro composite· source
Retail sales 6.88% YoY (RSAFS)
Macro composite· source
U-Mich Consumer Sentiment 44.8 (weak) as of 2026-05-01
Macro composite· source
10y-3m spread 67bps (positive) as of 2026-07-02
Macro composite· source
8/11 sectors leading SPY by >=1pp over 20d (broad-based uptrend)
ETF flows + sector data· source
Equal-weight S&P 500 (RSP) +4.0pp vs SPY, Russell 2000 (IWM) +4.7pp vs SPY (broad participation)
ETF flows + sector data· 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
2
events
1
sources
1
calls
Source links2 / 2
SEC EDGAR 13F2/2 linked
Past source results7 / 15 / 30 days before this call
SEC EDGAR 13F+0.93%
D7
+0.93%
187 calls · 57% hit
D15
+1.13%
187 calls · 57% hit
D30
+1.53%
166 calls · 57% hit
Past person or fund results7 / 15 / 30 days before this call
No older results for this person or fund yet.
Call timingSaved record, target window, and result checks
- Target
- +10% to +12%
- Type
- Volatility-fitted
- Saved
- Jul 3, 2026
- Hold
- 30D
ExpandCollapse
Call timing
Saved record, target window, and result checks
- Target
- +10% to +12%
- Type
- Volatility-fitted
- Saved
- Jul 3, 2026
- Hold
- 30D
- Target
- +10% to +12%
- Type
- Volatility-fitted
- Saved
- Jul 3, 2026
- Entry
- $356.2
- Window
- 30D
Day 0of 30
AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.
Volatility-fitted target. This call used per-stock volatility inputs when it was saved. Entry $356.2, latest close $357.9, target $391.8-$398.9.
Next check: 7D in 7D
Audit trail
Active · step 3 of 6- Detected
- Verified
- Active
- Cooling
- Resolved
- Measured
Proof
Call saved on Bitcoin blockchain.
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 956482.
Saved record code
a0906aa93f67453ca1e7e096eed5829e29e80af5039cadd2d0a2e680db8af438
- Saved time
- 2026-07-03 08:11 UTC
- Ticker
- GOOG
- Direction
- Long
- Issued price
- $356.2
- Bitcoin block
- 956482