AltIndex

Apple has never competed on price. Apple has never chased social media trends. Apple has never opened their TikTok comments. They just did all three at once. Here's what the data shows, and what it means for investors.

We believe job postings are an underused dataset in investing. Just look at Oracle. Weeks before its layoff announcement, the company sharply cut job postings, with open roles dropping 80% in just a few days. A similar pattern showed up at Block, which also reduced job openings before its layoff announcement, a move that helped send the stock up more than 10%. This is exactly why job postings matter. Tracking this dataset can help investors spot important shifts early and uncover opportunities before the broader market catches on. Read more, or contact us to know more about the data that we monitor. https://lnkd.in/gFTDh2mF

With SpaceX eyeing an IPO and the US administration turning its attention back to the moon, space investing is back in focus. We took a closer look at two public space companies with very different investment profiles: one built for growth, one built for cash flow. We evaluated their financial health, competitive moats, and backed it up with an alternative data drilldown into job postings, headcount growth, and social interest. https://lnkd.in/gjwq4uQc

The AltIndex Fear & Greed Index is sitting at 45 - Fear territory - and the signals behind that number tell a more nuanced story than the headlines. Most sentiment indexes stop at market data: VIX, put/call ratios, junk bond spreads. Ours pulls from 11 signals, including alternative data that moves before price: → LinkedIn job postings across monitored companies → Business outlook scores from employees → Webpage traffic as a consumer demand proxy → Reddit mention velocity and sentiment across investor communities These signals are all leading indicators - and right now, they're aligned. We've written up the full picture: what's driving the current reading, and what history says about buying into fear. https://lnkd.in/gJybjNMY

Retail sentiment is moving markets. Are you tracking it? We monitor stock mentions across Reddit, X, Stocktwits, 4chan, and more - giving you an edge on where retail flow is heading before it hits price. Today, we're highlighting the fastest-growing stocks on Stocktwits. The signal is worth a look. https://lnkd.in/gMSMHkya

Insider buying is one of the few signals in markets that cannot be manufactured. When seven insiders at a company collectively spend $5 million of their own money buying stock in the open market, two days after the worst earnings report in the company's history, that is worth paying attention to. That is exactly what is happening at Grocery Outlet (NASDAQ: GO). In early March, the stock fell 28% in a single session after the company reported 36 store closures, $110 million in non-cash impairment charges, and forward guidance well below consensus. So it surprised us when our data showed us that insiders started to buy. The CEO purchased $1.69 million worth of shares at $5.90. A single director made five separate open-market purchases totaling over $1.9 million across ten days. In total, six buyers, over $5 million, at prices the stock has not traded at since its early post-IPO years. Read the full story: https://lnkd.in/gRS-rY4c

Recently heard "AI won't replace you, a person using AI will." Cool. But I don't think people have actually sat with what that means yet. Building is nearly free now. Spin up a landing page in minutes. Generate a "decent" prototype over a weekend. So the bottleneck moved. The only things that matter now are the things AI is worst at. Getting someone's attention. Making your product click in the first 30 seconds. Giving people a reason to come back tomorrow. If nobody is organically talking about what you built, no amount of ad spend fixes that. If users aren't hitting an "aha moment" fast, no new feature saves you. If power users outgrow you in a month, your foundation was wrong. Deep down we all get it, but here's what I think people skip past. When building was slow, you could hide behind shipping speed. "We'll fix onboarding later, we need to ship the feature." That excuse is gone now. If your product still isn't growing, the answer is sitting in one of those three areas. Not your codebase. Not your velocity. The stuff you keep pushing to next quarter. We're building AltIndex around this exact idea. 25+ alternative data sources mapped to thousands of stocks. The data is powerful, but we're still closing the gap between "powerful" and "useful in your first 30 seconds." That's the work. The hard parts builders kept putting off now matter more than everything else combined.

🆕 Big news for Invested Inc: We’ve partnered with Collectibles.com to launch HobbyCrunch™️, a new newsletter focused on one of the fastest-growing alternative asset classes: collectibles. Collectibles.com brings: • 1.5M+ registered users • 30M+ tracked assets • Deep proprietary market data Invested Inc brings: • A top-tier editorial team and playbook • A growth & distribution engine reaching 1M+ investors • A mission to make investing info more accessible & entertaining Together, we’re building the go-to newsletter for the collectibles market. Appreciate the partnership with Dietrich von Behren 🧑🏻💻, Alexander Ivanov and the rest of the amazing Collectibles.com team. Excited for what we’re building here. This is just the beginning. 👉 Read more (link in comments) Let’s build Blake Steen Michael Murphy Quincy Miller Charles Gorra 📈

Today we're exploring the top public companies and how much traffic they are getting from the top AI tools - ChatGPT, Claude, Gemini, and others. Alternative data is flashing some unexpected signals. We mapped estimated LLM referral traffic across publicly traded companies in February 2026. The winners aren't who you'd expect: 🔹 Reddit — 6.5M AI-referred visits. The original human-generated data moat, now trading 49% off its highs despite record earnings. 🔹 Coursera — highest AI traffic share in our dataset. Every time someone asks an AI how to reskill, they get sent here. The market hasn't priced this in. 🔹 Booking.com — AI fears created a 32% drawdown in a business that's actually using AI to expand margins. 🔹 Shutterstock — simultaneously an AI traffic beneficiary and an AI disruption target. The Getty merger arbitrage adds another layer. Full breakdown with traffic data, AI scores, and stock setups at the link. https://lnkd.in/ggX3jZxs