🤖 3D printing has enormous upside as space manufacturing
Printing rockets and engines (Relativity Space) divides launch-hardware cost by ten and makes additive manufacturing structurally important — a big upside leg for the 3D printing industry.
0
CONVICTION
peaked 27.1 EMBER
DORMANT
band
▲ LONG DDD
expression · bullish tech
MISS
outcome · R -60.9% · α -51.5%
2022-07-16
window closed
⚖ Why this verdict
fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set
- Window: 2021-07-16 → 2022-07-16 — first mention + 12-month horizon, then the window locks.
- The call: ▲ LONG DDD (primary play). DDD fell 60.9% over the window → direction-adjusted R = -60.9% (the call lost money).
- Benchmark: holding SPY over the same window returned -9.4% → α = -60.9 − (-9.4) = -51.5% — what this call made or lost against just owning the index. This is the number the verdict uses.
- Rule fired:
· HIT — R ≥ +10% AND α ≥ +5· PARTIAL — R ≥ +5% OR α ≥ 0▶ MISS — everything else
- Credit: supporters of a MISS earn 0 each, opposers the inverse — this feeds the scoreboard weights. supported: Chamath | proxy-sensitive: SSYS→PARTIAL (-5.0%)
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2021-07-16)
Plays
| expression | symbol | kind | relevance | rationale |
|---|---|---|---|---|
| ▲ LONG | DDD | stock | PRIMARY | listed pure-play additive manufacturing |
| ▲ LONG | SSYS | stock | adjacent | industrial 3D printing peer, same sector beta |
Mention log
Chamath
tech w=0.90 · n=83
· E40 (2021-07-16) · positioning · strength 2
▶ 57:56
SUPPORT
“the second most valuable private company in space is also a company that, you know, I invested in, led the Series A, called Relativity Space, and their idea, which I think will help everybody that wants to go to Mars and other places, is why don't we just 3D print the rockets? And why don't we 3D print the engines? ... So I think that additive manufacturing has an enormous upside here in space.”
Who built this conviction
each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement
⏳ decay drained -22.6 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E40 2021-07-16 | init | +27.1 | 27.1 | E40 born by Chamath (positioning x2) [w=0.90] |
| E41 2021-07-23 | decay | -1.1 | 26.0 | E41 silent |
| E42 2021-07-30 | decay | -1.0 | 25.0 | E42 silent |
| E43 2021-08-06 | decay | -1.0 | 24.0 | E43 silent |
| E44 2021-08-28 | decay | -1.0 | 23.0 | E44 silent |
| E45 2021-09-04 | decay | -0.9 | 22.1 | E45 silent |
| E46 2021-09-14 | decay | -0.9 | 21.2 | E46 silent |
| E47 2021-09-18 | decay | -0.8 | 20.4 | E47 silent |
| E49 2021-10-02 | decay | -0.8 | 19.6 | E49 silent |
| E50 2021-10-09 | decay | -0.8 | 18.8 | E50 silent |
| E51 2021-10-16 | decay | -0.8 | 18.0 | E51 silent |
| E52 2021-10-23 | decay | -0.7 | 17.3 | E52 silent |
| E53 2021-10-30 | decay | -0.7 | 16.6 | E53 silent |
| E54 2021-11-06 | decay | -0.7 | 15.9 | E54 silent |
| E55 2021-11-13 | decay | -0.6 | 15.3 | E55 silent |
| E56 2021-11-20 | decay | -0.6 | 14.7 | E56 silent |
| E57 2021-12-04 | decay | -0.6 | 14.1 | E57 silent |
| E58 2021-12-11 | decay | -0.6 | 13.5 | E58 silent |
| E59 2021-12-17 | decay | -0.5 | 13.0 | E59 silent |
| E60 2021-12-23 | decay | -0.5 | 12.5 | E60 silent |
| E61 2021-12-29 | decay | -0.5 | 12.0 | E61 silent |
| E62 2022-01-08 | decay | -0.5 | 11.5 | E62 silent |
| E63 2022-01-15 | decay | -0.5 | 11.0 | E63 silent |
| E64 2022-01-22 | decay | -0.4 | 10.6 | E64 silent |
| E65 2022-01-29 | decay | -0.4 | 10.2 | E65 silent |
| E66 2022-02-05 | decay | -0.4 | 9.8 | E66 silent |
| E67 2022-02-12 | decay | -0.4 | 9.4 | E67 silent |
| E68 2022-02-19 | decay | -0.4 | 9.0 | E68 silent |
| E70 2022-02-24 | decay | -0.4 | 8.6 | E70 silent |
| E71 2022-03-05 | decay | -0.3 | 8.3 | E71 silent |
| E72 2022-03-19 | decay | -0.3 | 8.0 | E72 silent |
| E73 2022-03-26 | decay | -0.3 | 7.6 | E73 silent |
| E74 2022-04-01 | decay | -0.3 | 7.3 | E74 silent |
| E75 2022-04-09 | decay | -0.3 | 7.0 | E75 silent |
| E76 2022-04-16 | decay | -0.3 | 6.8 | E76 silent |
| E77 2022-04-23 | decay | -0.3 | 6.5 | E77 silent |
| E78 2022-04-30 | decay | -0.3 | 6.2 | E78 silent |
| E79 2022-05-07 | decay | -0.2 | 6.0 | E79 silent |
| E80 2022-05-13 | decay | -0.2 | 5.7 | E80 silent |
| E81 2022-05-23 | decay | -0.2 | 5.5 | E81 silent |
| E82 2022-05-24 | decay | -0.2 | 5.3 | E82 silent |
| E84 2022-06-24 | decay | -0.2 | 5.1 | E84 silent |
| E85 2022-06-30 | decay | -0.2 | 4.9 | E85 silent |
| E86 2022-07-08 | decay | -0.2 | 4.7 | E86 silent |
| E87 2022-07-14 | decay | -0.2 | 4.5 | E87 silent |