+0.0
net board stance
what this means
4.44
+14.7% · close 2026-11-06
-5% / -21% / -50%
1m / 3m / 12m
-74%
vs SPY since 2025-08-01
12%
of 52w range · -50.7% off high
—
hit rate as primary
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E100 · silent for 187 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on ACHR
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🤖 Deep physical science and R&D is the one long-duration bet still worth buying | ▲ LONG | adjacent | WRONG | -40.0% | -30.0 | 2022-12-04 |
The tape — what was actually said
every capture on any idea holding ACHR, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×1
▲ on
🤖 Deep physical science and R&D is the one long-duration bet still worth buying
E100 · 2022-10-14
▶ 53:07
I do think the intersection of life sciences with software creates this era of opportunity.
Chamath
support ×1
▲ on
🤖 Deep physical science and R&D is the one long-duration bet still worth buying
E100 · 2022-10-14
▶ 50:24
I would build something in energy transition or in life sciences.
Chamath
support ×3
▲ on
🤖 Deep physical science and R&D is the one long-duration bet still worth buying
E57 · 2021-12-04
▶ 40:44
There is one kind of version of that company, though, that you can buy, in my opinion, and what I am still buying, which is deep physical science and R&D, because those businesses in some ways are still on a risk-adjusted basis, in my opinion. ... the outcome in success is so asymmetric. Those are really interesting to me businesses in moments like this where, you know, if I'm, if I'm de-levering my portfolio, that's how I'm thinking about it, which is I want to make those kind of bets in the future.