+0.0
net board stance
what this means
38.94
+0.6% · close 2026-11-06
-2% / -22% / -5%
1m / 3m / 12m
-44%
vs SPY since 2025-08-01
20%
of 52w range · -35.3% 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 E192 · silent for 103 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 ALK
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 |
|---|---|---|---|---|---|---|
| 📈 Boeing is rotting because a duopoly has no accountability | ▼ SHORT | adjacent | HALF | +20.4% | -5.0 | 2025-01-19 |
The tape — what was actually said
every capture on any idea holding ALK, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
📈 Boeing is rotting because a duopoly has no accountability
E192 · 2024-08-16
▶ 1:26:35
In a company where safety has to be the number one priority, to have an individual that's characterized by the incoming CEO as solely focused on their compensation plan explains why there's all these fissures in this company.
Friedberg
support ×2
▼ on
📈 Boeing is rotting because a duopoly has no accountability
E192 · 2024-08-16
▶ 1:23:43
It would be massively embarrassing for Boeing if these two astronauts had to be rescued by SpaceX.
Chamath
support ×2
▼ on
📈 Boeing is rotting because a duopoly has no accountability
E164 · 2024-02-02
▶ 1:21:52
Our most sophisticated industries are not showing their best in this movement. ... This is like CS 101 type stuff, guys. Door plugs. Put the plugs in the door.
Chamath
support ×3
▼ on
📈 Boeing is rotting because a duopoly has no accountability
E162 · 2024-01-19
▶ 32:48
This is a company that's rotting because there is no accountability. And the reason there's no accountability is there's no real functional competition.
Jason
support ×2
▼ on
📈 Boeing is rotting because a duopoly has no accountability
E162 · 2024-01-19
▶ 31:18
I just told, you know, my person who books the flights, hey, do not put me on a 737 MAX, period, full stop.