+0.0
net board stance
what this means
41.52
-1.2% · close 2026-09-08
-17% / -8% / -35%
1m / 3m / 12m
-45%
vs SPY since 2024-01-19
25%
of 52w range · -35.0% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 50 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. 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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Boeing is rotting because a duopoly has no accountability | ▼ SHORT | adjacent | PARTIAL | +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
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 ×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.
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.
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.
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.