+0.0
net board stance
what this means
332.72
+4.2% · close 2026-11-06
-36% / -38% / +43%
1m / 3m / 12m
+66%
vs SPY since 2025-08-01
23%
of 52w range · -53.9% 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 E118 · silent for 171 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 AMAT
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 |
|---|---|---|---|---|---|---|
| 📈 Infrastructure-spend compounders are the best asset of 2023 | ▲ LONG | adjacent | WRONG | -0.4% | -22.8 | 2024-01-06 |
The tape — what was actually said
every capture on any idea holding AMAT, newest first · quotes verbatim, timestamps deep-link into the episode
Brad Gerstner
support ×2
▲ on
📈 Infrastructure-spend compounders are the best asset of 2023
E118 · 2023-03-03
▶ 1:30:03
I would argue that it's not just the Chips Act. It's also IRA, which is another trillion dollars of funding for basically onshore and supply chains.
Friedberg
support ×2
▲ on
📈 Infrastructure-spend compounders are the best asset of 2023
E110 · 2023-01-06
▶ 1:05:00
I'll say what's an important trend I've seen across these companies, Danaher, Honeywell, Thermo Fisher, they buy small companies, they pay very little, and they immediately get massive return on invested capital, like they're in the high teens. So why get 5% on T-bills when you can get high teens, ROIC, on the management teams running these incredible platforms? So that's where I'm most excited for this year.