⚠ No price data
— delisted or never fetched, so any idea whose PRIMARY play is
this ticker can never be scored (it closes unresolvable, earning nobody credit).
+0.0
net board stance
what this means
—
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 E56 · silent for 229 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
The tape — what was actually said
every capture on any idea holding AMRS, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×1
▲ on
🤖 Biomanufacturing capacity is the bottleneck the US should own
E56 · 2021-11-20
▶ 1:05:32
What we need is the stuff that the free market cannot afford to fund and stand up, like next-gen nuclear power stations, like biomanufacturing, like large-scale on-demand 3D printing systems. These are the sorts of infrastructure programs that the United States and our workforce could benefit from government subsidies to help the private markets get stood up.
Friedberg
support ×2
▲ on
🤖 Biomanufacturing capacity is the bottleneck the US should own
E54 · 2021-11-06
▶ 1:18:35
27 million tanks made out of plastic. You could probably get that stuff produced, you know, a couple billion dollars. Find a piece of land that's 25 by 25 miles, that's near some water and put a nuclear power plant there. And you could suck up all the CO2 in the atmosphere. ... If we want to invest in infrastructure, this is the sort of thing that both solves climate change, creates jobs, and has extraordinary economic return potential built into it.
Friedberg
support ×3
▲ on
🤖 Biomanufacturing capacity is the bottleneck the US should own
E31 · 2021-05-01
▶ 57:34
I still think biomanufacturing represents this, this complete great domain where the United States could build and lead ... There's a hundred synthetic biology companies that are looking to produce fermentation based products from materials for clothing, to food, to animal protein, to new drugs, and they can't get the capacity to make this stuff. ... This is where the United States can lead because we can make every material, every drug, and every consumable that the entire world would use using biomanufacturing.