+0.0
net board stance
what this means
23.39
-2.5% · close 2026-11-06
-26% / -29% / -36%
1m / 3m / 12m
-76%
vs SPY since 2025-08-01
0%
of 52w range · -60.2% off high
0/1
hit rate as primary · vs SPY -129
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 E140 · silent for 151 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 AMSC
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -128.7. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🤖 LK-99 is a diamagnet, not a room-temperature superconductor | ▼ SHORT | primary | WRONG | -107.8% | -128.7 | 2024-08-04 |
The tape — what was actually said
every capture on any idea holding AMSC, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▼ on
🤖 LK-99 is a diamagnet, not a room-temperature superconductor
E140 · 2023-08-04
▶ 24:46
Yeah, I mean, my attitude is kind of like, wake me up when you know it's real.
Friedberg
support ×1
▼ on
🤖 LK-99 is a diamagnet, not a room-temperature superconductor
E140 · 2023-08-04
▶ 19:13
Yeah, I think it's probably that's probably a good handicap for where we are.
Chamath
support ×2
▼ on
🤖 LK-99 is a diamagnet, not a room-temperature superconductor
E140 · 2023-08-04
▶ 15:50
And I think we're going to find that, you know, it's like yet another material added to the list of materials, and it's okay.