+0.0
net board stance
what this means
7.87
-1.1% · close 2026-11-06
-16% / -7% / -33%
1m / 3m / 12m
-52%
vs SPY since 2025-08-01
27%
of 52w range · -56.5% off high
0/1
hit rate as primary · vs SPY -63
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 E71 · silent for 215 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 ATRA
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -62.6. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target | ▲ LONG | primary | WRONG | -73.9% | -62.6 | 2023-01-15 |
The tape — what was actually said
every capture on any idea holding ATRA, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target
E71 · 2022-03-05
▶ 1:23:38
including what we talked about a few weeks ago, multiple sclerosis, given that we now have a strong belief that if you can get rid of the EBV, the Epstein-Barr virus, from your body, you can wipe that out. So CAR-T can in the long run be harnessed not just for cancer, but autoimmunity
Chamath
oppose ×2
▲ on
📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target
E63 · 2022-01-15
▶ 1:12:12
two-thirds of the adult population under the age of 55 have herpes simplex 4 So you're literally talking about inoculating the entire world. ... And when we start to think about that grand of a scale, there's a cost issue, there's a manufacturability issue, and then there's an ROI issue that unfortunately will be adjudicated.
Friedberg
support ×2
▲ on
📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target
E63 · 2022-01-15
▶ 1:10:36
But if Epstein-Barr virus is in fact causing this problem with MS, there's a reason to go after it, a lot of money to go after it. ... But this paper has such incredible data and such strong signal that it's really going to catalyze investment.