+0.0
net board stance
what this means
65.92
-1.5% · close 2026-11-06
+15% / +4% / +38%
1m / 3m / 12m
-2%
vs SPY since 2025-08-01
90%
of 52w range · -3.2% off high
0/1
hit rate as primary · vs SPY -26
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 E194 · silent for 101 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 BALL
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -26.5. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Microplastics evidence pushes beverages out of PET | ▲ LONG | primary | WRONG | -1.0% | -26.5 | 2025-01-19 |
The tape — what was actually said
every capture on any idea holding BALL, newest first · quotes verbatim, timestamps deep-link into the episode
But when I'm there, I'm consuming Italian produce that isn't packed in plastic. I go to a local fruit store, I go to the local fish vendor, and my body changes.
I think this stuff is unavoidable. I really do.
Like, just as a newsflash, a banana already has a wrapper. It's called the peel. And then people are wrapping plastics on this stuff. Like, I think consumers need to demand that, like, we have low packaging.
But I think that this is going to trigger and is the beginning of a wave. I'm noticing that a lot of folks are going to start to pay attention in the food industry and start to figure out ways to represent low plastic, low phthalate food products as a way to kind of sell a more premium solution. I think that's been the trend historically with the food industry, Chamath, is to respond to your ask right now and to then show up with solutions.
This is what I was going to say. I think our food supply, I think we should just say it out loud, is totally corrupted. And I think there's all of these other factors we look at, the rise in the use of SSRIs, the lack of sexual function in young men, the lack of sex, the low birth rate. I think these are all related and part of it is the food supply and part of the food supply problem is the fact that it is corrupted by these materials that should never be in our body.
Okay, well, if Chamath is endorsing this, I guess I'm gonna take it seriously.
It's been a disaster in the poker game in some ways. We got rid of it, and there's been way more broken glass. People knock over the, you know, the side tables. I get it. It's been a huge pain, but I will not go back.
Honestly, all you have to do is have glass bottles or carry a water bottle with you.
the carbon footprint, the environmental cost, the cash cost is much higher with all these alternatives to plastic. So there are big challenges with respect to having some big, massive response to plastics used in our supply.
There's no reason that we need to have plastic as a standard. It should be banned.
There isn't conclusive evidence or science that shows these plastic microparticles or nanoparticles are causing these health effects.
And I think that it does alter the phenotype of the human body over time. And I think you would have to be insane to bet against that.