+0.0
net board stance
what this means
62.22
-0.5% · close 2026-11-06
+0% / +33% / +114%
1m / 3m / 12m
+81%
vs SPY since 2025-08-01
79%
of 52w range · -12.8% 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 E233 · silent for 63 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 BNO
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 |
|---|---|---|---|---|---|---|
| ⚡ An Iran engagement escalates, doubles oil and derails the agenda | ▲ LONG | adjacent | RIGHT | +56.4% | +30.7 | 2026-06-13 |
The tape — what was actually said
every capture on any idea holding BNO, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
reversal ×3
▲ on
⚡ An Iran engagement escalates, doubles oil and derails the agenda
E233 · 2025-06-28
▶ 30:39
It double and triples down the ability to monetize oil and start to invest those returns in future projects that have a much better ROI. All of that leads to cheaper energy.
Friedberg
support ×2
▲ on
⚡ An Iran engagement escalates, doubles oil and derails the agenda
E233 · 2025-06-28
▶ 19:14
I don't think the Israelis are going to sit by quietly and allow this Iranian regime to continue to go out and build up a military that's constantly shouting death to Israel, death to the USA. And I think that they've taken their first shot and I don't think it's their last.
Sacks
oppose ×1
▲ on
⚡ An Iran engagement escalates, doubles oil and derails the agenda
E233 · 2025-06-28
▶ 11:37
President Trump accomplished that. We're not in a forever war. We're not in a war with Iran.
Chamath
support ×2
▲ on
⚡ An Iran engagement escalates, doubles oil and derails the agenda
E231 · 2025-06-13
▶ 1:34:37
I mean, you could see oil double, double. What happens to the economy of the world, of world GDP, of everything, of inflation. If you have oil at 100 bucks a barrel, 112 bucks a barrel, it's not good.
Tucker Carlson
support ×2
▲ on
⚡ An Iran engagement escalates, doubles oil and derails the agenda
E231 · 2025-06-13
▶ 1:30:20
Their conventional weapons are fearsome and could do great damage to our allies, to Israel and to American assets in that area and also to energy production in countries that we rely on. So I think the downsides are really kind of overwhelming. I think a protracted, meaning anything over a day or two engagement with Iran would derail the Trump agenda and the presidency.