+0.0
net board stance
what this means
1.08
+5.9% · close 2026-11-06
-23% / -26% / -47%
1m / 3m / 12m
-80%
vs SPY since 2025-08-01
5%
of 52w range · -62.1% off high
1/1
hit rate as primary · vs SPY +71
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 E89 · silent for 198 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 CDXS
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average vs SPY +70.7. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Zymergen's implosion impairs the whole synthetic-biology cohort | ▼ SHORT | primary | RIGHT | +65.4% | +70.7 | 2022-08-06 |
The tape — what was actually said
every capture on any idea holding CDXS, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×3
▼ on
📈 Zymergen's implosion impairs the whole synthetic-biology cohort
E89 · 2022-07-29
▶ 1:10:18
Zymergen being acquired for $300 million comes off of them having raised a total of $1.5 billion of capital from many investors, including SoftBank and then their IPO since they were founded in 2013
Friedberg
support ×3
▼ on
📈 Zymergen's implosion impairs the whole synthetic-biology cohort
E43 · 2021-08-06
▶ 32:12
So it's a bit disappointing to see, but it's really going to impact the industry broadly because now people are going to say a lot of synthetic biology companies are smoking mirrors and they're really not there yet. So a lot of folks in the industry are really concerned right now.