+0.0
net board stance
what this means
12.48
-0.2% · close 2026-09-08
+2% / -2% / +13%
1m / 3m / 12m
-96%
vs SPY since 2024-04-05
56%
of 52w range · -22.9% off high
—
hit rate as primary
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 50 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
The tape — what was actually said
every capture on any idea holding CLF, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
🏛️ Nippon Steel / US Steel gets blocked whoever wins
E173 · 2024-04-05
▶ 45:15
If you look at the non-big tech M&A deals, they're going to get slowed down for different reasons. So, for example, like the big US deal merger with Nippon Steel that was announced, Biden has one set of issues. But I suspect, you know, if Donald Trump were to get elected, his issues will be more about further hollowing out middle America. And so that deal will probably get stopped for different reasons.