+0.0
net board stance
what this means
49.37
-0.1% · close 2026-09-08
-2% / +5% / +54%
1m / 3m / 12m
-30%
vs SPY since 2023-02-17
83%
of 52w range · -7.0% 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 44 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
Track record on CSX
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ East Palestine forces rail safety re-regulation and operator liability | ▼ SHORT | adjacent | MISS | -13.3% | -37.8 | 2024-02-17 |
The tape — what was actually said
every capture on any idea holding CSX, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
oppose ×3
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 19:35
And there are these occasional bad things that happen. Maybe you can add more kind of safety features, but at some point, you can only do so much.
Chamath
support ×2
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 20:46
What was the structures of government or corporations that failed, and how do you either rewrite the law or punish these guys monetarily so that this kind of stuff doesn't happen again?
Sacks
support ×3
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 17:25
Apparently, Congress back in 2017 passed deregulation of safety standards around these train companies so that they didn't have to spend the money to upgrade the brakes that supposedly failed, that caused it.