-27.5
net board stance
what this means
608.45
+2.2% · close 2026-11-06
-22% / -26% /
1m / 3m / 12m
4%
of 52w range · -34.6% off high
—
hit rate as primary
Where All-In Alpha stands — 1 live idea
| idea | call | play | conviction | contributes | moved yet? | scored in |
|---|---|---|---|---|---|---|
| 🏛️ US data-center freeze pushes the next AI buildout offshore; the US becomes a net token importer | ▼ SHORT | adjacent ×0.5 | 55.0 | -27.5 | — | 731d |
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
What resolves next
scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone or not
The tape — what was actually said
every capture on any idea holding EME, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▼ on
🏛️ US data-center freeze pushes the next AI buildout offshore; the US becomes a net token importer
E296 · 2026-11-07
▶ 1:29:29
J Cal, you're right that if the US doesn't build the data centers, they'll get built in other countries and we'll be paying to import the tokens.
Jason
support ×3
▼ on
🏛️ US data-center freeze pushes the next AI buildout offshore; the US becomes a net token importer
E296 · 2026-11-07
▶ 1:12:48
So offshore data centers will be the trend of the next two years. That's what you're going to see and desktop usage of local models. I'll just make that prediction here.