+28.7
net board stance
what this means
1050.39
+1.4% · close 2026-09-08
+1% / -0% /
1m / 3m / 12m
+2%
vs SPY since 2026-09-04
67%
of 52w range · -5.4% off high
—
hit rate as primary
Where we stand — 1 live idea
| idea | call | play | conviction | contributes | flag | eval in |
|---|---|---|---|---|---|---|
| 🏛️ The anti-data-center backlash peaks and reverses post-midterms CONTESTED | ▲ LONG | adjacent ×0.5 | 57.5 | +28.7 | — | 359d |
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
What resolves next
kill dates for the live ideas holding this ticker — each one turns into a scored verdict on that date, whether we like it or not
The tape — what was actually said
every capture on any idea holding EQIX, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
oppose ×2
▲ on
🏛️ The anti-data-center backlash peaks and reverses post-midterms
E288 · 2026-09-04
▶ 52:03
I think you politically have to be. It's like polling at negative 80 And it's bipartisan.
Jason
support ×2
▲ on
🏛️ The anti-data-center backlash peaks and reverses post-midterms
E288 · 2026-09-04
▶ 50:44
I'm of the belief they're going to switch their position back to being pro data centers because they just are following the wave here
Sacks
support ×2
▲ on
🏛️ The anti-data-center backlash peaks and reverses post-midterms
E288 · 2026-09-04
▶ 52:15
There are great deals for local communities to be had ... We've seen that in Loudoun County, Virginia, the average taxpayers' property taxes went down by $6,000 because they're getting all this data center revenue.
Chamath
support ×3
▲ on
🏛️ The anti-data-center backlash peaks and reverses post-midterms
E288 · 2026-09-04
▶ 56:53
there's going to be a cascading set of decisions and reactions, and people will anchor into points of view on this topic and related topics around AI, which will look incredibly, incredibly dumb in six to nine months and a year from now ... That's my prediction.