+0.0
net board stance
what this means
89.24
+3.9% · close 2026-11-06
-23% / -13% / +44%
1m / 3m / 12m
+40%
vs SPY since 2025-08-01
51%
of 52w range · -24.4% off high
—
hit rate as primary
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 E193 · silent for 102 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 EWT
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 | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🏛️ Taiwan's US protection expires as fabs onshore — TSMC carries the risk | ▼ SHORT | adjacent | WRONG | -359.4% | -435.9 | 2026-06-24 |
The tape — what was actually said
every capture on any idea holding EWT, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
oppose ×2
▼ on
🏛️ Taiwan's US protection expires as fabs onshore — TSMC carries the risk
E193 · 2024-08-23
▶ 1:24:57
the issue with the Chibs Act is that there's a lot of good reasons to believe that even if we incentivize this, we're still hopelessly behind. And the chip fabs that we're building are just, they're still years behind what they have in Taiwan, for example. So it's not clear it's going to work, is my point.
Brad Gerstner
support ×3
▼ on
🏛️ Taiwan's US protection expires as fabs onshore — TSMC carries the risk
E134 · 2023-06-24
▶ 50:14
Well, it's not about being independent. It's how much longer will Taiwan have what they believe to be de facto protection from the United States. And I was told by one very influential Taiwanese family that they believe when the fifth chip fab comes online in Arizona, which I think is scheduled for 25 or 26, they intended to have most of their family members out of Taiwan at that period in time. Now, I think most Taiwanese don't envision this being, you know, a violent invasion of Taiwan. It's more of a take under in the same way that Hong Kong was.
Chamath
support ×3
▼ on
🏛️ Taiwan's US protection expires as fabs onshore — TSMC carries the risk
E134 · 2023-06-24
▶ 47:04
And I think underneath that, if I had to guess what he's trying to say about Taiwan indirectly, through his sale of TSMC is the odds are that we are not going to get into a land war over there, which means that that asset and its equity value is in danger and I don't want to own it. And I think that that's a very clinical summation of his rational action.
Sacks
support ×2
▼ on
🏛️ Taiwan's US protection expires as fabs onshore — TSMC carries the risk
E134 · 2023-06-24
▶ 46:13
On Taiwan, there's an election next year. And it looks like right now that the pro-China party might actually take power. Right now, the party that's in power is more of a pro-Western party. And the reason, I think, is that the Taiwanese are looking at what's going on in Ukraine and they're looking at the corpses of the Ukrainian youth pile up. And they're thinking maybe it's not such a great idea to be an American proxy state.