EXAS

EXAS

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⚠ No price data — delisted or never fetched, so any idea whose PRIMARY play is this ticker can never be scored (it closes unresolvable, earning nobody credit).
+0.0
net board stance what this means
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 47 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

Chamath
Chamath w=0.84 equities
1 idea (0 live) · last heard E47
+2
pushes up

Track record on EXAS

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.

ideacallplayverdictRαclosed
📈 Liquid biopsy is the one blood-diagnostic thesis that actually works ▲ LONG adjacent MISS -54.4% -44.5 2022-09-18

The tape — what was actually said

every capture on any idea holding EXAS, newest first · quotes verbatim, timestamps deep-link into the episode

Chamath Chamath support ×2 ▲ on 📈 Liquid biopsy is the one blood-diagnostic thesis that actually works E47 · 2021-09-18 ▶ 1:13:15
The only version of this problem that has been solved well is the ability to detect cell-free cancer DNA in blood, using a very small quantum of blood. Companies like Garden and Grail have actually done and built a great business out of it. But it requires extremely sophisticated machinery sold to them by Illumina and others.