+0.0
net board stance
what this means
49.42
-0.4% · close 2026-09-08
-5% / +7% / +5%
1m / 3m / 12m
+7%
vs SPY since 2024-09-27
79%
of 52w range · -5.6% 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 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
Track record on FAST
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 |
|---|---|---|---|---|---|---|
| 📈 Blue-collar trades boom and a rising premium on human service | ▲ LONG | adjacent | HIT | +36.8% | +19.6 | 2025-09-27 |
The tape — what was actually said
every capture on any idea holding FAST, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×1
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E238 · 2025-08-09
▶ 1:06:00
And they're going for trade degrees where plumbers and electricians are making 100, 150k a year.
Sacks
support ×2
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E236 · 2025-07-19
▶ 53:00
It wasn't just big tech. Yes, Ruth Porat from Google was there. It's also small tech. There was hardware companies, there were robotics companies, but there were also these energy companies. There was nuclear, there was gas. The trade associations were there. It's construction, it's electricians, it's carpenters. And so, there was a huge diverse array of different parts of the economy that are going to experience growth from this AI boom that's taking place.
TI
Tim Dillon
support ×2
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E224 · 2025-04-19
▶ 19:47
you should destigmatize being an electrician, a plumber, a contractor, all these things that when I was told, when I was growing up, they point to a guy doing construction and go, you're going to do that if you don't do your homework. And then the people that did their homework are all bankrupt. And that construction guy is killing it.
Jason
support ×2
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E222 · 2025-04-05
▶ 1:38:15
Then think about generation tool belt. You've got all these plumbing jobs, electrician jobs, construction jobs that pay massively hourly wages that are available for people today. We have too many job openings today.
Chamath
support ×2
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E214 · 2025-02-07
▶ 1:20:15
And I think what you see is that when economies get more and more evolved, you see the growth of services, businesses that are these things that can only happen when you have excess. The person that you pay for closet organizing would not have had a job in the turn of the agrarian revolution or the industrial revolution.
Sacks
support ×2
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E197 · 2024-09-27
▶ 1:12:45
Some of the work will be more in the blue-collar space, and I agree with Chamath that this is a good thing.
Friedberg
support ×3
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E197 · 2024-09-27
▶ 1:16:41
There's going to be an incredible blossoming, I think, in human service jobs, and they don't need to have a degree in polysci to be performed.
Chamath
support ×3
▲ on
📈 Blue-collar trades boom and a rising premium on human service
E197 · 2024-09-27
▶ 1:10:33
If you can go and get a trade degree and live an economically productive life where you can get married and have kids and take care of your family and do all the things you want to do, that's going to put an enormous amount of pressure on higher ed.