+0.0
net board stance
what this means
81.7
-1.5% · close 2026-11-06
+8% / -14% / -62%
1m / 3m / 12m
-93%
vs SPY since 2025-08-01
5%
of 52w range · -65.2% 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 E248 · silent for 48 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 FLUT
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 |
|---|---|---|---|---|---|---|
| 📈 Gamified betting apps take a rising share of the consumer wallet | ▲ LONG | adjacent | WRONG | -17.4% | -25.0 | 2025-04-19 |
| 📈 Legacy sportsbooks are toast | ▼ SHORT | adjacent | RIGHT | +36.6% | +23.2 | 2026-10-24 |
The tape — what was actually said
every capture on any idea holding FLUT, newest first · quotes verbatim, timestamps deep-link into the episode
a billion or two billion at nine billion. Then the next weekend, they announced sports betting. And now they're raising money 30 days later, ... you can see by the way, the way that DraftKings and FanDuel stock have reacted to this. Those companies are toast. Toast.
Chamath
support ×1
▲ on
📈 Gamified betting apps take a rising share of the consumer wallet
E193 · 2024-08-23
▶ 41:28
I mean, I think these are really good businesses, but they are some combination of entertainment and gambling.
Jason
support ×2
▲ on
📈 Gamified betting apps take a rising share of the consumer wallet
E175 · 2024-04-19
▶ 1:19:52
The states are getting massive amounts of revenue, $11 billion generated last year, up 44.5%... The sportsbooks, obviously killing it. DraftKings got a $20 billion... It's making the games more engaging. And the media is loving this.
Chamath
support ×3
▲ on
📈 Gamified betting apps take a rising share of the consumer wallet
E175 · 2024-04-19
▶ 1:17:42
everything is being gamified ... So these forms of gambling and addiction are just going to skyrocket, I think, because you have these apps that are really incredibly well-engineered to get you super hooked.