+0.0
net board stance
what this means
5.54
+3.0% · close 2026-09-08
+1% / -2% / -56%
1m / 3m / 12m
-23%
vs SPY since 2025-03-15
15%
of 52w range · -60.8% 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 45 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 FMCC
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 |
|---|---|---|---|---|---|---|
| 🏛️ Fannie Mae and Freddie Mac get taken out of conservatorship | ▲ LONG | adjacent | MISS | +4.8% | -13.3 | 2026-03-15 |
The tape — what was actually said
every capture on any idea holding FMCC, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🏛️ Fannie Mae and Freddie Mac get taken out of conservatorship
E219 · 2025-03-15
▶ 36:54
We are going to figure out how to get these two government-related agencies, Fannie Mae and Freddie Mac, out of what's called conservatorship.