+0.0
net board stance
what this means
201.14
+2.7% · close 2026-11-06
+12% / -20% / -26%
1m / 3m / 12m
-10%
vs SPY since 2025-08-01
22%
of 52w range · -36.8% 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 E71 · silent for 215 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 FSLR
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 |
|---|---|---|---|---|---|---|
| ⚡ Solar wins alternative energy — nuclear and wind lose | ▲ LONG | adjacent | WRONG | -14.8% | -4.1 | 2022-06-13 |
The tape — what was actually said
every capture on any idea holding FSLR, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▲ on
⚡ Solar wins alternative energy — nuclear and wind lose
E71 · 2022-03-05
▶ 1:05:49
in times of uncertainty, you actually want to be deploying. So, you know, I announced what was it last week? I think it was a solar deal. The solar deal. You know, I put $228 million into this thing.
Jason
support ×3
▲ on
⚡ Solar wins alternative energy — nuclear and wind lose
E70 · 2022-02-24
▶ 50:57
$2.5 trillion to put solar on every home. The end. Like, we're $30 trillion in debt. 10% of our debt would make us energy independent forever. The plan gets better when you do math.
Friedberg
oppose ×2
▲ on
⚡ Solar wins alternative energy — nuclear and wind lose
E70 · 2022-02-24
▶ 47:28
Just to give you one counterpoint to your statement about energy independence arising potentially from solar, to generate a gigawatt of capacity and industrial scale solar farm would take about 7,500 acres. ... So the actual amortized cost over the lifetime of that solar installation works out to something on the order of 15 cents a kilowatt hour. Whereas if you do it on an industrial scale, it works out to about 3 cents a kilowatt hour.
Sacks
support ×1
▲ on
⚡ Solar wins alternative energy — nuclear and wind lose
E70 · 2022-02-24
▶ 32:46
Long term, I think solar is the answer, but I think that's a long term strategy.
Chamath
support ×3
▲ on
⚡ Solar wins alternative energy — nuclear and wind lose
E70 · 2022-02-24
▶ 17:52
The real solution is to actually go fully alternative and to go to renewable energy because you can today deploy solar vastly more aggressively in the United States. Look, at the end of the day, the thing that is completely abundant and has the best implications all around is solar. ... And I think our real solution is solar. It's practical. It can be done today and it can be done right now.
Sacks
support ×2
▲ on
⚡ Solar wins alternative energy — nuclear and wind lose
E35 · 2021-06-13
▶ 42:06
Look, I think the future of alternative energy is solar. ... It's an inexhaustible supply. The cost of solar panels keeps going down exponentially. The cost curve is going down exponentially.