+0.0
net board stance
what this means
27.8
+10.4% · close 2026-11-06
-9% / -9% / +80%
1m / 3m / 12m
-9%
vs SPY since 2025-08-01
75%
of 52w range · -15.2% 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 E163 · silent for 132 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 GEO
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 |
|---|---|---|---|---|---|---|
| 🏛️ Record border encounters force a bipartisan enforcement buildout | ▲ LONG | adjacent | WRONG | +3.5% | -29.6 | 2024-10-07 |
The tape — what was actually said
every capture on any idea holding GEO, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×2
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E163 · 2024-01-26
▶ 1:03:37
The majority of people want the border closed. That is across both parties.
Sacks
support ×2
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E163 · 2024-01-26
▶ 40:49
Well I think Governor Abbott here is probably going to lose in a court of law. But he's going to win in the court of public opinion. The public by a huge majority wants this border enforced.
Jason
support ×2
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E148 · 2023-10-07
▶ 33:07
so they're going to do the right thing, obviously, and build the wall, but they don't want to say it. So it's just ridiculous.
Sacks
support ×3
▲ on
🏛️ Record border encounters force a bipartisan enforcement buildout
E148 · 2023-10-07
▶ 29:45
So I think we're on track for another huge record in 2023 And the point is that the pace is accelerating.