+0.0
net board stance
what this means
25.12
+3.9% · close 2026-11-06
+2% / +31% / +18%
1m / 3m / 12m
-6%
vs SPY since 2025-08-01
71%
of 52w range · -10.3% off high
1/1
hit rate as primary · vs SPY +38
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 E24 · silent for 260 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 GME
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average vs SPY +37.5. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 GameStop mania ends very badly for late buyers | ▼ SHORT | primary | RIGHT | +56.5% | +37.5 | 2022-01-30 |
The tape — what was actually said
every capture on any idea holding GME, newest first · quotes verbatim, timestamps deep-link into the episode
Because I think that's all the money going into NFTs and making bets on GameStop and doing all this shenanigans with Bitcoin.
Now, it was going to collapse at some point. There's no question that the air was going to go out of the balloon.
Vlad Tenev
support ×1
▼ on
📈 GameStop mania ends very badly for late buyers
E22 · 2021-02-13
▶ 35:10
I'd probably want to understand how someone could lose money when they couldn't buy a stock at the all-time high ... But Thursday was the all-time high.
Now, anyone who's piling into it, I'd be real careful because I think the hedge funds have regrouped, you know, and the idea that you're going to beat them at their own game, you know, when, look, I mean, Citadel is executing your trades. ... They're on the other side of this trade. ... And so, you know, I just think the house always wins. ... do I personally think GameStop is overvalued? Yes, of course. I think it's going to end very badly.
Don't you think all this attention then drives more people to buy GameStop... and that they're still going to get crushed because they're still going to have to cover?... Are they going to be the last people holding the bag?