+0.0
net board stance
what this means
82.26
-0.1% · close 2026-09-08
-1% / +2% / +117%
1m / 3m / 12m
+216%
vs SPY since 2025-03-22
96%
of 52w range · -2.6% 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 60 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 GSAT
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 |
|---|---|---|---|---|---|---|
| 🤖 Pervasive satellite internet covers the whole earth within five years | ▲ LONG | adjacent | PARTIAL | +34.7% | -51.6 | 2026-07-16 |
The tape — what was actually said
every capture on any idea holding GSAT, newest first · quotes verbatim, timestamps deep-link into the episode
And United, the entire fleet's going to have my preferred airline. I think it's like this could change productivity.
I think the only thing that you should be searching for when you're flying is, is it Argus Platinum? And does it have Starlink? It's the only thing.
Here's all you need to know, Ezra. It's a hundred bucks to get Starlink. It's 15,000 to do Fiber.
It could be the first 500 million subscriber product in the world.
If we can get satellite to phone and you can get Starlink more broadly available, this could be 100 million subscriber business. I mean, this could be one of the biggest businesses on the Earth.
the big moneymaker at SpaceX is Starlink, which is the satellite network, basically broadband from space. And it's on its way to handling, I think, a meaningful percentage of all internet traffic.
I'm looking forward to Starlink for private aviation as well, but I've heard it's a real game changer on commercial flights and every kind of flight.
Second was, I think SpaceX has really turned a corner. Starlink is really at scale. Starship looks like it's viable.
I will tell you, I think Starlink has such a huge opportunity.
All I can say, all I can say for all of us who own SpaceX, yum yum. That's so delicious.
So I'm going to go with Starlink. Yes, it just came out at the end of 2020, but this year it kept getting better and faster, and now it's reported that Starlink is faster than the fixed broadband average in Belgium, Canada, Australia, Germany, the UK, New Zealand, and France.
And it's really impressive to see because it's such a no brainer. People have been talking about this opportunity for over a decade. And these guys just have absolutely rushed the field. And they could build an incredible business out of this.
we're going to take a billion or two billion people and give them broadband instantly within a decade. This is going to change the face of the planet.
The two most important companies in satellite communications are Starlink and Swarm. And Swarm was a company that I seeded and Sacks did the Series A. ... And I think that within the next five years, we'll probably have pervasive Internet access everywhere in the earth. And that's transformational.