+0.0
net board stance
what this means
214.18
-1.9% · close 2026-09-08
+14% / +34% / +118%
1m / 3m / 12m
-80%
vs SPY since 2023-06-02
90%
of 52w range · -5.9% off high
0/1
hit rate as primary · α -44
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 ILMN
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -44.5. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🤖 The gut microbiome becomes a real therapeutic platform | ▲ LONG | adjacent | MISS | -35.1% | -45.4 | 2023-08-26 |
| 🏛️ Regulatory and IP capture keeps US healthcare incumbents' rents intact | ▲ LONG | adjacent | HIT | +25.2% | +35.1 | 2022-09-14 |
| 🏛️ Federal research funding retreats from universities | ▼ SHORT | adjacent | MISS | -25.3% | -65.1 | 2026-04-19 |
| 📈 Life sciences stays funded through the bust - own the tools companies | ▲ LONG | adjacent | MISS | -3.0% | -21.4 | 2023-10-01 |
| 📈 Liquid biopsy is the one blood-diagnostic thesis that actually works | ▲ LONG | primary | MISS | -54.4% | -44.5 | 2022-09-18 |
The tape — what was actually said
every capture on any idea holding ILMN, newest first · quotes verbatim, timestamps deep-link into the episode
No one is saying that they have to get rid of DEI. They just have to give up their federal funding the way that Bob Jones University did.
So the question today that's being asked is, should we be doing fundamental scientific research at universities given that over time the administrative overhead has grown and they're basically creating administrative workloads and employing people without necessarily having a market incentive?
And so now we can be very targeted potentially about eradicating that bacteria from the gut or kind of changing our gut biome in a way that ultimately resolves to eliminating that disease risk.
And by the way, there's a lot of public companies to invest in, not on the primary basis, but that are tools companies that are benefiting greatly from the continued demand and growth in spending in that category.
But we are finding now that you can take feces from healthy individuals that have good gut biome and good bacterial counts, and if you put it, inject it into people that are suffering from a bunch of different diseases, it actually is looking like it's curative. So Parkinson's, MS, IBS, colitis.
So guys, there's a known principle that's really deeply studied now in neurology, in neuroscience, called the gut-brain axis, that you can actually profoundly affect disease and the condition of the brain and neuro conditions by changing the gut biome.
The only version of this problem that has been solved well is the ability to detect cell-free cancer DNA in blood, using a very small quantum of blood. Companies like Garden and Grail have actually done and built a great business out of it. But it requires extremely sophisticated machinery sold to them by Illumina and others.
they invite Abbott and they invite the guys in and they're like, you know, the White House, they have a consortium meeting, and everyone's kind of a little bit chuckling about this, like, oh, this is awesome. It's another $2 billion payday, which is what they just got. ... you end up with a $30 test when in Germany, you can go buy a 50 cent test at any liquor store
it completely burned the incentives for any health care company in the United States to do anything other than just basically walk prices up ... you would have made more money being along UnitedHealthcare than you would have been owning Facebook, Google, any of these other tech companies in the last decade