+0.0
net board stance
what this means
47.67
-1.0% · close 2026-11-06
-7% / -2% / +38%
1m / 3m / 12m
+69%
vs SPY since 2025-08-01
63%
of 52w range · -15.4% 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 E148 · silent for 144 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 IMAX
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 |
|---|---|---|---|---|---|---|
| 📈 Movie theaters do not go out of business | ▲ LONG | adjacent | RIGHT | +95.6% | +79.7 | 2022-03-27 |
| 📈 The Sphere becomes a replicable immersive-venue format | ▲ LONG | adjacent | HALF | +19.6% | -13.6 | 2024-10-07 |
The tape — what was actually said
every capture on any idea holding IMAX, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
📈 The Sphere becomes a replicable immersive-venue format
E148 · 2023-10-07
▶ 1:12:13
By the way, my prediction on the Sphere, I think there will be dozens of these things soon enough, because this can become a new form of live entertainment venue. It's not just a stage where someone stands on it and plays music. It's a new model, and more than musical artists, I think you'll see new kinds of art and new kinds of things happening in these things.
I wonder what AMC is trading at. I wonder if AMC would be an interesting...
There's no way movie theaters go out of business. I mean, it's such like a traditional experience. It's so American.