+0.0
net board stance
what this means
254.68
-0.7% · close 2026-09-08
-11% / -17% / -6%
1m / 3m / 12m
-23%
vs SPY since 2024-04-12
0%
of 52w range · -31.9% 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 50 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 LHX
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 |
|---|---|---|---|---|---|---|
| 🏛️ Counter-drone defense becomes the new procurement line | ▲ LONG | adjacent | HIT | +82.5% | +76.7 | 2025-04-12 |
The tape — what was actually said
every capture on any idea holding LHX, newest first · quotes verbatim, timestamps deep-link into the episode
JO
Joe Lonsdale
support ×2
▲ on
🏛️ Counter-drone defense becomes the new procurement line
E218 · 2025-03-08
▶ 34:07
because the way it's worked for 20 years, like EPROS, you could just raise $250 million this week. It's a great company.
JO
Joe Lonsdale
support ×3
▲ on
🏛️ Counter-drone defense becomes the new procurement line
E206 · 2024-12-07
▶ 45:50
But on the margin, I'd much rather have ten thousand more smart drones above and below the water than like an incremental carrier
Friedberg
support ×2
▲ on
🏛️ Counter-drone defense becomes the new procurement line
E174 · 2024-04-12
▶ 1:16:53
targeted EMPs and targeted systems for eliminating all of these autonomous systems becomes a new defense technology that I know several startups in Silicon Valley that have been funded with a lot of capital by folks that we all know very well that are kind of pursuing this
Sacks
support ×3
▲ on
🏛️ Counter-drone defense becomes the new procurement line
E174 · 2024-04-12
▶ 1:19:56
The one defense investment I've made is actually in this idea of how do you defend against drones. It's a startup where I led the seed round called All-In Control Systems. They have a product called Bullfrog, which is a gun turret that uses a standard M240 machine gun