+0.0
net board stance
what this means
312.83
+2.7% · close 2026-11-06
-14% / -22% / -12%
1m / 3m / 12m
+22%
vs SPY since 2025-08-01
35%
of 52w range · -33.8% 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 E143 · silent for 148 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 MDB
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 |
|---|---|---|---|---|---|---|
| 🤖 Data-infra platforms buy the AI tool chain — more M&A at premium multiples | ▲ LONG | adjacent | WRONG | -19.3% | -43.9 | 2024-07-01 |
The tape — what was actually said
every capture on any idea holding MDB, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
oppose ×2
▲ on
🤖 Data-infra platforms buy the AI tool chain — more M&A at premium multiples
E143 · 2023-08-25
▶ 47:25
the Europeans don't want to be left out in the action, so they're jumping in. So I think the M&A market is effectively dead.
Chamath
oppose ×2
▲ on
🤖 Data-infra platforms buy the AI tool chain — more M&A at premium multiples
E135 · 2023-07-01
▶ 1:05:47
Peak M&A froth happens at the beginning of the cycle when hype is at maximum and facts are at the minimum.
Sacks
support ×3
▲ on
🤖 Data-infra platforms buy the AI tool chain — more M&A at premium multiples
E135 · 2023-07-01
▶ 1:04:45
I think for sure there's going to be more M&A. And I think the valuations will be high, not because these companies have a lot of revenue yet, but because it's very strategic for these big infra companies to assemble the end-to-end tool chain.
Friedberg
support ×2
▲ on
🤖 Data-infra platforms buy the AI tool chain — more M&A at premium multiples
E135 · 2023-07-01
▶ 55:58
which means that there are more acquisitions still to come.