+0.0
net board stance
what this means
41.34
-1.2% · close 2026-09-08
+11% / +20% / +9%
1m / 3m / 12m
-36%
vs SPY since 2024-02-09
92%
of 52w range · -2.6% off high
0/1
hit rate as primary · α -25
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 MTCH
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -25.4. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Trade the second-order cost of immersive tech, not Apple's revenue | ▲ LONG | primary | MISS | -4.0% | -25.4 | 2025-02-09 |
The tape — what was actually said
every capture on any idea holding MTCH, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
📈 Trade the second-order cost of immersive tech, not Apple's revenue
E212 · 2025-01-25
▶ 1:36:44
I went to the CDC and I said, well, show me the percentage of people, Americans taking SSRIs over that same period. For depression, anxiety, et cetera, and what you see that it's also gone up. And then the last chart, I went to the US Bureau of Labor Statistics and I said, what has happened to the labor participation rate over the same period?
Jason
support ×2
▲ on
📈 Trade the second-order cost of immersive tech, not Apple's revenue
E175 · 2024-04-19
▶ 59:58
I think it's going to ruin social existence... The constant distraction is just horrific. And it's having a horrible impact on this generation.
Sacks
oppose ×2
▲ on
📈 Trade the second-order cost of immersive tech, not Apple's revenue
E170 · 2024-03-15
▶ 1:21:10
Maybe it correlates with prescription of SSRIs. ... Maybe it correlates with schools going totally woke and bananas. I correlates with a lot of things.
Jason
support ×2
▲ on
📈 Trade the second-order cost of immersive tech, not Apple's revenue
E170 · 2024-03-15
▶ 1:19:42
It turns out students who used iPads and digital media many times a day, they show the exact signs of ADHD, inattention and hyperactivity and impulsivity.
Chamath
support ×2
▲ on
📈 Trade the second-order cost of immersive tech, not Apple's revenue
E170 · 2024-03-15
▶ 1:18:35
And I just want to say that in general, as a parent, whether the app is banned or not, who cares? My lived experience right now is that video games and these apps are horrible for kids.
Chamath
support ×1
▲ on
📈 Trade the second-order cost of immersive tech, not Apple's revenue
E165 · 2024-02-09
▶ 20:16
Not to say that it's not going to be a revenue generator, but I think that you could just as easily, frankly, instead of impacting Apple's revenues, you can probably go along the makers of SSRIs, pot, here comes a spread trade, pot, Bumble and Tinder, and you'll get to the same place economically.