+0.0
net board stance
what this means
9.42
-0.9% · close 2026-11-06
-1% / -5% / +33%
1m / 3m / 12m
+21%
vs SPY since 2025-08-01
63%
of 52w range · -13.3% off high
1/1
hit rate as primary · vs SPY +6
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 E28 · silent for 256 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 NMR
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average vs SPY +6.0. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Archegos unwind stuffs the prime brokers with billions of losses | ▼ SHORT | primary | RIGHT | +20.5% | +6.0 | 2022-04-01 |
The tape — what was actually said
every capture on any idea holding NMR, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▼ on
📈 Archegos unwind stuffs the prime brokers with billions of losses
E28 · 2021-04-01
▶ 26:39
No, they're going to lose money. I mean, I think JP Morgan, Omura, these guys are all going to lose billions of dollars because there's not enough cash in the sky's actual account to cover all the losses now.