+0.0
net board stance
what this means
319.94
-2.4% · close 2026-11-06
+3% / -4% / +16%
1m / 3m / 12m
-1%
vs SPY since 2025-08-01
59%
of 52w range · -9.0% off high
0/1
hit rate as primary · vs SPY -38
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 E116 · silent for 172 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 NSC
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -37.8. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🏛️ East Palestine forces rail safety re-regulation and operator liability | ▼ SHORT | primary | WRONG | -13.3% | -37.8 | 2024-02-17 |
The tape — what was actually said
every capture on any idea holding NSC, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 20:46
What was the structures of government or corporations that failed, and how do you either rewrite the law or punish these guys monetarily so that this kind of stuff doesn't happen again?
Friedberg
oppose ×3
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 19:35
And there are these occasional bad things that happen. Maybe you can add more kind of safety features, but at some point, you can only do so much.
Sacks
support ×3
▼ on
🏛️ East Palestine forces rail safety re-regulation and operator liability
E116 · 2023-02-17
▶ 17:25
Apparently, Congress back in 2017 passed deregulation of safety standards around these train companies so that they didn't have to spend the money to upgrade the brakes that supposedly failed, that caused it.