+0.0
net board stance
what this means
174.88
-1.1% · close 2026-09-08
-9% / -2% / -13%
1m / 3m / 12m
-18%
vs SPY since 2024-11-16
23%
of 52w range · -29.7% 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 47 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 NXST
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 |
|---|---|---|---|---|---|---|
| 🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV | ▼ SHORT | adjacent | HIT | +90.7% | +75.1 | 2025-11-16 |
The tape — what was actually said
every capture on any idea holding NXST, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×1
▼ on
🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV
E221 · 2025-03-29
▶ 47:47
And it just further erodes what's happening. I think if once Bobby puts a nail on the coffin of pharma ads on TV.
Chamath
support ×2
▼ on
🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV
E204 · 2024-11-16
▶ 40:14
And then separately, with Bobby Kennedy's nomination to HHS, one of the things that he has said that he wants to put an end to is the advertising that pharma does on these broadcast stations. If you put these two things together where you deprive these folks of their largest revenue source, and at the same time, they have to sort of like answer for censorship or manipulating content, do you think that that changes the landscape of how all these companies behave in the future, or how do you think that that plays out?
Sacks
support ×2
▼ on
🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV
E204 · 2024-11-16
▶ 42:21
In any event, I think that there's a very strong argument that the broadcasters have not been fair. That's a violation of their licensed requirements and we should be re-evaluating their spectrum, especially because it's not the highest best use spectrum anyway.
Jason
support ×3
▼ on
🏛️ Pharma ad ban plus FCC licence pressure guts broadcast TV
E204 · 2024-11-16
▶ 42:43
And if they lose all that advertising from Pharma, which I think in some of these networks is a third or a half, and that's all networks, that's from Fox to CNN and MSNBC, everybody combined, if they lose advertising from Pharma, it's over. Like those news networks are going to lose half their revenue overnight. That would be a death blow, Chamath, to your question.