+0.0
net board stance
what this means
2.04
+1.5% · close 2026-09-08
+24% / +22% / -6%
1m / 3m / 12m
-191%
vs SPY since 2022-07-14
36%
of 52w range · -38.2% off high
1/1
hit rate as primary · α +6
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 48 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 PROK
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average α +6.0. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 ProKidney's autologous cell therapy for chronic kidney disease | ▲ LONG | primary | HIT | +26.8% | +6.0 | 2023-07-14 |
The tape — what was actually said
every capture on any idea holding PROK, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▲ on
📈 ProKidney's autologous cell therapy for chronic kidney disease
E87 · 2022-07-14
▶ 1:01:50
And so, yeah, we took a half a billion dollar shot. I wrote $125 million check. I hope it works.