+0.0
net board stance
what this means
7.97
+1.0% · close 2026-11-06
-6% / -9% / -21%
1m / 3m / 12m
-3%
vs SPY since 2025-08-01
2%
of 52w range · -30.8% off high
—
hit rate as primary
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 E89 · silent for 198 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 PRTA
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 | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Alzheimer's amyloid hypothesis was built on fraud - the anti-amyloid franchise busts | ▼ SHORT | adjacent | WRONG | -23.3% | -36.0 | 2023-07-29 |
The tape — what was actually said
every capture on any idea holding PRTA, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×3
▼ on
📈 Alzheimer's amyloid hypothesis was built on fraud - the anti-amyloid franchise busts
E89 · 2022-07-29
▶ 1:08:55
And now the drug is in the market. Biogen gets approval and people start taking it. And we're seeing the data. It doesn't work. And no one wants to use it. So the market has collapsed and you kind of go back to the origin.
Chamath
support ×2
▼ on
📈 Alzheimer's amyloid hypothesis was built on fraud - the anti-amyloid franchise busts
E89 · 2022-07-29
▶ 1:07:52
No, what I'm saying is the NIH budget per year for Alzheimer's and dementia is 1.9 billion. Half of it, if you look at the tags, if you just search the tags, half the money has gone into Alzheimer's disease, amyloid beta.