+0.0
net board stance
what this means
53.07
+15.4% · close 2026-11-06
-26% / -36% / +7%
1m / 3m / 12m
-1%
vs SPY since 2025-08-01
12%
of 52w range · -64.7% 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 E121 · silent for 168 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 RKLB
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 |
|---|---|---|---|---|---|---|
| 🤖 Space companies stay cheap until they have non-government revenue | ▼ SHORT | adjacent | WRONG | -10.1% | -43.7 | 2024-03-24 |
| 📈 Space sector is overfunded with one real customer | ▼ SHORT | adjacent | RIGHT | +30.8% | +39.9 | 2022-08-28 |
The tape — what was actually said
every capture on any idea holding RKLB, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▼ on
🤖 Space companies stay cheap until they have non-government revenue
E121 · 2023-03-24
▶ 1:27:48
I do think all these guys are going to have to, in order to gain wider spread capital markets attention, like Elon has had to do with SpaceX, are going to have to find business models that have kind of near-term viability that don't depend on government contracts.
Friedberg
support ×2
▼ on
📈 Space sector is overfunded with one real customer
E44 · 2021-08-28
▶ 1:26:25
I am concerned about, frankly, the lack of commercial readiness for this industry. I feel like in terms of the hype cycle, we're at that early point where the investment dollars and the number of companies exceeds the market demand. ... the challenge is just it's another product market fit question, right? The market is one customer today.