+0.0
net board stance
what this means
8.6
-0.1% · close 2026-09-08
+35% / +15% / +18%
1m / 3m / 12m
-43%
vs SPY since 2024-03-15
71%
of 52w range · -16.0% off high
0/1
hit rate as primary · α -16
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 50 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 RUM
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -15.5. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms | ▼ SHORT | primary | MISS | -4.0% | -15.5 | 2025-03-15 |
The tape — what was actually said
every capture on any idea holding RUM, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
oppose ×1
▼ on
🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms
E176 · 2024-04-26
▶ 1:16:20
You actually think they'll take this to American companies?
Chamath
support ×2
▼ on
🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms
E176 · 2024-04-26
▶ 1:24:49
And I think that if they go after it, I think it's because this underlying encryption model is something that we can't get access to. And so they'd rather just eliminate it to Sacks' point.
Sacks
support ×3
▼ on
🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms
E176 · 2024-04-26
▶ 1:14:51
what we've authorized here is not a TikTok ban. It is a sweeping new federal power to ban foreign adversary controlled applications. ... And I guarantee you, I think here's where this goes next. I think Telegram is next on the hit list.
Jason
oppose ×1
▼ on
🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms
E170 · 2024-03-15
▶ 47:19
Yeah, that's like a partisan hack, though. That's not like actual factual in a court, right? So this would have to be proven factual in the court.
Chamath
oppose ×2
▼ on
🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms
E170 · 2024-03-15
▶ 1:17:15
I don't think this is the Patriot Act, because the Patriot Act was like, I'm going to have now a broad license to probe anything I want. This is about saying this thing that is here can no longer be here.
Sacks
support ×3
▼ on
🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms
E170 · 2024-03-15
▶ 47:29
So it gives huge, I think, new powers to the executive branch to pursue political opponents and political enemies, whether they actually win in a court of law down the road is kind of secondary because they can vex and harass their political enemies using this power.