+0.0
net board stance
what this means
4.91
+4.7% · close 2026-11-06
-35% / -23% / -17%
1m / 3m / 12m
-59%
vs SPY since 2025-08-01
4%
of 52w range · -52.0% off high
0/1
hit rate as primary · vs SPY -16
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 E176 · silent for 119 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 RUM
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -15.5. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🏛️ Patriot Act 2.0 - the foreign-adversary app law becomes a divestiture weapon against domestic platforms | ▼ SHORT | primary | WRONG | -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
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.
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?
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.
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.
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.