+0.0
net board stance
what this means
94.27
+0.6% · close 2026-11-06
1m / 3m / 12m
-19%
vs SPY since 2025-08-01
90%
of 52w range · -0.4% 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 E220 · silent for 75 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 SATS
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 |
|---|---|---|---|---|---|---|
| 🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom | ▼ SHORT | adjacent | WRONG | -74.9% | -152.4 | 2026-04-21 |
The tape — what was actually said
every capture on any idea holding SATS, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom
E220 · 2025-03-22
▶ 1:16:36
the reality is that SpaceX is the only company that has consistently been able to take these costs and just crunch them down to more than one launch a day this year, I think. It's just an incredible scale and pace. No, there is no economic alternative. They are the absolute cheapest in the market.
Friedberg
support ×3
▼ on
🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom
E200 · 2024-10-18
▶ 17:51
That's how you start to get to 10 bucks a kilogram over the next couple of years. But it was critical to be able to reuse that heavy booster.
Jason
support ×2
▼ on
🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom
E196 · 2024-09-20
▶ 44:20
we're talking about laying fiber lines, cable modems, to people who are hundreds of miles into the countryside. That makes no sense when you can just beep, put a satellite dish up today.
Jason
support ×2
▼ on
🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom
E157 · 2023-12-16
▶ 56:00
all of those people who just had their Starlink canceled through the government, I guarantee you they will buy Starlink because it's the best product
Sacks
support ×3
▼ on
🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom
E157 · 2023-12-16
▶ 36:56
Starlink is the only company that has that capability today. It's the only one that has that capability if you look forward a few years. It is by far the best at providing broadband from space, which is the best way to get into these rural areas.
Chamath
support ×3
▼ on
🤖 Starship gives Starlink a launch monopoly that squeezes legacy satcom
E125 · 2023-04-21
▶ 24:10
The big disruption is going to happen by the end of 2026, because this next generation set of licenses, spectral licenses that the FCC sold came with a condition that you had to launch satellite capacity by the end of 2026, I think, otherwise you lose it. Or you have to do your first launch, I think, by the end of 2026 And the point is that the only company that actually has the capability to build and to launch is SpaceX. So they have a complete monopoly. And because they're advantaging their own solution, it puts everybody else behind the eight ball.