+5.4
net board stance
what this means
208.89
+5.1% · close 2026-09-08
+7% / +21% / +114%
1m / 3m / 12m
+13%
vs SPY since 2026-01-10
91%
of 52w range · -4.9% off high
—
hit rate as primary
Where we stand — 1 live idea
| idea | call | play | conviction | contributes | flag | eval in |
|---|---|---|---|---|---|---|
| 🛢️ Copper (and critical metals) goes parabolic | ▲ LONG | adjacent ×0.5 | 10.8 | +5.4 | — | 122d |
Where the winds are blowing
NET BOARD STANCE, LAST 32 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
What resolves next
kill dates for the live ideas holding this ticker — each one turns into a scored verdict on that date, whether we like it or not
The tape — what was actually said
every capture on any idea holding SCCO, newest first · quotes verbatim, timestamps deep-link into the episode
the asset that is set up to go absolutely parabolic is copper. ... manifests in everything, from our data centers to our chips to our weapon systems. ... we are on a path by 2040 where we will be short about 70% of the global supply