+0.0
net board stance
what this means
27.51
+5.0% · close 2026-11-06
-17% / -13% / -29%
1m / 3m / 12m
-12%
vs SPY since 2025-08-01
3%
of 52w range · -65.0% 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 E97 · silent for 190 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 SEDG
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 |
|---|---|---|---|---|---|---|
| ⚡ Household energy resilience — every home becomes its own virtual power plant | ▲ LONG | adjacent | WRONG | -57.1% | -75.9 | 2023-09-23 |
The tape — what was actually said
every capture on any idea holding SEDG, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×2
▲ on
⚡ Household energy resilience — every home becomes its own virtual power plant
E97 · 2022-09-23
▶ 58:34
Technology is there. I mean, people are getting generators for natural gases backups. We're going to have to figure out how to take the load off the grid and build resiliency into it.
Chamath
support ×3
▲ on
⚡ Household energy resilience — every home becomes its own virtual power plant
E97 · 2022-09-23
▶ 54:47
At the end of the day, there are tens of utilities in America, but there are 100 million households. And the only path to energy independence is to get every single 100 million household to be resilient, which means they need their own solar panels. They need battery storage. They need their own potable water.