+0.0
net board stance
what this means
158.13
-0.0% · close 2026-09-08
-2% / +3% / +16%
1m / 3m / 12m
-3%
vs SPY since 2025-09-07
82%
of 52w range · -5.6% off high
—
hit rate as primary
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 47 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 SIEGY
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Accelerated depreciation makes capital equipment the hot asset | ▲ LONG | adjacent | HIT | +94.2% | +74.2 | 2026-09-07 |
The tape — what was actually said
every capture on any idea holding SIEGY, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
📈 Accelerated depreciation makes capital equipment the hot asset
E271 · 2026-05-01
▶ 43:30
going to look like this big bulky industrial business in five years. I'm not sure that there's a good valuation case ... to just follow the dollars, like a trillion dollars a year going out of the hyperscalers. Where is it going? Just follow those dollars and buy those companies because those companies are already underpriced.
Chamath
support ×2
▲ on
📈 Accelerated depreciation makes capital equipment the hot asset
E257 · 2026-01-10
▶ 1:14:43
it's generators. It's Siemens. This is why Siemens stock is through the roof. If all of this capital equipment, ... off 100% in year one, it's creating a massive infrastructure
Sacks
support ×1
▲ on
📈 Accelerated depreciation makes capital equipment the hot asset
E257 · 2026-01-10
▶ 1:14:11
The category of assets that qualify for accelerated depreciation — capital equipment... there's now 100% accelerated depreciation because of the big beautiful bill... that is making those markets super hot right now. [Strength capped: administration official promoting the tax bill's effects.]
Chamath
support ×2
▲ on
📈 Accelerated depreciation makes capital equipment the hot asset
E242 · 2025-09-07
▶ 34:54
I am a person that started a business that is building a factory to make batteries in ... after the big, beautiful bill and because of tariffs, it is much easier now for me to underwrite. Why? Because I have 100% depreciation across all my capex. It's a complete changer on the IRR of these projects. ... Same thing for this data center that I'm building in Arizona. ... the underwriting case for putting a ton of money into the United States has changed to the positive