+0.0
net board stance
what this means
40.6
+2.5% · close 2026-09-08
+30% / -0% / +1%
1m / 3m / 12m
-20%
vs SPY since 2025-03-29
53%
of 52w range · -30.8% 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 45 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 SMCI
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 |
|---|---|---|---|---|---|---|
| 📈 Nvidia's receivables build is the Blackwell transition, not vendor financing | ▲ LONG | adjacent | HIT | +54.6% | +40.0 | 2026-03-29 |
The tape — what was actually said
every capture on any idea holding SMCI, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
📈 Nvidia's receivables build is the Blackwell transition, not vendor financing
E221 · 2025-03-29
▶ 8:08
The other part of what I would say is the first part of what you're saying is very similar to what Intel did to scale their chip dominance in the 80s and 90s with this Intel Insight program. They didn't really need to do it probably in hindsight, but it helped them support an ecosystem and it helped diversify their buyer base so that fewer people had power over them.
Gavin Baker
support ×3
▲ on
📈 Nvidia's receivables build is the Blackwell transition, not vendor financing
E221 · 2025-03-29
▶ 5:32
If that trend continues past the July quarter, then I would say, hey, that's reason for concern, but this is a very understandable time for that to happen, from my perspective.