+0.0
net board stance
what this means
16.21
+1.1% · close 2026-11-06
+4% / -12% / -40%
1m / 3m / 12m
-44%
vs SPY since 2025-08-01
11%
of 52w range · -49.7% off high
1/1
hit rate as primary · vs SPY +50
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 E73 · silent for 213 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 SOFI
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average vs SPY +49.7. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Rate-arbitrage fintechs implode as their cost of capital rises | ▼ SHORT | primary | RIGHT | +38.0% | +49.7 | 2023-03-26 |
The tape — what was actually said
every capture on any idea holding SOFI, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Rate-arbitrage fintechs implode as their cost of capital rises
E73 · 2022-03-26
▶ 19:55
Neobanks are another example. The number of Neobanks that have been funded at exorbitant valuations, where the problem is all of these financial services companies are essentially an arbitrage on rates. When rates are zero, they take that money at 0% and then they can go and execute a business model and sell that money at 1% and take the difference. But when their cost of capital is 2 or 2.5 or 3%, the whole business implodes on them. So you're going to see a bunch of these financial services companies get under pressure.