+0.0
net board stance
what this means
120.02
+6.8% · close 2026-11-06
+13% / -25% / +64%
1m / 3m / 12m
+175%
vs SPY since 2025-08-01
45%
of 52w range · -32.0% off high
0/1
hit rate as primary · vs SPY -14
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 E148 · silent for 144 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 SPHR
As a PRIMARY play the besties are 0 hit / 1 partial / 0 miss over 1 closed window — credit 0.5, average vs SPY -13.6. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 The Sphere becomes a replicable immersive-venue format | ▲ LONG | primary | HALF | +19.6% | -13.6 | 2024-10-07 |
The tape — what was actually said
every capture on any idea holding SPHR, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×2
▲ on
📈 The Sphere becomes a replicable immersive-venue format
E148 · 2023-10-07
▶ 1:12:13
By the way, my prediction on the Sphere, I think there will be dozens of these things soon enough, because this can become a new form of live entertainment venue. It's not just a stage where someone stands on it and plays music. It's a new model, and more than musical artists, I think you'll see new kinds of art and new kinds of things happening in these things.