+0.0
net board stance
what this means
0.28
+12.2% · close 2026-11-06
-6% / +3% / -83%
1m / 3m / 12m
-101%
vs SPY since 2025-08-01
3%
of 52w range · -86.5% 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 E94 · silent for 193 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 SPWR
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 |
|---|---|---|---|---|---|---|
| 🏛️ Infrastructure-bill tax credits make the captured solar incumbents rip | ▲ LONG | adjacent | WRONG | -13.7% | -3.8 | 2022-09-14 |
The tape — what was actually said
every capture on any idea holding SPWR, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🏛️ Infrastructure-bill tax credits make the captured solar incumbents rip
E94 · 2022-09-01
▶ 1:14:34
The great thing about the IRA and what Chuck Schumer did is actually will be written in 10 or 15 years from now, because when we get to energy independence, when every home is resilient, the national security calculus in America changes wholeheartedly overnight.
Sacks
support ×2
▲ on
🏛️ Infrastructure-bill tax credits make the captured solar incumbents rip
E89 · 2022-07-29
▶ 39:11
And the vast majority of the bill, like you said, are subsidies for clean energy, which are basically handouts to special interests in the donor class and the Democratic Party.
Chamath
support ×2
▲ on
🏛️ Infrastructure-bill tax credits make the captured solar incumbents rip
E46 · 2021-09-14
▶ 28:04
And where does all the tax credits and tax dollars go? Sun Run, Sun Power. These are companies that basically have this oligopolistic stranglehold on essentially installing solar panels and battery walls in homes across the United States. ... if this bill passes as written, you're going to see these stocks rip