+0.0
net board stance
what this means
4.43
-0.2% · close 2026-11-06
-4% / -20% / -56%
1m / 3m / 12m
-70%
vs SPY since 2025-08-01
5%
of 52w range · -63.4% off high
0/1
hit rate as primary · vs SPY -12
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 E210 · silent for 85 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 STLA
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -11.7. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Traditional auto OEMs collapse into mega-mergers | ▼ SHORT | primary | WRONG | +4.4% | -11.7 | 2026-01-04 |
| 📈 The UAW deal is existential for the unionized US automakers | ▼ SHORT | adjacent | HALF | +6.2% | -27.6 | 2024-09-22 |
The tape — what was actually said
every capture on any idea holding STLA, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E210 · 2025-01-11
▶ 1:24:43
I think that sort of along the lines of what I said on the prediction show, I think that Waymo and Tesla are going to run away with this market, and I think it's going to force a bunch of consolidation in the traditional auto OEMs.
Jason
support ×1
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E209 · 2025-01-04
▶ 1:29:24
I think legacy car companies and real estate are going to face continued headwinds and be terrible assets... there's tons of cars on lots.
Gavin Baker
support ×2
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E209 · 2025-01-04
▶ 48:50
I agree 100% with Chamath. They're going to lose their Chinese business because they don't make competitive products anymore... they'll be caught between Tesla and the Chinese OEMs... absent really significant government support, they're all in deep trouble.
Chamath
support ×2
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E209 · 2025-01-04
▶ 47:04
This is the year we will see the collapse of the traditional auto OEMs... a massive wave of consolidation... the European OEMs are in real trouble. What does Volkswagen do? What does Stellantis do? These are melting icebergs... it will trigger the realization that these auto OEMs are uninvestable.
Jason
support ×2
▼ on
📈 The UAW deal is existential for the unionized US automakers
E146 · 2023-09-22
▶ 1:28:38
They work, I looked it up, 58 to 64 hours a week, factory workers. The US factory workers want to work 32 hours a week. ... I mean, they're just going to move these factories to Mexico or
Chamath
support ×3
▼ on
📈 The UAW deal is existential for the unionized US automakers
E146 · 2023-09-22
▶ 1:26:27
I think that the labor deal is an existential risk to the unionized auto industry in America. ... If the deal as announced happens and you sensitize Stellantis, GM and Ford's P&L to these new terms ... it's going to be very difficult for the established auto industry to survive
Sacks
support ×2
▼ on
📈 The UAW deal is existential for the unionized US automakers
E146 · 2023-09-22
▶ 1:26:07
the auto companies are facing what you'd expect to be reduced demand because no one can afford a car payment at these higher interest rates, the unions are going on strike demanding