+0.0
net board stance
what this means
21.63
-0.9% · close 2026-11-06
-11% / -8% / -8%
1m / 3m / 12m
-37%
vs SPY since 2025-08-01
20%
of 52w range · -23.0% off high
0/1
hit rate as primary · vs SPY -5
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 E34 · silent for 250 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 T
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -5.0. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Telcos go back to being dumb pipes — and that's a bad business | ▼ SHORT | primary | WRONG | -5.3% | -5.0 | 2022-05-31 |
The tape — what was actually said
every capture on any idea holding T, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Telcos go back to being dumb pipes — and that's a bad business
E34 · 2021-05-31
▶ 59:19
These businesses have had horrendous capital allocation for decades. ... But as it turned out to individual users who are making usage decisions every day, they were not important at all.
Friedberg
oppose ×1
▼ on
📈 Telcos go back to being dumb pipes — and that's a bad business
E34 · 2021-05-31
▶ 59:02
So Chamath, your point on the telcos, you know, as an investor, I own a bunch of Verizon and AT&T stock. If you were running that company, what would you do?
Sacks
support ×2
▼ on
📈 Telcos go back to being dumb pipes — and that's a bad business
E34 · 2021-05-31
▶ 55:33
The pipes are valuable, but they're a commodity. What Elon is doing with Starlink is going to disrupt them.