+0.0
net board stance
what this means
25.58
-0.4% · close 2026-09-08
+8% / +14% / -7%
1m / 3m / 12m
-36%
vs SPY since 2021-05-31
65%
of 52w range · -10.0% off high
0/1
hit rate as primary · α -5
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 47 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. 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 α -5.0. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Telcos go back to being dumb pipes — and that's a bad business | ▼ SHORT | primary | MISS | -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
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?
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.
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.