+0.0
net board stance
what this means
21.02
-0.8% · close 2026-11-06
+14% / +20% / +54%
1m / 3m / 12m
+29%
vs SPY since 2025-08-01
98%
of 52w range · -0.8% 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 E103 · silent for 184 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 TAK
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 |
|---|---|---|---|---|---|---|
| 📈 Pediatric ADHD/antidepressant over-prescription becomes an opioid-style reckoning | ▼ SHORT | adjacent | WRONG | -2.8% | -12.9 | 2023-09-10 |
| 📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target | ▲ LONG | adjacent | WRONG | -73.9% | -62.6 | 2023-01-15 |
The tape — what was actually said
every capture on any idea holding TAK, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▼ on
📈 Pediatric ADHD/antidepressant over-prescription becomes an opioid-style reckoning
E103 · 2022-11-05
▶ 1:02:29
Stimulant prescription is now the single biggest epidemic in children. It is now twice as prescribed as contraceptives and asthma drugs.
Jason
support ×3
▼ on
📈 Pediatric ADHD/antidepressant over-prescription becomes an opioid-style reckoning
E95 · 2022-09-10
▶ 1:09:16
to say they're overprescribed is going to be a huge understatement. We're going to look at this like the opioid crisis, I guarantee it.
Chamath
support ×2
▼ on
📈 Pediatric ADHD/antidepressant over-prescription becomes an opioid-style reckoning
E95 · 2022-09-10
▶ 1:03:51
There is an epidemic right now of the over prescription of amphetamines to children who are diagnosed with ADHD. It's terrible. It is an enormously important issue that doesn't just touch kids anymore, but now also touches adults. You've seen a lot of really kind of bad companies that are over prescribing this stuff get shut down and get sanctioned.
Friedberg
support ×2
▲ on
📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target
E71 · 2022-03-05
▶ 1:23:38
including what we talked about a few weeks ago, multiple sclerosis, given that we now have a strong belief that if you can get rid of the EBV, the Epstein-Barr virus, from your body, you can wipe that out. So CAR-T can in the long run be harnessed not just for cancer, but autoimmunity
Chamath
oppose ×2
▲ on
📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target
E63 · 2022-01-15
▶ 1:12:12
two-thirds of the adult population under the age of 55 have herpes simplex 4 So you're literally talking about inoculating the entire world. ... And when we start to think about that grand of a scale, there's a cost issue, there's a manufacturability issue, and then there's an ROI issue that unfortunately will be adjudicated.
Friedberg
support ×2
▲ on
📈 EBV-causes-MS proof turns Epstein-Barr into a funded therapeutic target
E63 · 2022-01-15
▶ 1:10:36
But if Epstein-Barr virus is in fact causing this problem with MS, there's a reason to go after it, a lot of money to go after it. ... But this paper has such incredible data and such strong signal that it's really going to catalyze investment.