+2.6
net board stance
what this means
214.41
-0.1% · close 2026-09-08
-13% / +1% / -14%
1m / 3m / 12m
-32%
vs SPY since 2025-10-03
34%
of 52w range · -18.3% off high
—
hit rate as primary
Where we stand — 1 live idea
| idea | call | play | conviction | contributes | flag | eval in |
|---|---|---|---|---|---|---|
| 📈 Gaming is AI's biggest entertainment winner | ▲ LONG | adjacent ×0.5 | 5.2 | +2.6 | — | 23d |
Where the winds are blowing
NET BOARD STANCE, LAST 44 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
What resolves next
kill dates for the live ideas holding this ticker — each one turns into a scored verdict on that date, whether we like it or not
The tape — what was actually said
every capture on any idea holding TTWO, newest first · quotes verbatim, timestamps deep-link into the episode
Entertainment and how people spend their free time... is a general macro bet that everyone should consider making... if there's more time on people's hands, the general market for entertainment is growing. And if the general market for entertainment is growing, gaming is the future of entertainment and the future of gaming is AI.