+0.0
net board stance
what this means
9.35
+0.9% · close 2026-11-06
-15% / -4% / -34%
1m / 3m / 12m
-51%
vs SPY since 2025-08-01
4%
of 52w range · -44.7% 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 E115 · silent for 173 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 UNG
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 |
|---|---|---|---|---|---|---|
| ⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer | ▲ LONG | adjacent | RIGHT | +24.4% | +30.4 | 2023-02-24 |
The tape — what was actually said
every capture on any idea holding UNG, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E115 · 2023-02-11
▶ 8:23
And we've discussed the benefits on this program of now we've shifted the European dependence on Russian gas to a dependence on American gas.
Sacks
support ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E113 · 2023-01-27
▶ 1:22:09
We've basically shifted Europe onto American natural gas. We've destroyed Nord Stream.
Jason
support ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E113 · 2023-01-27
▶ 1:18:33
The West is never going to trust them again. The Germans are never going to buy their oil again.
Friedberg
oppose ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E95 · 2022-09-10
▶ 32:28
There's an acute energy shortfall. You can't just make that up. You can't convert oil into natural gas to heat people's homes. It's impossible structurally right now in the timeframe that it's needed.
Jason
support ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E94 · 2022-09-01
▶ 1:17:55
I think the only way we'll be able to deal with him is if he doesn't have the oil market he has. He just has too much power from that oil. And over time, that's the solution. We have to be energy independent.
Sacks
support ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E94 · 2022-09-01
▶ 1:15:22
No, it's true. If you're willing to use natural gas and fracking, America is one of the richest energy countries in the world.
Sacks
support ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E84 · 2022-06-24
▶ 1:21:22
in the US, I think the people of the country want us to be energy independent. ... it's elite opinion that bought into these foolish ideas that basically we should cancel energy independence, we should cancel the Keystone pipeline, we should cancel new drilling. America should be a net energy exporter.
Chamath
oppose ×3
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E70 · 2022-02-24
▶ 17:52
The problem with energy independence is it takes too long. And we went through a massive capital under investment cycle over the last six or seven years. ... And so when you look at these NatGas companies, every single one to a name has basically said, we are not going to put any incremental capital into US domestic NatGas or shale or even offshore.
Sacks
support ×2
▲ on
⚡ Europe has to replace Russian gas — US natural gas and LNG export is the answer
E70 · 2022-02-24
▶ 17:42
The op-ed made the point that we could be investing in liquefying natural gas and exporting it to Europe to create more energy independence, and that would remove their dependence on Putin. ... I don't think we should be turning our backs on the enormous reserves of natural gas that we have here in this country. ... we could be energy independent for free right now if we were just to repeal some of these executive orders