+0.0
net board stance
what this means
9.58
+1.6% · close 2026-09-08
+8% / -0% / -17%
1m / 3m / 12m
-16%
vs SPY since 2025-01-04
37%
of 52w range · -20.3% off high
—
hit rate as primary
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 VWAGY
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 | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Traditional auto OEMs collapse into mega-mergers | ▼ SHORT | adjacent | MISS | +4.4% | -11.7 | 2026-01-04 |
The tape — what was actually said
every capture on any idea holding VWAGY, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E210 · 2025-01-11
▶ 1:24:43
I think that sort of along the lines of what I said on the prediction show, I think that Waymo and Tesla are going to run away with this market, and I think it's going to force a bunch of consolidation in the traditional auto OEMs.
Jason
support ×1
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E209 · 2025-01-04
▶ 1:29:24
I think legacy car companies and real estate are going to face continued headwinds and be terrible assets... there's tons of cars on lots.
Gavin Baker
support ×2
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E209 · 2025-01-04
▶ 48:50
I agree 100% with Chamath. They're going to lose their Chinese business because they don't make competitive products anymore... they'll be caught between Tesla and the Chinese OEMs... absent really significant government support, they're all in deep trouble.
Chamath
support ×2
▼ on
📈 Traditional auto OEMs collapse into mega-mergers
E209 · 2025-01-04
▶ 47:04
This is the year we will see the collapse of the traditional auto OEMs... a massive wave of consolidation... the European OEMs are in real trouble. What does Volkswagen do? What does Stellantis do? These are melting icebergs... it will trigger the realization that these auto OEMs are uninvestable.