+0.0
net board stance
what this means
44.1
+0.4% · close 2026-09-08
-2% / -1% / +9%
1m / 3m / 12m
-25%
vs SPY since 2024-11-16
72%
of 52w range · -4.2% 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 55 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 XLRE
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 |
|---|---|---|---|---|---|---|
| 📈 DOGE lease terminations flood the office market and hit federal landlords | ▼ SHORT | adjacent | MISS | -13.0% | -29.3 | 2026-01-31 |
| 📈 Deregulation re-rates the regulated old economy, not tech | ▲ LONG | adjacent | PARTIAL | +8.9% | -6.8 | 2025-11-16 |
The tape — what was actually said
every capture on any idea holding XLRE, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 DOGE lease terminations flood the office market and hit federal landlords
E213 · 2025-01-31
▶ 1:36:20
Well, that seems like the crazy thing that nobody is thinking about, which is in this push, this physical built inventory has so much value built up in the 401Ks of individuals to the balance sheets of huge pension funds. But that value could be very different.
Jason
support ×2
▼ on
📈 DOGE lease terminations flood the office market and hit federal landlords
E213 · 2025-01-31
▶ 1:18:14
The government is such a reliable client that they're all on one-year leases. So people don't do what they do with startups, which is force them to do five or ten years, because they know, hey, this company could go out of business. They're just like, yeah, yeah, we're just on a rolling year over year lease, so you can actually just cut these. It's going to flood the market.
TR
Travis Kalanick
support ×2
▼ on
📈 DOGE lease terminations flood the office market and hit federal landlords
E213 · 2025-01-31
▶ 1:17:49
I mean, what I'm hearing about these buildings is that they are super, super empty, like next level empty. And let's just say, I'm really glad I don't hold it like I'm an owner that has a bunch of leases to the federal government right now.
Chamath
support ×2
▲ on
📈 Deregulation re-rates the regulated old economy, not tech
E204 · 2024-11-16
▶ 27:57
It's a very narrow part of the economy. If you look on a broad-based basis, the tens and tens of trillions of dollars of market cap that exist, I do agree with you that deregulation benefits a bunch of those companies, but it benefits the non-tech businesses more than the tech businesses. The tech businesses right now are relatively lightly regulated.