+0.0
net board stance
what this means
184.8
-0.1% · close 2026-11-06
+10% / +12% / +29%
1m / 3m / 12m
+24%
vs SPY since 2025-08-01
90%
of 52w range · -2.6% off high
0/1
hit rate as primary · vs SPY -7
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 E204 · silent for 91 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 XLV
As a PRIMARY play the besties are 0 hit / 1 partial / 0 miss over 1 closed window — credit 0.5, average vs SPY -6.8. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Deregulation re-rates the regulated old economy, not tech | ▲ LONG | primary | HALF | +8.9% | -6.8 | 2025-11-16 |
The tape — what was actually said
every capture on any idea holding XLV, newest first · quotes verbatim, timestamps deep-link into the episode
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.