+0.0
net board stance
what this means
120.71
+1.8% · close 2026-09-08
+4% / +4% / +44%
1m / 3m / 12m
+101%
vs SPY since 2021-03-13
76%
of 52w range · -9.1% 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 45 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 XME
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 |
|---|---|---|---|---|---|---|
| 🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30% | ▲ LONG | adjacent | HIT | +13.9% | +6.5 | 2022-03-13 |
The tape — what was actually said
every capture on any idea holding XME, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×3
▲ on
🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30%
E60 · 2021-12-23
▶ 1:22:49
China has done a masterful job. They control a lot of the lithium, a lot of the nickel, a lot of the cobalt, a lot of the graphite. They control a lot of the rare earths that go into the permanent magnets. And we don't have a solution.
Chamath
support ×2
▲ on
🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30%
E57 · 2021-12-04
▶ 37:27
We don't have rare earths. We don't have lithium. We don't have nickel. We don't have cobalt. We don't have graphite. So we actually can't make the batteries, which means that now oil is at $100 a barrel and gas costs $10 at the pump.
Chamath
support ×1
▲ on
🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30%
E49 · 2021-10-02
▶ 1:10:48
yesterday, we're starting something really ambitious in batteries, and I have to sit there for an hour, and we have to go through ordering the equipment, setting up the lab, getting the human resource
Chamath
support ×2
▲ on
🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30%
E41 · 2021-07-23
▶ 1:30:39
I had a kickoff meeting for a startup that's doing something incredible in batteries ... and then I had a call because I'm trying to put a you know, more than a billion dollars to work in a different battery idea.
Chamath
support ×3
▲ on
🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30%
E27 · 2021-03-27
▶ 53:53
if you believe in electrification and you believe in, you know, zero emissions and you believe in using these batteries, you need to believe in nickel, which is a tough business, okay? ... And right now, we have a deficit of nickel that's going to emerge now in less than a year. ... And we have about a 37 to 40% shortage of what we need.
Chamath
support ×2
▲ on
🛢️ Battery metals squeeze — lithium, nickel, cobalt push EV prices up 20-30%
E25 · 2021-03-13
▶ 52:04
if you break down the batteries, it goes into three critical inputs, lithium, nickel and cobalt. ... And so the cost of Tesla's are going to go up by 20 or 30%