+0.0
net board stance
what this means
70.53
-0.6% · close 2026-09-08
+0% / +21% / +49%
1m / 3m / 12m
+44%
vs SPY since 2025-05-17
88%
of 52w range · -4.8% off high
0/1
hit rate as primary · α -66
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 XPH
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -65.9. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🏛️ MFN drug-pricing EO compresses pharma profits and pushes R&D offshore | ▼ SHORT | primary | MISS | -40.2% | -65.9 | 2026-05-17 |
The tape — what was actually said
every capture on any idea holding XPH, newest first · quotes verbatim, timestamps deep-link into the episode
BE
Ben Shapiro
support ×2
▼ on
🏛️ MFN drug-pricing EO compresses pharma profits and pushes R&D offshore
E228 · 2025-05-17
▶ 1:30:48
So if you are talking about just artificially lowering prices by basically clocking Pharma, the reality is if you want to kill R&D, this is a great way to kill R&D.
Chamath
support ×3
▼ on
🏛️ MFN drug-pricing EO compresses pharma profits and pushes R&D offshore
E228 · 2025-05-17
▶ 1:28:43
You'll make 10 million bucks, which is not enough to fight this R&D battle. So if you then further affect the profitability scale of pharma, the impact is probably that we push R&D to different places.