+0.0
net board stance
what this means
192.25
-0.4% · close 2026-09-08
-5% / -16% / +45%
1m / 3m / 12m
+38%
vs SPY since 2025-05-02
66%
of 52w range · -15.8% 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 XPO
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 |
|---|---|---|---|---|---|---|
| 📈 Trans-Pacific container volume collapse seizes up the physical logistics economy | ▼ SHORT | adjacent | MISS | -55.3% | -83.9 | 2026-05-02 |
The tape — what was actually said
every capture on any idea holding XPO, newest first · quotes verbatim, timestamps deep-link into the episode
Jason
support ×2
▼ on
📈 Trans-Pacific container volume collapse seizes up the physical logistics economy
E228 · 2025-05-17
▶ 45:39
we were sitting here a couple weeks ago and as I was mentioning, I know a lot of e-commerce folks and they were saying, layoffs coming, we don't have predictability.
Sacks
oppose ×2
▼ on
📈 Trans-Pacific container volume collapse seizes up the physical logistics economy
E226 · 2025-05-02
▶ 58:20
Okay. I don't remember the shelves being empty, which is now the new panic the media is trying to create. So look, there's a lot of pant sweating that's occurring here that's being fueled by the media.
AA
Aaron Levie
support ×2
▼ on
📈 Trans-Pacific container volume collapse seizes up the physical logistics economy
E226 · 2025-05-02
▶ 55:37
I think that you sort of phrase that we could do the research paper and we could do Aspen Institute as a bad thing, but also it could be a bad thing if you're the small business owner right now who has 30 employees and you just literally don't know what you're going to do next month.
Jason
support ×2
▼ on
📈 Trans-Pacific container volume collapse seizes up the physical logistics economy
E226 · 2025-05-02
▶ 28:08
And according to the thread that you shared, somewhere around early June, we're going to expect warehouses trucking the entire supply chain maybe to start to seize up or layoffs.
RY
Ryan Petersen
support ×3
▼ on
📈 Trans-Pacific container volume collapse seizes up the physical logistics economy
E226 · 2025-05-02
▶ 29:07
And what has happened is a 60% decline in bookings of ocean freight from China to the U S I mean, so that's really, really pretty dramatic, like probably exceeding what was expected.