+0.0
net board stance
what this means
197.66
-3.1% · close 2026-11-06
-7% / +17% / -38%
1m / 3m / 12m
-49%
vs SPY since 2025-08-01
37%
of 52w range · -40.3% off high
—
hit rate as primary
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 E220 · silent for 75 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 ZS
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 | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🤖 Cloud security is the gating constraint on hyperscaler growth | ▲ LONG | adjacent | RIGHT | +56.1% | +40.3 | 2025-07-19 |
The tape — what was actually said
every capture on any idea holding ZS, newest first · quotes verbatim, timestamps deep-link into the episode
Cyan Banister
support ×2
▲ on
🤖 Cloud security is the gating constraint on hyperscaler growth
E220 · 2025-03-22
▶ 56:38
When this investment was initially made, there was not a lot of money going into security. There still isn't. It's an under-invested category and with AI and the threat of the types of things that people can build and vibe-coding and everything in between, you're going to need better security. I'm excited to see that maybe this might become an investable category.
Friedberg
support ×2
▲ on
🤖 Cloud security is the gating constraint on hyperscaler growth
E220 · 2025-03-22
▶ 50:24
security has become such a kind of top requirement and product category that it now effectively enables a Beachhead type model to be successful
Friedberg
support ×3
▲ on
🤖 Cloud security is the gating constraint on hyperscaler growth
E189 · 2024-07-26
▶ 9:59
if Wiz continues to grow at this rate, it's conceivable they could be in the range of a Palo Alto Network's $100 billion market cap in a couple of years, given this momentum and if you progress it forward.
Chamath
support ×2
▲ on
🤖 Cloud security is the gating constraint on hyperscaler growth
E189 · 2024-07-26
▶ 5:16
I think it just goes to show you how bad security is in the cloud and how needed it is. So it doesn't surprise me that Google wouldn't buy something like this. I think Amazon and Microsoft would probably want something like it as well.
Chamath
support ×3
▲ on
🤖 Cloud security is the gating constraint on hyperscaler growth
E188 · 2024-07-19
▶ 1:08:07
in the absence of cloud security, these cloud vendors are going to be constrained in how fast they can grow. So, what an incredible market.