Insights
What the besties' calls reveal
Patterns mined from every scored call in the catalog — what has historically mattered, and where the besties stand right now. Tap any stat to see the calls behind it.
🤝The Consensus Meter
+36.7pp edgeWhen two or more besties agree, history says pay attention.
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Consensus = two or more besties holding the same current scored stance (medium+ conviction); a solo call is one only a single bestie made. Alpha is a call's return above the S&P over the same window; returns in the list below are since the besties' first call on the name.
Agreement has been worth +36.7pp more alpha than going it alone.
Where the besties agree today
23 names two or more besties are bullish on right now.
🎯The Conviction Signal
high: +44.3ppHow hard they commit predicts how the call pays off.
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Mean alpha of the index's calls, grouped by the strongest conviction a bestie put behind the bull case — high (stated plainly), medium (qualified), or low (a hedged aside, never scored). Bars share one scale. Hedged calls have historically been the ones to fade.
🔄The Flip Tracker
40 reversalsWho's changed their mind — tap a host to replay every reversal.
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A flip is a full bull↔bear reversal by the same host on the same company, counting only medium-or-higher-conviction takes; mixed and neutral moments in between don't count. Click a name to replay the whole journey on its price chart.
By host
Tap a bestie to see every name they reversed on.
Anthropic4× flips
BearishJun '24→BullishMar '25→BearishMar '26→BullishMar '26→BearishJun '26
OpenAI4× flips
BullishMay '24→BearishJun '24→BullishJun '24→BearishJul '24→BullishMay '25
GoogleGOOGL2× flips+113.3%
BullishMay '24→BearishAug '24→BullishNov '24
MetaMETA1× flip+16.2%
BullishJan '25→BearishJun '26
SalesforceCRM1× flip-29.2%
BearishMay '24→BullishMay '26
Andreessen Horowitz1× flip
BearishJul '24→BullishMay '26
OilUSO1× flip+58.0%
BullishMar '25→BearishMar '26
Scale AI1× flip
BullishJun '25→BearishJul '25
GoldGLD1× flip+79.5%
BearishMay '24→BullishMay '25
NVIDIANVDA1× flip+92.7%
BearishJul '24→BullishFeb '25
⚔️Open Duels
4 liveNames the besties are split on — and who's winning so far.
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A duel is a name where some besties' current scored stance is bullish and others' is bearish. The lead goes to whoever the stock has favored since the split crystallized — up for the bulls, down for the bears, with a ±2% dead zone counted as a push.