JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
69
Ideas extracted
6
Tickers covered
1
Theses first heard here
Top names · share of all tracked discussion
ABNB1 OF 5 ATTRIBUTED IDEAS · 20% OF THE TRACKED CONVERSATION
AMZN1 OF 94 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
DKNG1 OF 3 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
GOOGL1 OF 147 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
META1 OF 107 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI CapEx buildout precedes massive cash flowPICKED UP BY CNBC FAST MONEY, WSJ WHAT'S NEWS, THOUGHTFUL MONEY, THE POMP PODCAST, ANIMAL SPIRITS, THE TWENTY MINUTE VC, PROF G MARKETS
Run this show? This report arrives by email on the 1st of every month once the page is claimed — along with the page blurb, your own links, and the embed widget. Claim this page →