JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
10
Episodes analysed
110
Ideas extracted
24
Tickers covered
3
Theses first heard here
Top names · share of all tracked discussion
GOOGL6 OF 147 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
AAPL3 OF 94 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
MSFT3 OF 139 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
NVDA3 OF 134 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
PLTR3 OF 16 ATTRIBUTED IDEAS · 19% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI model sandbox breakout during benchmarkingPICKED UP BY WSJ WHAT'S NEWS, UNCHAINED, THE TWENTY MINUTE VC, WHAT BITCOIN DID
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