Attention report
Animal Spirits
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
139
Ideas extracted
26
Tickers covered
20
Theses first heard here
Top names · share of all tracked discussion
NVDA9 OF 168 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
META8 OF 179 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
MSFT6 OF 69 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
AMZN5 OF 68 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
GOOGL5 OF 112 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI's rate immunity shields the economyPICKED UP BY THOUGHTFUL MONEY, THE POMP PODCAST, BLOOMBERG SURVEILLANCE
Nike's turnaround faces structural challengesPICKED UP BY ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, CNBC FAST MONEY, BLOOMBERG SURVEILLANCE, THE COMPOUND AND FRIENDS, PROF G MARKETS
AI CapEx boom powers S&P 500 earningsPICKED UP BY THE COMPOUND AND FRIENDS
Asymmetric risk-reward skew in TreasuriesPICKED UP BY BARRON'S STREETWISE
Software stocks derated on AI disruption fearsPICKED UP BY MASTERS IN BUSINESS, EXCESS RETURNS
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