JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
92
Ideas extracted
51
Tickers covered
7
Theses first heard here
Top names · share of all tracked discussion
NFLX6 OF 24 ATTRIBUTED IDEAS · 25% OF THE TRACKED CONVERSATION
NVDA5 OF 134 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
MU4 OF 83 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
WDC4 OF 14 ATTRIBUTED IDEAS · 29% OF THE TRACKED CONVERSATION
META3 OF 107 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI industry's chaotic messaging creates a PR crisisPICKED UP BY THE POMP PODCAST
AI trade intact as theme, not as momentumPICKED UP BY THE COMPOUND AND FRIENDS
Netflix original content lull and attention headwindsPICKED UP BY THE COMPOUND AND FRIENDS
Ethereum moves past smart contract roadmap uncertaintyPICKED UP BY BANKLESS
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 →