JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
23
Episodes analysed
241
Ideas extracted
144
Tickers covered
8
Theses first heard here
Top names · share of all tracked discussion
MSFT17 OF 139 ATTRIBUTED IDEAS · 12% OF THE TRACKED CONVERSATION
NVDA17 OF 134 ATTRIBUTED IDEAS · 13% OF THE TRACKED CONVERSATION
AAPL16 OF 94 ATTRIBUTED IDEAS · 17% OF THE TRACKED CONVERSATION
GOOGL15 OF 147 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
AMZN13 OF 94 ATTRIBUTED IDEAS · 14% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
IBM mainframe business delayed by AI spendingPICKED UP BY MOTLEY FOOL MONEY, WSJ WHAT'S NEWS
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 →