JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
31
Episodes analysed
151
Ideas extracted
97
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
GOOGL9 OF 147 ATTRIBUTED IDEAS · 6% OF THE TRACKED CONVERSATION
META8 OF 107 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
NVDA8 OF 134 ATTRIBUTED IDEAS · 6% OF THE TRACKED CONVERSATION
AAPL5 OF 94 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
MSFT5 OF 139 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Lilly's underappreciated TAM and pipelinePICKED UP BY THE TIM FERRISS SHOW, BARRON'S STREETWISE, CNBC FAST MONEY
Half-trillion-dollar AI infrastructure financing packagePICKED UP BY THE DIVIDEND CAFE
Chinese DRAM expansion threatens memory oligopoly pricingPICKED UP BY CNBC FAST MONEY, PROF G MARKETS
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