JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
16
Episodes analysed
101
Ideas extracted
12
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
AAPL6 OF 94 ATTRIBUTED IDEAS · 6% OF THE TRACKED CONVERSATION
MU3 OF 83 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
000660.KS2 OF 28 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
AMZN2 OF 94 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
GOOGL2 OF 147 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Apple's low-CapEx outsourced AI strategyPICKED UP BY MOTLEY FOOL MONEY, CNBC FAST MONEY, BLOOMBERG SURVEILLANCE
US policy split over Chinese memory chipsPICKED UP BY WSJ WHAT'S NEWS, CNBC FAST MONEY
Asian LNG demand outbids Europe, lifting pricesPICKED UP BY PALISADES GOLD RADIO
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