JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
24
Episodes analysed
160
Ideas extracted
54
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
META16 OF 107 ATTRIBUTED IDEAS · 15% OF THE TRACKED CONVERSATION
GOOGL15 OF 147 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
MSFT13 OF 139 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
NVDA13 OF 134 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
AMZN9 OF 94 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Tariff uncertainty poses ongoing corporate margin risksPICKED UP BY MARKETPLACE
Legal delays strain Paramount-WBD merger pathPICKED UP BY CNBC FAST MONEY
Oracle faces severe debt and cash flow strainPICKED UP BY THOUGHTFUL MONEY
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