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Attention report

Prof G Markets

SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
22
Episodes analysed
297
Ideas extracted
33
Tickers covered
38
Theses first heard here

Top names · share of all tracked discussion

META12 OF 179 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
NVDA11 OF 168 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
AAPL9 OF 97 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
CVX4 OF 12 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
DKNG4 OF 5 ATTRIBUTED IDEAS · 80% OF THE TRACKED CONVERSATION

Theses first heard here, picked up this month

OpenAI slowing frontier research over alignment fearsPICKED UP BY BANKLESS
AI revenue concentrated in OpenAI/AnthropicPICKED UP BY MOTLEY FOOL MONEY
Meta's valuation compelling despite overhangsPICKED UP BY ANIMAL SPIRITS
AI debt financing risks systemic ripple effectsPICKED UP BY EURODOLLAR UNIVERSITY
Apple's licensing fee strategy for AIPICKED UP BY BLOOMBERG SURVEILLANCE, MASTERS IN BUSINESS

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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION