Attention report
The Compound and Friends
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
8
Episodes analysed
139
Ideas extracted
58
Tickers covered
22
Theses first heard here
Top names · share of all tracked discussion
SPY8 OF 89 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
AAPL5 OF 97 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
META5 OF 179 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
NFLX5 OF 23 ATTRIBUTED IDEAS · 22% OF THE TRACKED CONVERSATION
MSFT3 OF 69 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Earnings growth offsets high yields for S&PPICKED UP BY PROF G MARKETS, CNBC FAST MONEY
US 10-year yield normal range of 4% to 5%PICKED UP BY THE DERIVATIVE, THOUGHTFUL MONEY, FORWARD GUIDANCE
Big tech's AI spending risks free cash flowPICKED UP BY THE DIVIDEND CAFE, THE ACQUIRERS PODCAST, MARKETPLACE
NVIDIA's vertical integration and ecosystem dominancePICKED UP BY THE TWENTY MINUTE VC, MONETARY MATTERS WITH JACK FARLEY
NVIDIA's $500B financing as circular debt riskPICKED UP BY THE TWENTY MINUTE VC
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