JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
8
Episodes analysed
86
Ideas extracted
62
Tickers covered
2
Theses first heard here
Top names · share of all tracked discussion
MSFT7 OF 139 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
CRM4 OF 20 ATTRIBUTED IDEAS · 20% OF THE TRACKED CONVERSATION
META4 OF 107 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
MU4 OF 83 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
NVDA4 OF 134 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
SpaceX attempts recovery amid upside options volumePICKED UP BY THE OPTIONS INSIDER RADIO NETWORK, WSJ WHAT'S NEWS, BLOOMBERG SURVEILLANCE, CNBC FAST MONEY
Amazon's in-house chips as a cost differentiatorPICKED UP BY THE TWENTY MINUTE VC, BLOOMBERG SURVEILLANCE
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