JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
54
Episodes analysed
259
Ideas extracted
86
Tickers covered
8
Theses first heard here
Top names · share of all tracked discussion
MSFT25 OF 139 ATTRIBUTED IDEAS · 18% OF THE TRACKED CONVERSATION
NVDA18 OF 134 ATTRIBUTED IDEAS · 13% OF THE TRACKED CONVERSATION
AAPL17 OF 94 ATTRIBUTED IDEAS · 18% OF THE TRACKED CONVERSATION
INTC14 OF 42 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
MU14 OF 83 ATTRIBUTED IDEAS · 17% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Microsoft's generational quarter crushes expectationsPICKED UP BY CNBC FAST MONEY
Micron as the market's wild, untamed beastPICKED UP BY THE ALPHA EXCHANGE
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