JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
52
Episodes analysed
182
Ideas extracted
90
Tickers covered
3
Theses first heard here
Top names · share of all tracked discussion
GOOGL10 OF 147 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
META9 OF 107 ATTRIBUTED IDEAS · 8% OF THE TRACKED CONVERSATION
NVDA9 OF 134 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
TSLA7 OF 54 ATTRIBUTED IDEAS · 13% OF THE TRACKED CONVERSATION
BA6 OF 9 ATTRIBUTED IDEAS · 67% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Apple's supply constraint, not demand problemPICKED UP BY BLOOMBERG SURVEILLANCE
Run this show? This report arrives by email on the 1st of every month once the page is claimed — along with the page blurb, your own links, and the embed widget. Claim this page →