Week 18, 2026
The names podcasts discussed most and what changed.
WEEK 18, 2026 · APR 27 – MAY 3, 2026 · 54 SHOWS · 103 EPISODES · 746 IDEAS
Most-discussed · by number of shows
“Was” is the count the week before.
- METAMeta Platforms Inc.6 showsShows by the side of their latest take: 2 bullish, was 1; 3 balanced, was 2; 1 bearish, was 0
- GOOGLAlphabet Inc. Class A6 showsShows by the side of their latest take: 2 bullish, was 1; 4 balanced, was 0; 0 bearish, same
- NVDANVIDIA Corporation6 showsShows by the side of their latest take: 3 bullish, was 1; 3 balanced, was 1; 0 bearish, was 1
- SPYSPDR S&P 500 ETF Trust4 showsShows by the side of their latest take: 1 bullish, was 0; 1 balanced, same; 2 bearish, was 1
- AAPLApple Inc.4 showsShows by the side of their latest take: 1 bullish, was 2; 2 balanced, was 1; 1 bearish, was 0
- AMZNAmazon.com Inc.4 showsShows by the side of their latest take: 2 bullish, was 1; 1 balanced, was 0; 1 bearish, was 0
- MSFTMicrosoft Corporation4 showsShows by the side of their latest take: 2 bullish, was 0; 2 balanced, was 0; 0 bearish, same
- JPMJPMorgan Chase & Co.2 showsShows by the side of their latest take: 2 bullish, was 0; 0 balanced, same; 0 bearish, same
- WDAYWorkday, Inc.2 showsShows by the side of their latest take: 0 bullish, same; 0 balanced, same; 2 bearish, was 0
- GOOGAlphabet Inc. Class C2 showsShows by the side of their latest take: 1 bullish, was 0; 1 balanced, was 0; 0 bearish, same
What changed that week
- GOOGLAlphabet Inc. Class A
Discussed on 6 shows, up from 1 the week before.
Aggressive distribution drives outsized outcomesThe Tim Ferriss Show · 29 APR (29 APR) - MSFTMicrosoft Corporation
Discussed on 4 shows, up from 0 the week before.
AI infrastructure boom validated by cloud demandAll-In with Chamath, Jason, Sacks & Friedberg · 1 MAY (1 MAY) - INTCIntel Corporation
Not discussed that week, down from 3 the week before.
- MSFTMicrosoft Corporation
New that week: discussed on 4 shows, and on none the week before.
AI infrastructure boom validated by cloud demandAll-In with Chamath, Jason, Sacks & Friedberg · 1 MAY (1 MAY) - JPMJPMorgan Chase & Co.
New that week: discussed on 2 shows, and on none the week before.
People matter more than peers believeExcess Returns · Chris Davis · 27 APR (27 APR) - WDAYWorkday, Inc.
New that week: discussed on 2 shows, and on none the week before.
AI-native replatforming cracks Workday's moata16z Podcast · Joe Schmidt · 30 APR (30 APR)