The weekly signal
Week 19, 2026
MAY 4 – MAY 10, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
893
Attributed ideas
103
Episodes
49
Shows
Most-discussed tickers · vs last week
1. MSFTIn-depth coverage
+13 vs last week · 9 episodes
10 BULLISH · 4 BALANCED · 6 BEARISH
2. NVDAIn-depth coverage
+1 vs last week · 8 episodes
6 BULLISH · 4 BALANCED · 1 BEARISH
3. METAIn-depth coverage
-1 vs last week · 6 episodes
3 BULLISH · 2 BALANCED · 4 BEARISH
4. NKEIn-depth coverage
+8 vs last week · 1 episode
9 BULLISH · 0 BALANCED · 0 BEARISH
5. AMZNIn-depth coverage
+2 vs last week · 7 episodes
2 BULLISH · 5 BALANCED · 1 BEARISH
6. GOOGLIn-depth coverage
+1 vs last week · 5 episodes
4 BULLISH · 1 BALANCED · 3 BEARISH
7. BRK.BSubstantive discussion
+4 vs last week · 1 episode
4 BULLISH · 4 BALANCED · 0 BEARISH
8. STVNIn-depth coverage
new this week · 1 episode
6 BULLISH · 1 BALANCED · 0 BEARISH
9. SPYIn-depth coverage
-1 vs last week · 5 episodes
2 BULLISH · 1 BALANCED · 3 BEARISH
10. MUIn-depth coverage
+4 vs last week · 3 episodes
4 BULLISH · 1 BALANCED · 1 BEARISH
Notable this week · attributed, linked to source
10 MAY10 MAYEXCESS RETURNS · BRENT KOCHUBA
Market poised for volatility expansion post-May OpEx
SPY, NVDA · Core thesisOpen in Zortix →
10 MAY10 MAYYET ANOTHER VALUE PODCAST
Liberty Global as a sum-of-the-parts spinoff play
LBTYK · Core thesisOpen in Zortix →
9 MAY9 MAYEURODOLLAR UNIVERSITY
Apollo's transparency signals private credit rot
APO · Core thesisOpen in Zortix →