The Signal — Week 20, 2026

1046

Attributed ideas

123

Episodes

Shows

Most-discussed tickers · vs last week

1. NVDAIn-depth coverage

26 mentions · this week

+15 vs last week · 17 episodes

12 BULLISH · 7 BALANCED · 7 BEARISH

2. FWONKSubstantive discussion

22 mentions · this week

new this week · 1 episode

10 BULLISH · 4 BALANCED · 8 BEARISH

3. MUIn-depth coverage

15 mentions · this week

+9 vs last week · 10 episodes

10 BULLISH · 4 BALANCED · 1 BEARISH

4. SPYSubstantive discussion

12 mentions · this week

+6 vs last week · 9 episodes

6 BULLISH · 2 BALANCED · 4 BEARISH

5. DRVNIn-depth coverage

12 mentions · this week

new this week · 1 episode

10 BULLISH · 0 BALANCED · 2 BEARISH

6. GOOGLIn-depth coverage

10 mentions · this week

+2 vs last week · 9 episodes

2 BULLISH · 4 BALANCED · 4 BEARISH

7. METAIn-depth coverage

10 mentions · this week

+1 vs last week · 9 episodes

2 BULLISH · 2 BALANCED · 6 BEARISH

8. MSFTIn-depth coverage

10 mentions · this week

-10 vs last week · 7 episodes

1 BULLISH · 2 BALANCED · 7 BEARISH

9. AMZNIn-depth coverage

8 mentions · this week

level with last week · 6 episodes

1 BULLISH · 3 BALANCED · 4 BEARISH

10. JPMSubstantive discussion

7 mentions · this week

+6 vs last week · 4 episodes

1 BULLISH · 3 BALANCED · 3 BEARISH

Notable this week · attributed, linked to source

15 MAY15 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG

AI rerates enterprise software valuations

CRM, NOW, WDAY · Core thesisOpen in Zortix →

15 MAY15 MAYWEALTHION - BE FINANCIALLY RESILIENT · WEALTHION

Secular gold bull market driven by central banks

GLD · Core thesisOpen in Zortix →

15 MAY15 MAYMONETARY MATTERS WITH JACK FARLEY · ANDREW PERRY

Long agricultural commodities, short Europe & Australia

CORN, WEAT, SOYB · Core thesisOpen in Zortix →