The weekly signal
Week 22, 2026
MAY 25 – MAY 31, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
1113
Attributed ideas
118
Episodes
48
Shows
Most-discussed tickers · vs last week
1. NVDASubstantive discussion
-9 vs last week · 13 episodes
10 BULLISH · 8 BALANCED · 3 BEARISH
2. MUSubstantive discussion
+13 vs last week · 12 episodes
8 BULLISH · 4 BALANCED · 7 BEARISH
3. NVRIn-depth coverage
new this week · 1 episode
9 BULLISH · 3 BALANCED · 3 BEARISH
4. GOOGLSubstantive discussion
-3 vs last week · 12 episodes
8 BULLISH · 1 BALANCED · 5 BEARISH
5. METAIn-depth coverage
-2 vs last week · 8 episodes
5 BULLISH · 2 BALANCED · 4 BEARISH
6. TOSTIn-depth coverage
new this week · 1 episode
11 BULLISH · 0 BALANCED · 0 BEARISH
7. AMZNSubstantive discussion
+1 vs last week · 8 episodes
4 BULLISH · 3 BALANCED · 3 BEARISH
8. AAPLSubstantive discussion
+6 vs last week · 8 episodes
5 BULLISH · 2 BALANCED · 1 BEARISH
9. MSFTSubstantive discussion
-3 vs last week · 6 episodes
2 BULLISH · 1 BALANCED · 5 BEARISH
10. SPYIn-depth coverage
-1 vs last week · 3 episodes
4 BULLISH · 0 BALANCED · 4 BEARISH
Notable this week · attributed, linked to source
29 MAY29 MAYCNBC FAST MONEY
Dell's AI server demand is durable and accelerating
DELL · Core thesisOpen in Zortix →
29 MAY29 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI-driven job displacement as a corporate earnings lever
META, AMZN, SQ · Core thesisOpen in Zortix →
29 MAY29 MAYBARRON'S STREETWISE
Nike turnaround slower than Wall Street expects
NKE · Core thesisOpen in Zortix →