Week 22, 2026
The names podcasts discussed most and what changed.
WEEK 22, 2026 · MAY 25 – MAY 31, 2026 · 54 SHOWS · 125 EPISODES · 967 IDEAS
Most-discussed · by number of shows
“Was” is the count the week before.
- MUMicron Technology10 showsShows by the side of their latest take: 4 bullish, was 0; 1 balanced, was 0; 5 bearish, was 3
- GOOGLAlphabet Inc. Class A9 showsShows by the side of their latest take: 5 bullish, was 1; 1 balanced, was 3; 3 bearish, was 2
- NVDANVIDIA Corporation8 showsShows by the side of their latest take: 3 bullish, was 4; 4 balanced, was 3; 1 bearish, was 5
- AAPLApple Inc.6 showsShows by the side of their latest take: 4 bullish, was 0; 2 balanced, was 0; 0 bearish, was 1
- AMZNAmazon.com Inc.6 showsShows by the side of their latest take: 2 bullish, was 3; 3 balanced, same; 1 bearish, was 0
- METAMeta Platforms Inc.5 showsShows by the side of their latest take: 2 bullish, was 1; 2 balanced, was 3; 1 bearish, was 4
- MSFTMicrosoft Corporation5 showsShows by the side of their latest take: 2 bullish, was 1; 1 balanced, was 3; 2 bearish, same
- CRMSalesforce Inc.4 showsShows by the side of their latest take: 2 bullish, was 0; 0 balanced, same; 2 bearish, was 0
- AMDAdvanced Micro Devices Inc.3 showsShows by the side of their latest take: 2 bullish, was 1; 0 balanced, same; 1 bearish, was 0
- JPMJPMorgan Chase & Co.3 showsShows by the side of their latest take: 1 bullish, was 0; 1 balanced, was 0; 1 bearish, same
One-show deep dives, not ranked: NVR NVR INC, 15 ideas on We Study Billionaires - The Investors Podcast NetworkTOST Toast, Inc., 5 ideas on Business Breakdowns
What changed that week
- MUMicron Technology
Discussed on 10 shows, up from 3 the week before.
Memory and semiconductor valuations stretched, cycle inevitableYet Another Value Podcast · 31 MAY (31 MAY) - SPYSPDR S&P 500 ETF Trust
Discussed on 2 shows, down from 8 the week before.
Market correction likely after extended rallyThoughtful Money · Lance Roberts · 30 MAY (30 MAY) - AAPLApple Inc.
Discussed on 6 shows, up from 1 the week before.
Apple's AI optionality as a potential tailwindCNBC Fast Money · 29 MAY (29 MAY) - CRMSalesforce Inc.
New that week: discussed on 4 shows, and on none the week before.
Legacy enterprise software lacks AI narrative momentumCNBC Fast Money · 27 MAY (27 MAY) - GSGoldman Sachs Group
New that week: discussed on 3 shows, and on none the week before.
Private credit default rates hit record highEurodollar University · 26 MAY (26 MAY) - AEMAGNICO EAGLE MINES LTD
New that week: discussed on 2 shows, and on none the week before.
Gold miners offer historic valuePalisades Gold Radio · Adrian Day · 27 MAY (27 MAY) - MUMicron Technology
Shows split: 4 bullish, 1 balanced, 5 bearish, counting each show’s latest take.