Week 29, 2026
The names podcasts discussed most and what changed.
WEEK 29, 2026 · JUL 13 – JUL 19, 2026 · 60 SHOWS · 174 EPISODES · 891 IDEAS
Most-discussed · by number of shows
“Was” is the count the week before.
- NVDANVIDIA Corporation13 showsShows by the side of their latest take: 6 bullish, was 5; 1 balanced, same; 6 bearish, was 3
- GOOGLAlphabet Inc. Class A9 showsShows by the side of their latest take: 4 bullish, same; 0 balanced, was 4; 5 bearish, was 1
- MUMicron Technology9 showsShows by the side of their latest take: 3 bullish, same; 2 balanced, was 4; 4 bearish, was 2
- METAMeta Platforms Inc.9 showsShows by the side of their latest take: 3 bullish, was 8; 1 balanced, same; 5 bearish, was 1
- AAPLApple Inc.9 showsShows by the side of their latest take: 7 bullish, was 8; 1 balanced, was 0; 1 bearish, was 0
- MSFTMicrosoft Corporation7 showsShows by the side of their latest take: 2 bullish, was 5; 1 balanced, was 3; 4 bearish, same
- TSMTaiwan Semiconductor Manufacturing7 showsShows by the side of their latest take: 4 bullish, was 1; 1 balanced, same; 2 bearish, was 1
- AMZNAmazon.com Inc.7 showsShows by the side of their latest take: 2 bullish, was 8; 1 balanced, was 0; 4 bearish, was 1
- JPMJPMorgan Chase & Co.6 showsShows by the side of their latest take: 2 bullish, was 1; 2 balanced, was 0; 2 bearish, was 0
- INTCIntel Corporation6 showsShows by the side of their latest take: 1 bullish, same; 2 balanced, was 0; 3 bearish, was 0
One-show deep dives, not ranked: PDD PDD Holdings (ADR), 7 ideas on We Study Billionaires - The Investors Podcast Network
What changed that week
- MSFTMicrosoft Corporation
Discussed on 7 shows, down from 12 the week before.
AI capex gap signals earnings bubble collapseThoughtful Money · Fred Hickey · 14 JUL (14 JUL) - JPMJPMorgan Chase & Co.
Discussed on 6 shows, up from 1 the week before.
Banks face growing private credit & non-bank exposureThe Julia La Roche Show · Chris Whalen · 18 JUL (18 JUL) - INTCIntel Corporation
Discussed on 6 shows, up from 1 the week before.
Intel faces severe operational and solvency risksa16z Podcast · 15 JUL (15 JUL) - CCitigroup Inc.
New that week: discussed on 5 shows, and on none the week before.
Citigroup's multi-year restructuring drives massive relative outperformanceThe Compound and Friends · 14 JUL (14 JUL) - IBMINTERNATIONAL BUSINESS MACHINES CORP
New that week: discussed on 5 shows, and on none the week before.
Overly sharp drop creates IBM buying opportunityCNBC Fast Money · 14 JUL (14 JUL) - AMATApplied Materials Inc.
New that week: discussed on 4 shows, and on none the week before.
Broadening market rotation beyond semiconductor high-flyersThoughtful Money · Lance Roberts · 18 JUL (18 JUL) - NVDANVIDIA Corporation
Shows split: 6 bullish, 1 balanced, 6 bearish, counting each show’s latest take.