Week 30, 2026
The names podcasts discussed most and what changed.
WEEK 30, 2026 · JUL 20 – JUL 26, 2026 · 61 SHOWS · 172 EPISODES · 865 IDEAS
Most-discussed · by number of shows
“Was” is the count the week before.
- GOOGLAlphabet Inc. Class A17 showsShows by the side of their latest take: 6 bullish, was 4; 5 balanced, was 0; 6 bearish, was 5
- AMZNAmazon.com Inc.12 showsShows by the side of their latest take: 6 bullish, was 2; 3 balanced, was 1; 3 bearish, was 4
- MSFTMicrosoft Corporation12 showsShows by the side of their latest take: 5 bullish, was 2; 4 balanced, was 1; 3 bearish, was 4
- TSLATesla Inc.9 showsShows by the side of their latest take: 3 bullish, was 1; 0 balanced, was 1; 6 bearish, was 1
- NVDANVIDIA Corporation9 showsShows by the side of their latest take: 7 bullish, was 6; 1 balanced, same; 1 bearish, was 6
- METAMeta Platforms Inc.8 showsShows by the side of their latest take: 1 bullish, was 3; 3 balanced, was 1; 4 bearish, was 5
- BTCGrayscale Bitcoin Mini Trust (BTC)6 showsShows by the side of their latest take: 4 bullish, was 3; 1 balanced, was 0; 1 bearish, was 0
- MUMicron Technology6 showsShows by the side of their latest take: 4 bullish, was 3; 0 balanced, was 2; 2 bearish, was 4
- ORCLOracle Corporation5 showsShows by the side of their latest take: 0 bullish, was 1; 1 balanced, was 0; 4 bearish, was 3
- AAPLApple Inc.5 showsShows by the side of their latest take: 2 bullish, was 7; 3 balanced, was 1; 0 bearish, was 1
What changed that week
- GOOGLAlphabet Inc. Class A
Discussed on 17 shows, up from 9 the week before.
AI CapEx buildout precedes massive cash flowThoughtful Money · Lance Roberts · 25 JUL (25 JUL) - TSLATesla Inc.
Discussed on 9 shows, up from 3 the week before.
Tesla as an asymmetric Value 3.0 compounderWe Study Billionaires - The Investors Podcast Network · Chris Begg · 26 JUL (26 JUL) - TSMTaiwan Semiconductor Manufacturing
Discussed on 1 show, down from 7 the week before.
Tech rotation risk despite solid AI fundamentalsBloomberg Surveillance · Kay Herr · 20 JUL (20 JUL) - GMGeneral Motors Company
New that week: discussed on 3 shows, and on none the week before.
GM delivers margin expansion through digital revenue growthBloomberg Surveillance · Emily Roland · 21 JUL (21 JUL) - RDDTReddit, Inc.
New that week: discussed on 3 shows, and on none the week before.
Reddit's strong negotiating hand with AI giantsChit Chat Stocks · 24 JUL (24 JUL) - NOWServiceNow Inc.
New that week: discussed on 2 shows, and on none the week before.
ServiceNow's sticky enterprise retentionChit Chat Stocks · 24 JUL (24 JUL) - GOOGLAlphabet Inc. Class A
Shows split: 6 bullish, 5 balanced, 6 bearish, counting each show’s latest take.