Week 40, 2026
The names podcasts discussed most and what changed.
Most-discussed · by number of shows
“Was” is the count the week before.
- NVDANVIDIA Corporation19 showsShows by the side of their latest take: 10 bullish, was 6; 4 balanced, same; 5 bearish, was 3
- METAMeta Platforms Inc.15 showsShows by the side of their latest take: 5 bullish, was 7; 5 balanced, was 4; 5 bearish, same
- GOOGLAlphabet Inc. Class A12 showsShows by the side of their latest take: 5 bullish, was 1; 3 balanced, was 4; 4 bearish, was 6
- MUMicron Technology8 showsShows by the side of their latest take: 4 bullish, was 2; 1 balanced, was 2; 3 bearish, was 0
- AMZNAmazon.com Inc.7 showsShows by the side of their latest take: 3 bullish, was 4; 1 balanced, was 4; 3 bearish, was 4
- MSFTMicrosoft Corporation7 showsShows by the side of their latest take: 5 bullish, was 3; 1 balanced, was 3; 1 bearish, was 3
- NKENike Inc.7 showsShows by the side of their latest take: 0 bullish, same; 2 balanced, was 1; 5 bearish, was 2
- SPYSPDR S&P 500 ETF Trust6 showsShows by the side of their latest take: 1 bullish, same; 2 balanced, was 5; 3 bearish, was 4
- TLTiShares 20+ Year Treasury Bond ETF6 showsShows by the side of their latest take: 3 bullish, was 1; 1 balanced, same; 2 bearish, same
- ORCLOracle Corporation6 showsShows by the side of their latest take: 1 bullish, was 2; 0 balanced, was 2; 5 bearish, was 6
One-show deep dives, not ranked: TPB Turning Point Brands, Inc., 14 ideas on Yet Another Value PodcastTDG TransDigm Group INC, 13 ideas on We Study Billionaires - The Investors Podcast NetworkHEI HEICO CORP, 10 ideas on We Study Billionaires - The Investors Podcast Network
What changed that week
- NVDANVIDIA Corporation
Discussed on 19 shows, up from 13 the week before.
AI build-out faces a capital exhaustion crisisMonetary Matters with Jack Farley · Ed Zitron · 1 OCT (3W AGO) - AMZNAmazon.com Inc.
Discussed on 7 shows, down from 12 the week before.
AI agents threaten marketplace advertising revenuea16z Podcast · 30 SEP (3W AGO) - MUMicron Technology
Discussed on 8 shows, up from 4 the week before.
Memory supply tightness extends to 2027-28CNBC Fast Money · 30 SEP (3W AGO) - FICOFAIR ISAAC CORP
New that week: discussed on 2 shows, and on none the week before.
FICO short on monopoly greed and regulatory backlashProf G Markets · Steve Eisman · 2 OCT (2W AGO) - GDXVanEck Gold Miners ETF
New that week: discussed on 2 shows, and on none the week before.
Secular bull market in precious metalsThoughtful Money · Larry Lippard · 29 SEP (3W AGO) - ADMArcher-Daniels-Midland Co
New that week: discussed on 2 shows, and on none the week before.
ADM poised for bounce on grain rallyCNBC Fast Money · 2 OCT (2W AGO) - NVDANVIDIA Corporation
Shows split: 10 bullish, 4 balanced, 5 bearish, counting each show’s latest take.
Earlier weeks
- Week 38Sep 14 – Sep 20, 2026
- Week 37Sep 7 – Sep 13, 2026
- Week 36Aug 31 – Sep 6, 2026
- Week 35Aug 24 – Aug 30, 2026
- Week 34Aug 17 – Aug 23, 2026
- Week 33Aug 10 – Aug 16, 2026
More weeks
- Week 32Aug 3 – Aug 9, 2026
- Week 31Jul 27 – Aug 2, 2026
- Week 30Jul 20 – Jul 26, 2026
- Week 29Jul 13 – Jul 19, 2026
- Week 28Jul 6 – Jul 12, 2026
- Week 27Jun 29 – Jul 5, 2026
- Week 26Jun 22 – Jun 28, 2026
- Week 25Jun 15 – Jun 21, 2026
- Week 24Jun 8 – Jun 14, 2026
- Week 23Jun 1 – Jun 7, 2026
- Week 22May 25 – May 31, 2026
- Week 21May 18 – May 24, 2026
- Week 20May 11 – May 17, 2026
- Week 19May 4 – May 10, 2026
- Week 18Apr 27 – May 3, 2026