Attention report
Animal Spirits
AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
8
Episodes analysed
101
Ideas extracted
18
Tickers covered
6
Theses first heard here
Top names · share of all tracked discussion
MSFT4 OF 95 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
META3 OF 91 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
AMZN2 OF 85 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
GOOGL2 OF 101 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
NVDA2 OF 186 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI trade intact as theme, not as momentumPICKED UP BY YET ANOTHER VALUE PODCAST, CNBC FAST MONEY, MOTLEY FOOL MONEY, EXCESS RETURNS, THE POMP PODCAST, REAL VISION DAILY BRIEFING
AI industry's chaotic messaging creates a PR crisisPICKED UP BY BLOOMBERG SURVEILLANCE, THE TWENTY MINUTE VC, FORWARD GUIDANCE, PROF G MARKETS, UNCHAINED, THE POMP PODCAST, CNBC FAST MONEY, WSJ WHAT'S NEWS, ODD LOTS, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, MOTLEY FOOL MONEY, THOUGHTFUL MONEY, THE COMPOUND AND FRIENDS, A16Z PODCAST
On Holding prioritizes margin over growthPICKED UP BY CNBC FAST MONEY, MOTLEY FOOL MONEY
Critical materials as a non-tech AI playPICKED UP BY THOUGHTFUL MONEY, WEALTHION - BE FINANCIALLY RESILIENT
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