Attention report
Forward Guidance
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
5
Episodes analysed
65
Ideas extracted
13
Tickers covered
29
Theses first heard here
Top names · share of all tracked discussion
META2 OF 179 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
NVDA2 OF 168 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
CSU.TO1 OF 2 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
DIS1 OF 8 ATTRIBUTED IDEAS · 13% OF THE TRACKED CONVERSATION
GOOGL1 OF 112 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI build-out's uncertain macro impactPICKED UP BY GOLDMAN SACHS EXCHANGES, BLOOMBERG SURVEILLANCE
Institutional crypto adoption bullish despite pricePICKED UP BY EURODOLLAR UNIVERSITY
AI financing shift from cash flow to capital marketsPICKED UP BY EURODOLLAR UNIVERSITY, THE JULIA LA ROCHE SHOW
AI makes biopharma the biggest application winnerPICKED UP BY BLOOMBERG SURVEILLANCE, CNBC FAST MONEY
Hyperscaler capex boom as statecraftPICKED UP BY GOLDMAN SACHS EXCHANGES: THE MARKETS, BLOOMBERG SURVEILLANCE
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