AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
31
Episodes analysed
196
Ideas extracted
85
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
MA10 OF 16 ATTRIBUTED IDEAS · 63% OF THE TRACKED CONVERSATION
GOOGL7 OF 101 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
CRWD6 OF 8 ATTRIBUTED IDEAS · 75% OF THE TRACKED CONVERSATION
NVDA6 OF 186 ATTRIBUTED IDEAS · 3% OF THE TRACKED CONVERSATION
AMZN3 OF 85 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Caterpillar as a derivative AI infrastructure playPICKED UP BY CNBC FAST MONEY, BLOOMBERG SURVEILLANCE, WSJ WHAT'S NEWS
Lilly's underappreciated TAM and pipelinePICKED UP BY CNBC FAST MONEY, ANIMAL SPIRITS, WSJ WHAT'S NEWS
Foot Locker acquisition drags on Dick's earningsPICKED UP BY WSJ WHAT'S NEWS, CNBC FAST MONEY, EURODOLLAR UNIVERSITY
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