Attention report
Odd Lots
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
15
Episodes analysed
172
Ideas extracted
13
Tickers covered
21
Theses first heard here
Top names · share of all tracked discussion
HD8 OF 42 ATTRIBUTED IDEAS · 19% OF THE TRACKED CONVERSATION
META3 OF 179 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
ABBN.SW1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
BA1 OF 7 ATTRIBUTED IDEAS · 14% OF THE TRACKED CONVERSATION
BAESY1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Apple's low-CapEx outsourced AI strategyPICKED UP BY MOTLEY FOOL MONEY, EURODOLLAR UNIVERSITY
AI's primary impact: hiring cautionPICKED UP BY ANIMAL SPIRITS, WEALTHION - BE FINANCIALLY RESILIENT
Treasury buybacks aim to improve off-the-run liquidityPICKED UP BY WHAT BITCOIN DID, AFFORD ANYTHING
AI's physical constraint: data center sitingPICKED UP BY PROF G MARKETS, A16Z PODCAST, THE BUSINESS BREW, MONETARY MATTERS WITH JACK FARLEY
Japan setup: long currency and bondsPICKED UP BY EURODOLLAR UNIVERSITY, MONETARY MATTERS WITH JACK FARLEY
Run this show? This report arrives by email on the 1st of every month once the page is claimed — along with the page blurb, your own links, and the embed widget. Claim this page →