AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
13
Episodes analysed
129
Ideas extracted
6
Tickers covered
4
Theses first heard here
Top names · share of all tracked discussion
NYT15 OF 17 ATTRIBUTED IDEAS · 88% OF THE TRACKED CONVERSATION
MSFT2 OF 95 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
WMT2 OF 28 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
JBHT1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
KNX1 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 PROF G MARKETS, THE POMP PODCAST, BLOOMBERG SURVEILLANCE, CNBC FAST MONEY
US policy split over Chinese memory chipsPICKED UP BY WHAT BITCOIN DID, WSJ WHAT'S NEWS, CNBC FAST MONEY
Data centers as a property tax playPICKED UP BY MOTLEY FOOL MONEY, MONETARY MATTERS WITH JACK FARLEY, A16Z PODCAST
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