AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
13
Episodes analysed
144
Ideas extracted
22
Tickers covered
3
Theses first heard here
Top names · share of all tracked discussion
AMZN18 OF 85 ATTRIBUTED IDEAS · 21% OF THE TRACKED CONVERSATION
GOOGL16 OF 101 ATTRIBUTED IDEAS · 16% OF THE TRACKED CONVERSATION
MSFT16 OF 95 ATTRIBUTED IDEAS · 17% OF THE TRACKED CONVERSATION
META15 OF 91 ATTRIBUTED IDEAS · 16% OF THE TRACKED CONVERSATION
AAPL6 OF 41 ATTRIBUTED IDEAS · 15% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Meta's valuation compelling despite overhangsPICKED UP BY CNBC FAST MONEY, THE COMPOUND AND FRIENDS, MOTLEY FOOL MONEY
Tariff uncertainty poses ongoing corporate margin risksPICKED UP BY MARKETPLACE
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