Attention report
Prof G Markets
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
22
Episodes analysed
297
Ideas extracted
33
Tickers covered
42
Theses first heard here
Top names · share of all tracked discussion
META12 OF 179 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
NVDA11 OF 168 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
AAPL9 OF 97 ATTRIBUTED IDEAS · 9% OF THE TRACKED CONVERSATION
CVX4 OF 12 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
DKNG4 OF 5 ATTRIBUTED IDEAS · 80% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
OpenAI slowing frontier research over alignment fearsPICKED UP BY BANKLESS
AI revenue concentrated in OpenAI/AnthropicPICKED UP BY MOTLEY FOOL MONEY
Meta's valuation compelling despite overhangsPICKED UP BY ANIMAL SPIRITS
AI boom led by proven, profitable giantsPICKED UP BY ANIMAL SPIRITS, WHAT BITCOIN DID, THE DIVIDEND CAFE, WEALTHION - BE FINANCIALLY RESILIENT
AI debt financing risks systemic ripple effectsPICKED UP BY EURODOLLAR UNIVERSITY
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