Attention report
The Compound and Friends
AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
9
Episodes analysed
164
Ideas extracted
59
Tickers covered
3
Theses first heard here
Top names · share of all tracked discussion
IMAX11 OF 12 ATTRIBUTED IDEAS · 92% OF THE TRACKED CONVERSATION
META11 OF 91 ATTRIBUTED IDEAS · 12% OF THE TRACKED CONVERSATION
GOOGL7 OF 101 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
AMZN6 OF 85 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
MSFT6 OF 95 ATTRIBUTED IDEAS · 6% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
SpaceX attempts recovery amid upside options volumePICKED UP BY MONETARY MATTERS WITH JACK FARLEY, BLOOMBERG SURVEILLANCE, MOTLEY FOOL MONEY, THE OPTIONS INSIDER RADIO NETWORK, WSJ WHAT'S NEWS, CNBC FAST MONEY, PROF G MARKETS, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, THE POMP PODCAST
Amazon's in-house chips as a cost differentiatorPICKED UP BY THE TWENTY MINUTE VC, PROF G MARKETS, MOTLEY FOOL MONEY, CNBC FAST MONEY, WSJ WHAT'S NEWS, A16Z PODCAST, BLOOMBERG SURVEILLANCE, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
CrowdStrike's $5B ARR milestone a re-rating catalystPICKED UP BY MOTLEY FOOL MONEY
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