AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
14
Episodes analysed
164
Ideas extracted
14
Tickers covered
2
Theses first heard here
Top names · share of all tracked discussion
NVDA11 OF 186 ATTRIBUTED IDEAS · 6% OF THE TRACKED CONVERSATION
GRND9 OF 9 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
MU6 OF 39 ATTRIBUTED IDEAS · 15% OF THE TRACKED CONVERSATION
MRVL3 OF 8 ATTRIBUTED IDEAS · 38% OF THE TRACKED CONVERSATION
JPM2 OF 8 ATTRIBUTED IDEAS · 25% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Bitcoin's structural bull case: scarcity and Wall Street adoptionPICKED UP BY WHAT BITCOIN DID, WSJ WHAT'S NEWS, FORWARD GUIDANCE, CNBC FAST MONEY
Drone stocks' potential versus poor performancePICKED UP BY CNBC FAST MONEY, THOUGHTFUL MONEY
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