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The weekly signal

Week 8, 2026

FEB 16 – FEB 22, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
421
Attributed ideas
44
Episodes
32
Shows
Most-discussed tickers · vs last week
1. VLRS
6 mentions · this week
new this week · 1 episode
2. MSFT
4 mentions · this week
+1 vs last week · 4 episodes
3. CRM
4 mentions · this week
+2 vs last week · 3 episodes
4. CSU.TO
3 mentions · this week
new this week · 1 episode
5. MSTR
3 mentions · this week
+1 vs last week · 1 episode
6. GOOG
2 mentions · this week
+1 vs last week · 2 episodes
7. META
2 mentions · this week
level with last week · 2 episodes
8. SPGI
2 mentions · this week
new this week · 2 episodes
9. COIN
2 mentions · this week
-2 vs last week · 1 episode
10. CW
2 mentions · this week
new this week · 1 episode
Notable this week · attributed, linked to source
20 FEB20 FEBALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 25:00
Epstein litigation as a half-billion dollar industry
“The guest framed the litigation against Epstein's estate and associated banks as a lucrative, incentive-driven industry for plaintiffs' lawyers, with lax claim criteria inflating victim counts.”
JPM, DB · 5/5Verify in source →
20 FEB20 FEBYET ANOTHER VALUE PODCAST · 05:00
Mexican airline consolidation to a duopoly
“The bull case for Volaris is that the merger with Viva Aerobus will reduce the domestic market from three to two players, leading to a structural step-change in fares and profitability.”
VLRS · 5/5Verify in source →
20 FEB20 FEBTHE COMPOUND AND FRIENDS · 10:00
AI bubble differs from historical precedents
“The speakers argued the current AI sell-off is not a traditional bubble bursting, but a market trying to identify winners and losers amid rapid change, similar to the telecom build-out of the late 1990s.”
MSFT · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION