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The weekly signal

Week 18, 2026

APR 27 – MAY 3, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
813
Attributed ideas
95
Episodes
48
Shows
Most-discussed tickers · vs last week
1. NVDA
10 mentions · this week
-6 vs last week · 7 episodes
2. SPT
10 mentions · this week
new this week · 1 episode
3. META
9 mentions · this week
+2 vs last week · 5 episodes
4. FRFHF
9 mentions · this week
new this week · 1 episode
5. PSMT
9 mentions · this week
new this week · 1 episode
6. GOOGL
7 mentions · this week
-3 vs last week · 5 episodes
7. SPY
7 mentions · this week
-1 vs last week · 5 episodes
8. MSFT
7 mentions · this week
+4 vs last week · 4 episodes
9. FFH.TO
7 mentions · this week
new this week · 1 episode
10. AAPL
5 mentions · this week
-6 vs last week · 5 episodes
Notable this week · attributed, linked to source
3 MAY3 MAYTHOUGHTFUL MONEY · 06:00
Midstream MLP funds offer income and discount
“The guest argued that midstream energy infrastructure funds (MLPs) trading at discounts offer attractive income, with their business model being resilient as it depends on volume more than commodity price.”
EMO, KYN, NML · 5/5Verify in source →
3 MAY3 MAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 57:49
Concentration acceptable for exceptional businesses
“The case made was that high portfolio concentration in exceptional, rare businesses is a rational strategy, as evidenced by successful entrepreneurs and families.”
CSU.TO · 5/5Verify in source →
1 MAY1 MAYALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 15:45
AI's fundamental constraint is power, not demand
“The thesis presented: missed growth forecasts by AI companies are due to a supply-constrained market for power and compute, not a lack of demand, creating a strategic advantage for those with excess capacity.”
ORCL, AMZN, META · 5/5Verify in source →
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