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The weekly signal

Week 31, 2026

JUL 27 – AUG 2, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
1338
Attributed ideas
181
Episodes
55
Shows
Most-discussed tickers · vs last week
1. MSFT
51 mentions · this week
+12 vs last week · 40 episodes
2. GOOGL
44 mentions · this week
-18 vs last week · 38 episodes
3. AMZN
40 mentions · this week
+14 vs last week · 29 episodes
4. META
39 mentions · this week
+23 vs last week · 30 episodes
5. NVDA
33 mentions · this week
+1 vs last week · 27 episodes
6. AAPL
31 mentions · this week
+9 vs last week · 23 episodes
7. MU
23 mentions · this week
+10 vs last week · 18 episodes
8. INTU
16 mentions · this week
new this week · 1 episode
9. ORCL
11 mentions · this week
-9 vs last week · 10 episodes
10. TSLA
10 mentions · this week
-22 vs last week · 9 episodes
Notable this week · attributed, linked to source
2 AUGTODAYEXCESS RETURNS · 13:20
S&P margin boom is cyclical leverage, not productivity
“The speaker argued that the expansion in S&P 500 net profit margins is driven by cyclical operating leverage in semiconductors, not a sustainable productivity boom, setting up a future precipitous decline.”
GOOGL · 5/5Verify in source →
2 AUGTODAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 2:30
Intuit undervalued after AI narrative reset
“The bull case argued for Intuit: the stock is materially undervalued at 15-16x trailing earnings, having derated from 60x, with a fair value estimate of ~$400 per share.”
INTU · 5/5Verify in source →
1 AUGYESTERDAYEURODOLLAR UNIVERSITY · 2:30
AI bubble manifests in credit, not equity
“The thesis argued is that the AI bubble is primarily a credit bubble, with debt market signals like surging CDS spreads and weak bond demand indicating a shift from financing growth to pricing risk.”
ORCL, AMZN, META · 5/5Verify in source →
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