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The weekly signal

Week 34, 2026

AUG 17 – AUG 23, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
59
Attributed ideas
8
Episodes
8
Shows
Most-discussed tickers · vs last week
1. UBER
10 mentions · this week
+9 vs last week · 1 episode
2. SETM
1 mention · this week
new this week · 1 episode
3. STEP
1 mention · this week
new this week · 1 episode
Notable this week · attributed, linked to source
17 AUGTODAYANIMAL SPIRITS · 15:00
Critical materials as a non-tech AI play
“The guest argued that the Sprott Critical Materials ETF (SETM) offers a way to invest in the AI build-out through the underlying materials needed for data centers, batteries, and energy infrastructure, rather than through technology stocks.”
SETM · 5/5Verify in source →
17 AUGTODAYTHE TWENTY MINUTE VC · 10:00
Uber One membership as top consumer lever
“The guest argued Uber One is the most efficient long-term consumer lever for the company, with superior incremental gross bookings and lifetime value compared to short-term price promotions.”
UBER · 5/5Verify in source →
17 AUGTODAYTHE BEST EVER CRE SHOW · 20:30
Stepstone Group as a scaled fund-to-funds exemplar
“The host highlighted Stepstone Group as an incredible, scaled example of a pure asset management fund-to-funds business across multiple alternative asset classes.”
STEP · 2/5Verify in source →
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