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The Daily EditionARCHIVE

Every day’s lead idea

55 EDITIONS · SELECTED BY DISCUSSION DEPTH · A QUIET DAY IS AN ABSENT DATE, NEVER PADDED

October 2026

18WHAT BITCOIN DID
Bitcoin treasury companies as a barbell strategy
ASST
17ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
CoreWeave's debt repricing as a confidence test
CRWV
16EXCESS RETURNS
Walmart outperformance signals economic stress
WMT
15THE OPTIONS INSIDER RADIO NETWORK
Silver's technical breakdown after consolidation
SI
14IN GOOD COMPANY WITH NICOLAI TANGEN
Turnaround recipe: people, product, then monetization
MTCH
13PROF G MARKETS
Nvidia as the AI ecosystem's too-big-to-fail bank
NVDA
12THE POMP PODCAST
Amazon options trade on CapEx clarity
AMZN
11THOUGHTFUL MONEY
Gold and silver pullback as a buying opportunity
GLD
10WSJ WHAT'S NEWS
War-driven crack spreads lift US refiners
VLO
9THE COMPOUND AND FRIENDS
Stealth correction driven by rising rates
SPY
8WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Chinese property bust hits aspirational luxury
MC.PA
7PROF G MARKETS
Circular financing as an AI ecosystem risk
AMZN
6THE ALPHA EXCHANGE
Equities driven by passive flows, not value
SPY
5PROF G MARKETS
Apple's smart home hub as a major growth bet
AAPL
4WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
HEICO's low-cost provider advantage
HEI
3THE TWENTY MINUTE VC
GPU depreciation cycles may extend beyond six years
NVDA
2THE OPTIONS INSIDER RADIO NETWORK
Market breadth diverges from mega-cap rally
SPY
1EXCESS RETURNS
Tesla's mission shift from cars to energy
TSLA

September 2026

30A16Z PODCAST
Hyperscaler CapEx approaching $1 trillion annually
GOOGL
29BLOOMBERG SURVEILLANCE
High-quality corporate bonds attractive at 6% yields
MSFT
28THE OPTIONS INSIDER RADIO NETWORK
Collar strategy for high-volatility 'boring' stocks
META
27MOTLEY FOOL MONEY
Apple Store as the missing go-to-market link
AAPL
26THOUGHTFUL MONEY
Market weakness masked by mega-cap tech
RSP
25MOTLEY FOOL MONEY
Muse AI assistant faces low barriers and trust issues
META
24BLOOMBERG SURVEILLANCE
Oil price as key S&P swing factor
USO
23ANIMAL SPIRITS
AI's 'house of cards' versus resilient giants
NVDA
22YET ANOTHER VALUE PODCAST
Shift4's organic growth driver: Shift4Dine POS
FOUR
21THE OPTIONS INSIDER RADIO NETWORK
Meta collar trade as active risk management
META
20THOUGHTFUL MONEY
S&P 500 target pushed to mid-2025
SPY
19MONETARY MATTERS WITH JACK FARLEY
Natural buyers of long Treasuries have shifted to private credit
TLT
18YET ANOTHER VALUE PODCAST
Netflix as a value stock executing on margins
NFLX
17ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Meta's data center compact as a community prototype
META
16WEALTHION - BE FINANCIALLY RESILIENT
NASDAQ melt-up to 39k before a crash
QQQ
15MOTLEY FOOL MONEY
Government equity stakes as a new investment theme
LMNR
14EXCESS RETURNS
S&P earnings growth faces three-way pressure
SPY
13MONETARY MATTERS WITH JACK FARLEY
Hedging junior mining exposure is very tricky
GDXJ
12COMMODITY CULTURE
Silver's massive relative revaluation versus gold
SLV
11BANKLESS
Tokenized stocks as a global access unlock
HOOD
10THE OPTIONS INSIDER RADIO NETWORK
Zero DTE iron butterflies for quick volatility decay
SPY
9WSJ WHAT'S NEWS
States roll back data center tax breaks
AMZN
8CNBC FAST MONEY
Apple's foldable phone as a crucial signal
AAPL
7EURODOLLAR UNIVERSITY
AI GPU collateral lending as a rebranded private credit bubble
NVDA
6WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Uber One membership drives loyalty and order frequency
UBER
5THE TWENTY MINUTE VC
Meta over SpaceX/Tesla on valuation and founder risk
META
4CNBC FAST MONEY
Oracle's key test: converting CapEx to revenue
ORCL
3THE TWENTY MINUTE VC
Nvidia's demand surge continues for 12+ months
NVDA
2A16Z PODCAST
mRNA cancer vaccine succeeds in Phase III melanoma
MRNA
1PROF G MARKETS
SaaSpocalypse was a market overreaction
CRM

August 2026

31EXCESS RETURNS
Fed credibility shattered after July press conference
GLD
29THOUGHTFUL MONEY
S&P poised for choppy consolidation into midterms
SPY
28BLOOMBERG SURVEILLANCE
NVIDIA's growth runway extends to 2030
NVDA
27WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Palantir's valuation reset on growth acceleration
PLTR
26MOTLEY FOOL MONEY
Meta's $17B settlement caps massive liability
META
24WSJ WHAT'S NEWS
NVIDIA bets on open-weight AI models
NVDA
23EURODOLLAR UNIVERSITY
Consumer pullback signals recession risk
WMT
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND