Attention report
Barron's Streetwise
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
4
Episodes analysed
45
Ideas extracted
21
Tickers covered
14
Theses first heard here
Top names · share of all tracked discussion
CNK3 OF 4 ATTRIBUTED IDEAS · 75% OF THE TRACKED CONVERSATION
AMC2 OF 7 ATTRIBUTED IDEAS · 29% OF THE TRACKED CONVERSATION
EPR2 OF 2 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
IMAX2 OF 3 ATTRIBUTED IDEAS · 67% OF THE TRACKED CONVERSATION
AGG1 OF 6 ATTRIBUTED IDEAS · 17% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Recent productivity gains are cyclical, not AI-drivenPICKED UP BY ODD LOTS
AI infrastructure S-curve only 14% penetratedPICKED UP BY GOLDMAN SACHS EXCHANGES, BLOOMBERG SURVEILLANCE, THOUGHTFUL MONEY, WHAT BITCOIN DID
Bond yields up as treasuries become stock-likePICKED UP BY BLOOMBERG SURVEILLANCE, THE COMPOUND AND FRIENDS
Step out of money markets into short-dated creditPICKED UP BY BLOOMBERG SURVEILLANCE
AI concentration risk destabilizes global financial systemPICKED UP BY PROF G MARKETS, ANIMAL SPIRITS
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