SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
4
Episodes analysed
63
Ideas extracted
0
Tickers covered
7
Theses first heard here
Theses first heard here, picked up this month
AI infrastructure demands bespoke hardware redesignPICKED UP BY PROF G MARKETS
Career advice: pursue messy, face-to-face jobsPICKED UP BY BARRON'S STREETWISE, THE TWENTY MINUTE VC
NYC's zoning and permitting stifle housing supplyPICKED UP BY ODD LOTS
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