Attention report
Bloomberg Surveillance
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
49
Episodes analysed
469
Ideas extracted
68
Tickers covered
54
Theses first heard here
Top names · share of all tracked discussion
SPY12 OF 89 ATTRIBUTED IDEAS · 13% OF THE TRACKED CONVERSATION
NVDA11 OF 168 ATTRIBUTED IDEAS · 7% OF THE TRACKED CONVERSATION
GOOGL9 OF 112 ATTRIBUTED IDEAS · 8% OF THE TRACKED CONVERSATION
AMZN8 OF 68 ATTRIBUTED IDEAS · 12% OF THE TRACKED CONVERSATION
MSFT7 OF 69 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Jackson Hole as Fed's communication reset opportunityPICKED UP BY PROF G MARKETS
AI data centers face unique local oppositionPICKED UP BY GOLDMAN SACHS EXCHANGES, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, PROF G MARKETS, WSJ WHAT'S NEWS, MASTERS IN BUSINESS
Meta's $18B settlement as competitive moatPICKED UP BY PROF G MARKETS, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Yields near a top, will choke the economyPICKED UP BY ANIMAL SPIRITS, COMMODITY CULTURE
Temperamental era's return: stocks-bonds correlation flipsPICKED UP BY FORWARD GUIDANCE
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