Attention report
Excess Returns
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
13
Episodes analysed
235
Ideas extracted
24
Tickers covered
28
Theses first heard here
Top names · share of all tracked discussion
NVDA8 OF 168 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
KR4 OF 7 ATTRIBUTED IDEAS · 57% OF THE TRACKED CONVERSATION
MSFT4 OF 69 ATTRIBUTED IDEAS · 6% OF THE TRACKED CONVERSATION
SPY4 OF 89 ATTRIBUTED IDEAS · 4% OF THE TRACKED CONVERSATION
AGG3 OF 6 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI's jagged adoption delays economic impactPICKED UP BY ODD LOTS, PROF G MARKETS
Interest rates normalizing at 5% on 10-yearPICKED UP BY WHAT BITCOIN DID, THE JULIA LA ROCHE SHOW, BLOOMBERG SURVEILLANCE, WEALTHION - BE FINANCIALLY RESILIENT, CNBC FAST MONEY
Credit cycle nearing a problematic juncturePICKED UP BY THOUGHTFUL MONEY, THE JULIA LA ROCHE SHOW
Long gamma as a core investing philosophyPICKED UP BY BLOOMBERG SURVEILLANCE
AI trade concentration creates dual correlation riskPICKED UP BY THE ALPHA EXCHANGE, BLOOMBERG SURVEILLANCE, THOUGHTFUL MONEY
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