Attention report
Forward Guidance
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
5
Episodes analysed
65
Ideas extracted
13
Tickers covered
32
Theses first heard here
Top names · share of all tracked discussion
META2 OF 179 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
NVDA2 OF 168 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
CSU.TO1 OF 2 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
DIS1 OF 8 ATTRIBUTED IDEAS · 13% OF THE TRACKED CONVERSATION
GOOGL1 OF 112 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI build-out's uncertain macro impactPICKED UP BY GOLDMAN SACHS EXCHANGES, BLOOMBERG SURVEILLANCE
A three-step path to a smaller Fed balance sheetPICKED UP BY ODD LOTS, MACRO MUSINGS WITH DAVID BECKWORTH, THOUGHTFUL MONEY
AI's deflationary job elimination headwindPICKED UP BY MONETARY MATTERS WITH JACK FARLEY, ANIMAL SPIRITS
AI infrastructure build-out in early inningsPICKED UP BY ANIMAL SPIRITS, BLOOMBERG SURVEILLANCE, THE COMPOUND AND FRIENDS
AI financing shift from cash flow to capital marketsPICKED UP BY EURODOLLAR UNIVERSITY, THE JULIA LA ROCHE SHOW
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