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Attention report

Goldman Sachs Exchanges

SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
7
Episodes analysed
70
Ideas extracted
4
Tickers covered
31
Theses first heard here

Top names · share of all tracked discussion

BABA1 OF 5 ATTRIBUTED IDEAS · 20% OF THE TRACKED CONVERSATION
CEG1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
QCOM1 OF 5 ATTRIBUTED IDEAS · 20% OF THE TRACKED CONVERSATION
VST1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION

Theses first heard here, picked up this month

AI disruption fears overblown for moated incumbentsPICKED UP BY EXCESS RETURNS
Earnings slowdown, not decline, supports marketPICKED UP BY BLOOMBERG SURVEILLANCE, GOLDMAN SACHS EXCHANGES: THE MARKETS
AI CapEx faces a potential 'wobble'PICKED UP BY THE DIVIDEND CAFE, EXCESS RETURNS, WEALTHION - BE FINANCIALLY RESILIENT, BLOOMBERG SURVEILLANCE
AI drives 'bring your own power' energy themePICKED UP BY MOTLEY FOOL MONEY, THOUGHTFUL MONEY, TOP TRADERS UNPLUGGED, BLOOMBERG SURVEILLANCE, THE KNOWLEDGE PROJECT
Private credit's efficiency varies by segmentPICKED UP BY EURODOLLAR UNIVERSITY

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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION
Goldman Sachs Exchanges: September 2026 attention report · Zortix