Attention report
Marketplace
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
24
Episodes analysed
131
Ideas extracted
23
Tickers covered
16
Theses first heard here
Top names · share of all tracked discussion
NVDA2 OF 168 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
CRI1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
CVX1 OF 12 ATTRIBUTED IDEAS · 8% OF THE TRACKED CONVERSATION
DHI1 OF 4 ATTRIBUTED IDEAS · 25% OF THE TRACKED CONVERSATION
GOOGL1 OF 112 ATTRIBUTED IDEAS · 1% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Bond market taking the printing press from the FedPICKED UP BY WHAT BITCOIN DID, FORWARD GUIDANCE, PALISADES GOLD RADIO, PROF G MARKETS, BLOOMBERG SURVEILLANCE
Fed and Treasury credibility brokenPICKED UP BY THOUGHTFUL MONEY, EXCESS RETURNS
Factory-built homes as an affordability solutionPICKED UP BY THOUGHTFUL MONEY
Diesel price surge as inflation indicatorPICKED UP BY WSJ WHAT'S NEWS
US-Japan joint intervention to prop up yenPICKED UP BY PROF G MARKETS
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