Attention report
Odd Lots
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
15
Episodes analysed
172
Ideas extracted
13
Tickers covered
20
Theses first heard here
Top names · share of all tracked discussion
HD8 OF 42 ATTRIBUTED IDEAS · 19% OF THE TRACKED CONVERSATION
META3 OF 179 ATTRIBUTED IDEAS · 2% OF THE TRACKED CONVERSATION
ABBN.SW1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
BA1 OF 7 ATTRIBUTED IDEAS · 14% OF THE TRACKED CONVERSATION
BAESY1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Apple's low-CapEx outsourced AI strategyPICKED UP BY MOTLEY FOOL MONEY, EURODOLLAR UNIVERSITY
AI's primary impact: hiring cautionPICKED UP BY ANIMAL SPIRITS, WEALTHION - BE FINANCIALLY RESILIENT
Treasury buybacks aim to improve off-the-run liquidityPICKED UP BY WHAT BITCOIN DID, AFFORD ANYTHING
AI's physical constraint: data center sitingPICKED UP BY PROF G MARKETS, A16Z PODCAST, THE BUSINESS BREW, MONETARY MATTERS WITH JACK FARLEY
Japan setup: long currency and bondsPICKED UP BY EURODOLLAR UNIVERSITY, MONETARY MATTERS WITH JACK FARLEY
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