Week 20, 2026
The names podcasts discussed most and what changed.
WEEK 20, 2026 · MAY 11 – MAY 17, 2026 · 59 SHOWS · 128 EPISODES · 938 IDEAS
Most-discussed · by number of shows
“Was” is the count the week before.
- NVDANVIDIA Corporation12 showsShows by the side of their latest take: 7 bullish, was 3; 3 balanced, same; 2 bearish, was 1
- GOOGLAlphabet Inc. Class A8 showsShows by the side of their latest take: 3 bullish, same; 2 balanced, was 0; 3 bearish, was 2
- MUMicron Technology7 showsShows by the side of their latest take: 2 bullish, same; 4 balanced, was 1; 1 bearish, same
- METAMeta Platforms Inc.6 showsShows by the side of their latest take: 1 bullish, same; 1 balanced, was 2; 4 bearish, was 3
- SPYSPDR S&P 500 ETF Trust5 showsShows by the side of their latest take: 1 bullish, was 2; 0 balanced, same; 4 bearish, was 2
- JPMJPMorgan Chase & Co.4 showsShows by the side of their latest take: 0 bullish, same; 1 balanced, was 0; 3 bearish, was 1
- GOOGAlphabet Inc. Class C4 showsShows by the side of their latest take: 2 bullish, was 1; 1 balanced, same; 1 bearish, same
- MSFTMicrosoft Corporation3 showsShows by the side of their latest take: 0 bullish, was 3; 1 balanced, was 2; 2 bearish, was 3
- AAPLApple Inc.3 showsShows by the side of their latest take: 1 bullish, same; 1 balanced, same; 1 bearish, was 2
- AMZNAmazon.com Inc.3 showsShows by the side of their latest take: 0 bullish, was 1; 2 balanced, was 4; 1 bearish, same
One-show deep dives, not ranked: FWONK Liberty Media Corp, 22 ideas on We Study Billionaires - The Investors Podcast NetworkDRVN Driven Brands Holdings Inc., 7 ideas on Yet Another Value PodcastGS Goldman Sachs Group, 5 ideas on a16z Podcast
What changed that week
- NVDANVIDIA Corporation
Discussed on 12 shows, up from 7 the week before.
AI infrastructure as a unified, cyclical tradeThe Compound and Friends · Kai Wu · 15 MAY (15 MAY) - MSFTMicrosoft Corporation
Discussed on 3 shows, down from 8 the week before.
Mag 7 rerating lower as they become asset-heavyThe Compound and Friends · Kai Wu · 15 MAY (15 MAY) - GOOGLAlphabet Inc. Class A
Discussed on 8 shows, up from 5 the week before.
Value investing needs updated intangible metricsThe Compound and Friends · Kai Wu · 15 MAY (15 MAY) - GLDSPDR Gold Shares
New that week: discussed on 3 shows, and on none the week before.
Secular gold bull market driven by central banksWealthion - Be Financially Resilient · 15 MAY (15 MAY) - CSCOCISCO SYSTEMS, INC.
New that week: discussed on 2 shows, and on none the week before.
AI trade fueled by excess bank liquidityThe Julia La Roche Show · United Wholesale Mortgage · 16 MAY (16 MAY) - KMXCARMAX INC
New that week: discussed on 2 shows, and on none the week before.
Valuation: platform vs. dealer lens debateBusiness Breakdowns · 15 MAY (15 MAY) - GOOGLAlphabet Inc. Class A
Shows split: 3 bullish, 2 balanced, 3 bearish, counting each show’s latest take.