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Public-company mentions · sample · 35K+ shows
TSLA Tesla, Inc.
412 mentions
"He broke out subscriptions for autopilot, self-driving for the first time. Cash investment in xAI, focused on Optimus."Jordi Hays · TBPN · Jan 30, 2026
Bullish
NVDA NVIDIA Corp.
289 mentions
"Two of the biggest data center developers have projects in NVIDIA's hometown that may sit empty for years — 48 megawatts short."John Coogan · TBPN · Nov 12, 2025
Mixed
AMZN Amazon
163 mentions
"If Anthropic prioritizes Google infra over AWS, it's very telling on AWS AI infra. AWS AI strategy is cooked without Anthropic."Diet TBPN · Oct 22, 2025
Bearish
GOOGL Alphabet
147 mentions
"Anthropic is currently in compute discussions with Google. That's a lot of billions."Diet TBPN · Oct 22, 2025
Bullish
MSFT Microsoft
112 mentions
"Microsoft has the cleanest read on enterprise AI monetization, which I think is something people have been really looking for."TBPN · Big Tech Earnings · Apr 29, 2026
Bullish