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- #105
- Paid leaderboard
- #31
- Paid subscribers
- 100+ paid
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- Bestseller 1k
- Followers
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- Recommends
- 20
- Podcast
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other newsletters
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
14K on Sep 10, 2026 → 18K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #105 today · #104 a week ago · #108 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 20%
- Best rank seen
- #97
- Rank, 7 days
- −1 place
- Rank, 30 days
- +3 places
- Followers added
- +5.5K
- Posts
- 37
- Reactions per post
- 28
- Reactions tracked
- 2.4K
- Tickers covered
- 1
of 525 ranked finance newsletters
on Oct 30, 2026
since tracking began
last 30 days
average, recent posts
across 85 posts
in tracked posts
Most-reacted post we have seen: The Ultimate AI Demolition With Ed Zitron, Gary Marcus, Julien Garran, and Nobody Special — 168 reactions on Oct 5, 2026.
Recent posts
- The Final Cash Out
Wall Street tried to sell WeWork to the public at $45 billion, and weeks after the IPO fell apart, SoftBank put it on its own books at $4 billion. My friend David Trainer of New Constructs was one of the first to call out WeWork, and he thinks Anthropic is the same movie with a much bigger ending. He calls it the final cash out, and we went through exactly how it works: How your index fund, pension and 401k end up holding the bag The $900 billion of purchase commitments, roughly 45 times revenue The vendor costs Anthropic wants kept out of its earnings The red flag its own auditors raised on…
- The AI bill just came due
Meta’s cash flow can’t cover its AI buildout anymore, so it’s lining up roughly $95B of stock sales to pay the bill. The most profitable advertising machine on earth just posted its FIRST negative free cash flow quarter since 2012, and the stock fell 7% the next day. Then last Thursday Alphabet had the worst day in its 22 years as a public company, losing roughly $500B of market value after free cash flow came in at negative $9B for the 2nd straight quarter. Those are 2 of the biggest checkbooks behind the AI buildout, and their own shareholders just punished them for the spending. CEOs…
- Whoever wins tonight, the AI trade still loses...
Everyone's quoting the stat that stocks always rally after the midterms and that November is the strongest month of the year. I think that's NONSENSE. The election doesn't solve the AI funding problem. There's still no demonstrable return that justifies the trillions being spent on capex, and I'll happily change my mind the day someone shows me the numbers. The momentum crowd has been getting destroyed since the summer, and hedge funds dumped tech last month at the fastest pace in a decade. A manager who's behind in February has all year to make it back, while one who's behind in November has…
- Replay for the Noble Update Zoom Call (with Peter Boockvar)
Our subscriber call last night was TERRIFIC. The election is today, and I told subscribers exactly how I'm positioned for what comes after it. My friend Peter Boockvar joined us too. We talked about: Why $200 oil is on the table, even if the war ends What I expect from the market once the election is behind us The simplest way I know to own uranium What to ch…
- Don’t be their exit liquidity
The tech bros are lining YOU up to be their exit liquidity, and the Anthropic IPO is how they plan to do it. Anthropic just disclosed $895B in spending commitments ahead of its IPO, and Robinhood is already fighting for a piece of the shares Anthropic may set aside for retail investors. When the people who got in early want the public holding the bag, you should be angry, very angry. I'll go through all of it tonight on our subscriber call at 7:30 PM EST, along with the process behind our 70% long/short spread. The Zoom details are in the post below:
- Important Update: Noble Update Live Zoom Call
The internet gave out on us during Sunday’s subscriber call, so we’re going live again TONIGHT at 7:30 PM ET. There’s no replay of Sunday’s call, but we’re doing it again because I think this is important with everything going on right now. In case you don’t know what this call will be about: I’ll walk subscribers through the process behind our 70% long/short spread and tell you what I believe happens next, and you can ask me about any long or short on our scoreboard. If you can’t make it, you’ll get the full replay. We’re democratizing finance the right way, and the call is for paid…
- The S&P 500 went NOWHERE in October
Energy was up 11.8% and tech was down 2.7% through Thursday, and we were long energy and short tech the whole time. Our long/short spread is now 70.1% (119% annualized), and all 12 of our scored shorts are winners. If all you owned was the index, you got a flat month and MISSED every bit of it. The tide is going out. Money isn’t cheap anymore, so valuation and fundamentals matter again, and the stocks priced on stories are the first to go. I think the tech rout is just getting started. On Sunday at 10 AM ET I’m going live with Noble Update subscribers to go through the portfolio and our…
- Our worst call just got great news | Stock Update
BEFORE YOU READ: I'm going live with Noble Update subscribers THIS SUNDAY, November 1, at 10 AM ET. You'll hear what I think comes next for this market and how we're getting ahead of it. You can ask me about any long or short on our scoreboard, live. I'll walk you through the process behind our 68%+ long/short spread. You'll get the full replay if you can't make it. Zoom meeting details below: A stock on our list reported this week, and the number I care about most was halfway down the release. We doubled down on it last week because I believe next week's election makes this idea even better…
- The short sellers ran, but the business didn't get any better | Stock Update
BEFORE YOU READ: I’m going live with Noble Update subscribers THIS SUNDAY, November 1, at 10 AM ET. You’ll hear what I think comes next for this market and how we’re getting ahead of it. You can ask me about any long or short on our scoreboard, live. I’ll walk you through the process behind our 68%+ long/short spread. You’ll get the full replay if you can’t make it. Zoom meeting details below: The Noble Update ANNOUNCEMENT: Noble Update Call Tech got COOKED again yesterday, and our shorts are working… Listen now a day ago · 8 likes · 3 comments · George Noble Wingstop reported its third…
- UPDATE: The Replays And Summaries For The Best Technical Ideas Online Summit Are Up!
20 of the best technicians on Wall Street just put prices on 60 trade ideas, and you can still get every one of them. The midterms are 5 days away and there are only 2 months left in the year, with the 10-year yield hitting its highest level since 2002 earlier this month. This is exactly the kind of market where you want to know where the best chart readers in the business would act. Louise Yamada wants to buy IBM on weakness between 165 and 180. Mark Newton sees a big bull market in healthcare stocks, and he’d buy pullbacks in Thermo Fisher with targets of 843 and then 1,027. John Roque…
- ANNOUNCEMENT: Noble Update Call
Tech got COOKED again yesterday, and our shorts are working. CoreWeave is down 40% since we shorted it at $107 and Astera Labs is down 31% from $433. We pressed both again right after our last subscriber call, because I think this trade has a lot further to go. On that call I also explained why: chips and data centers are capital-intensive businesses, and capital-intensive booms tend to end the way shipping booms do. Everyone builds at once, and the debt and depreciation are still sitting there long after the demand fades. The clip above is that part of the call. Across the whole book, 22 of…
- Peace in the Middle East would only make this trade better | Stock Update
SLB reported its third quarter on Friday, and because it’s been a nice winner for us since December, I want to give you a quick update. The quarter was good, and the outlook was even better: All of its regions grew from the second quarter, and revenue and earnings both beat what Wall Street expected. The stock jumped 7.1% on the day. What I liked most was what management said about the months ahead. It expects fourth-quarter revenue to reach US$10 billion with wider margins, without counting on any help from the Middle East, and for 2027 it sees the market growing in the mid single digits…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Noble Update. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 10, 2026.