Company
Shopify
- Episodes
- 15
- Share
- 1.4%
- Shows
- 14
- Net sentiment
- +0.89
Up from 1.2% of episodes in the weeks before; net sentiment was +0.75.
Bullish 8Mixed 1Neutral 6Bearish 0
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Shopify. Longest episodes first.
Bullish 8
- Recent quarters were its best in years, with accelerating revenue and cash flow despite high valuation.Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns) · Chit Chat Stocks · Sep 30
- Beaten-down stock with strong growth and proprietary merchant data.They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss · Excess Returns · Oct 1
- Opened stores to Muse agents, with stock rising sharply after the move.This Chart Exposed The AI Trade and Loves Bitcoin · Onramp Bitcoin Media · Sep 29
- Opened stores to Muse agents and checkout via ShopPay, with stock rising about 15%.This Chart Exposed The AI Trade and Loves Bitcoin · Early Riders Media · Sep 29
- Democratizes commerce, which agents could further empower for merchants.The Personal Agent Race Is Here | Anish Acharya & David Pawlan · The a16z Show · Sep 29
- Partnership with Tetra enables programmable treasury and stablecoin payments at scale.Canada Politely Moves To Solana🍁$CADD Stablecoin CEO INTERVIEW❄️ · The Paul Barron Crypto Show · Oct 2
Show 2 moreShow fewer
- Integration lets merchants run ChatGPT ads, seen as a way to reach small and medium advertisers.Can OpenAI build a $1 billion ad empire? · The Digiday Podcast · Sep 29
- Benefits as merchant transactions grow whether an agent or a human buys.The Week: An IPO False Start, an Agent That Goes Shopping, and a War We Keep Paying For · The Prof G Pod with Scott Galloway · Oct 2
Neutral 6
- Mentioned as a commerce platform with low take rates relative to agent-driven commerce models.Dario Goes From SNL to White House, Some Personal Agent News, Mongo Got Zucked | Lo Toney, Zack London, Anish Acharya, Evan Conrad, Gstaad Guy · TBPN · Sep 28
- Cited as a platform benchmark for take rates on merchant transactions.Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493] · Invest Like the Best with Patrick O'Shaughnessy · Sep 28
- Mentioned as partnering with many companies on agent commerce.OpenAI’s Dots lead on the future of ChatGPT · Sources with Alex Heath · Oct 1
- Cited as a comparison for checkout take rates.Cambridge AI Safety Plan, Instinct CEO on Invest Like the Best, Zuck Hires MongoDB CEO | Diet TBPN · TBPN · Sep 29
- Opened its catalog and ShopPay to AI agents.A Faster, Leaner Apple Under New CEO - MOSK: 09.30.2026 · Mac OS Ken · Sep 30
- Connected to Amazon's multichannel tools as one of several channels sellers can link.Amazon Wants to Run Every Marketplace, AI Gets the Keys & Holiday Spending Hits $275B · Selling on Giants: The eCommerce Marketplace Podcast · Sep 29
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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