Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
OpenAI's potential failure could expose the US economy's growing dependence on AI capital spending, according to Steve Eisman.
Friday, September 4, 2026
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Voss Capital on X
Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc
Voss Capital on X
Long $COOP blurb in Voss's Q4 letter. https://t.co/TQWdDcztpd
Voss Capital on X
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw
Voss Capital on X
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82BMA $507B
- Bristlemoon Capital Q3 2026 SNDK $255B
- Fred Alger Management, LLC Q3 2026 AMZN $2.8TGOOGL $4T
- Protean Funds August 2026 BVNKF $2.5BSUSRF $273M
- Lindsell Train Limited July RMVEY $3.6BSAGI delisted
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.9B
- Forager Funds Management July 2026 4733 $4.1BSGE $12B
- Asset Value Investors Ltd July 2026 4549 $494M8011 $243M
TSOH Weekly Roundup (09/04/2026)
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Broadcom: The AI Tollbooth Is Becoming An Earnings Machine
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Simple Investment Ideas 6 clicks
[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
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Selling Where They Ain’t
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
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The Curious Analyst 3 clicks
AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.
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Quantryon Capital 10 clicks
Top 8 Rebound Stocks for Sep’26
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
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Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…
Krzysztof Bogdanski 7 clicks
Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook
Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…
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Cleveland-Cliffs: 2027 Could Be A Very Big Year
Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…
The Bullionaire 2 clicks
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LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…
[WAY – Waystar] Healthcare is a very complicated invoice
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Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders
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