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
From X
Lee Roach on X
The egg market is getting killed and I am tempted to play this cycle bottom. Anyone up to speed on $VITL? This thing is looking so beaten down. https://t.co/wUgfMUorWW
Chris Camillo on X
@topazbenj he saw a video. if u been following me u know id love nothing more than to go all in on $TSLA with real optimus intel. believe me im on it
Trevor Scott on X
$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36
JabroniCoin.USD on X
The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d
Tim Eriksen on X
Anyone get the dividend from Gravity $GRVY yet? I expected a bit of a delay.
Ian Bezek on X
It's Tecnoglass time $tgls. https://t.co/5gjN6emyo1
Chris Camillo on X
hell of a week to own the future. $BE https://t.co/Un6jGv7rrR
SG on X
Has anyone done work on the prediction market ecosystem? Want to explore beyond the leaders to shit-tier plays like $GEMI and $ROLR.
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82BMA $509B
- Bristlemoon Capital Q3 2026 SNDK $227B
- Fred Alger Management, LLC Q3 2026 AMZN $2.8TGOOGL $4.2T
- Protean Funds August 2026 BVNKF $2.6BSUSRF $276M
- 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 $13B
- Asset Value Investors Ltd July 2026 4549 $494M8011 $243M
EQNR 2026-09-04 Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)
Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.
Zoltan Ban 6 clicks
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…
INTU 2026-09-03 Intuit: The Recovery Is Only Beginning
Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
Treading Softly 3 clicks
Perpetual Futures and CME: What the Early Data Shows
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
Selling Where They Ain’t
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
A Busted Businesses or a Cyclical Bottom?
Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…
AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.
Broadcom reported $29.6 billion Q3 revenue, up 86%, with AI semiconductor sales up 221% to $16.7 billion, and guided Q4 revenue to $34.8…
Notes from a Dasher Shift, and the Drone Delivery Future
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
IREN 2026-09-02 IREN's Customers Are Starting To Fund The Build
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
Quantryon Capital 8 clicks
Microsoft ($MSFT) - Deep Dive
Microsoft’s AI data-center buildout lifted annual CapEx from $5.5 billion in FY2014 to $115.9 billion in FY2026, resetting free-cash-flow…
BE 2026-08-29 Bloom Energy: 5 Links That Cannot Break
Bloom Energy’s 80x forward earnings valuation relies on concentrated megaprojects, sustained AI data-center power demand and continued…
Valuation Rewind 6 clicks
August Buy & Hold Purchases; Bonds, Jeronimo Martins
August purchases added U.S. Treasuries, Walmart de México and Jeronimo Martins, with a heavy Latin American focus and higher-yielding bonds…
CRM 2026-08-28 Why Salesforce's Alliance With Anthropic Changes Everything
Salesforce's Anthropic alliance and Claudeforce launch drove a 22% post-Q2 2027 rally, while nonexclusive access and AI infrastructure…
Elina Selianska 9 clicks
ServiceNow: When SAAS Meets AI = Opportunities
ServiceNow targets $30 billion in FY2030 revenue and a Rule of 60+ as it expands premium agentic AI offerings and consumption-based pricing.
Meta Buys Away its Distraction at Minimal Cost
Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…
MU 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…
Prakhar Agarwal, CFA 6 clicks
TSOH Weekly Roundup (08/28/2026)
TSOH Weekly Roundup tracks Dick’s Sporting Goods’ Foot Locker setback and Brown-Forman’s internal debate over a potential Pernod Ricard…
Making sense of Sandisk’s long-term financial model
Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…
QXO Inc.
QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…
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