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 7 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 9 clicks
[V, MA] The more things change, the more they stay the same
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
Peloton: Subscriber Squeeze
Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…
40 Stock Pitches (3rd-9th August)
Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…
WD #353: Colombia, Earnings (INTR, BRKR, TEAM)
Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.
Preview of the Week Ahead: W/C August 10, 2026
Week of August 10 brings CPI, PPI and retail-sales data after the S&P 500 rose 3.0% and Nasdaq 4.73%; Bitcoin remains below its 200-day…
Genius Sports: Update Post Earnings
Genius Sports reported $195.5 million revenue, up 65%, and signed Kalshi for soccer data, expanding sports-data sales to prediction markets…
Uber: The Market Is Wrong, Time to Buy!
Uber trades at 16x 2027 earnings after robotaxi disruption fears drove shares 25% below their highs, despite 16% trailing growth.
Weight Watchers: Update Post Earnings
WeightWatchers reaffirmed 2026 guidance after Q2 beats, while clinical revenue rose 30% and debt fell $42 million through discounted…
Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile
Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…
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