Friday, September 4, 2026

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.

NVDA $5.5TMETA $1.6T

Steve Eisman Sep 4 16 clicks

Sep 4 RYN $6.1B

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

The Value Road 35 clicks

Sep 4 AVGO $1.7T

Spare a Thought for Broadcom Shareholders

MBI Deep Dives 17 clicks

From X

@leevalueroach Sep 4 3 clicks

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

@ChrisCamillo Sep 4 2 clicks

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

@TidefallCapital Sep 4 1 click

Trevor Scott on X

$TAP A quarter century and zero capital gain. Now being kicked out of the S&P https://t.co/RM49KQJm36

@TheBenSchmark Sep 4 1 click

JabroniCoin.USD on X

The bottleneck play on this is $COMP? 🧭 https://t.co/1ClFMI3z4d

@eriksen_tim Sep 4 3 clicks

Tim Eriksen on X

Anyone get the dividend from Gravity $GRVY yet? I expected a bit of a delay.

@irbezek Sep 4 2 clicks

Ian Bezek on X

It's Tecnoglass time $tgls. https://t.co/5gjN6emyo1

@ChrisCamillo Sep 4

Chris Camillo on X

hell of a week to own the future. $BE https://t.co/Un6jGv7rrR

@stockgutter Sep 4

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.

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.

EQNR $101B

Zoltan Ban Sep 4 8 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…

CELH $8BCOST $410B

TSOH Investment Research Sep 4 7 clicks

[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,…

VEEV $46BCRM $214B

scuttleblurb Sep 3 34 clicks

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…

INTU $94B

Treading Softly Sep 3 6 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.

CME $101B

First Strike Research Sep 3 18 clicks

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $29BWMT $850B

TSOH Investment Research Sep 3 3 clicks

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…

SMPL $1BBRBR $1.2B

The Value Road Sep 2 22 clicks

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…

AVGO $1.7T

Cestrian Capital Research. Sep 2 3 clicks

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…

DASH $96B

MBI Deep Dives Sep 2 16 clicks

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…

IREN $18B

Quantryon Capital Sep 2 10 clicks

CC · long

the chemours inc.

Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.

CC $2.3B

Value Investors Club May 29 1 click

Revisiting An Old Idea

Instil Bio leased its 128,000-square-foot Tarzana life-sciences building to AstraZeneca for 15 years at $7.52 million annual rent,…

TIL $52M

Raging Bull Investments Jul 13

Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)

Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.

RCAT $1.3B

Multibagger Monitor Jul 10 3 clicks

JBG Smith

JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…

JBGS $873M

Raging Bull Investments Jul 10

10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)

IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…

IBIO $84M

Multibagger Monitor Jun 3 1 click

MNST Trading Below $53 Offers Nearly Risk-Free Return

Monster Beverage’s modified Dutch auction lets odd-lot holders buy 99 MNST shares below $53 and tender them at $53 to $60.

MNST $86B

Rod’s Ruminations May 23

Some Thoughts on Roaring Kitty

Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…

GME $8.6B

Rod’s Ruminations May 21

Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)

Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…

SOWG $68M

Multibagger Monitor May 14 3 clicks

(I)nbound (M)igrants (X)panding (I)nternational Remittances

International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…

IMXI $438M

Rod’s Ruminations May 11

IOFNF- Iofina (buy)

Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.

IOFNF $98M

Sylence Capital Apr 28

Friday, September 4, 2026

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Spare a Thought for Broadcom Shareholders

From X

Lee Roach on X

Chris Camillo on X

Trevor Scott on X

JabroniCoin.USD on X

Tim Eriksen on X

Ian Bezek on X

Chris Camillo on X

SG on X

Investor Letters

Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)

TSOH Weekly Roundup (09/04/2026)

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

Intuit: The Recovery Is Only Beginning

Perpetual Futures and CME: What the Early Data Shows

Selling Where They Ain’t

A Busted Businesses or a Cyclical Bottom?

AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.

Notes from a Dasher Shift, and the Drone Delivery Future

IREN's Customers Are Starting To Fund The Build

the chemours inc.

Revisiting An Old Idea

Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)

JBG Smith

10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)

MNST Trading Below $53 Offers Nearly Risk-Free Return

Some Thoughts on Roaring Kitty

Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)

(I)nbound (M)igrants (X)panding (I)nternational Remittances

IOFNF- Iofina (buy)

Publications we follow

YouTube 4

Blogs 11

Seeking Alpha 12 of 104

X accounts we follow

Sectors

Friday, September 4, 2026

Lee Roach on X

Chris Camillo on X

Trevor Scott on X

JabroniCoin.USD on X

Tim Eriksen on X

Ian Bezek on X

Chris Camillo on X

SG on X

Investor Letters

Publications we follow

Newsletters 53

YouTube 4

Blogs 11

Seeking Alpha 12 of 104

X accounts we follow

Sectors