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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Laughing Water Capital on X
$NN https://t.co/WSPZtvXkj1
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
catechwilliams on X
$HERE: pop toy fad crashing like Beanie Babies. #1 selling product prices plunging 90% during critical holiday period. $HERE revenue and margins will be impacted severely. https://t.co/czXxPRZTZy
Connor Haley on X
@AndrewTakes @taobanker @CGSCapital @Compounding_K @AKWilk 1: NATL ATMs predicted to be more stable/improving than declining. We address this extensively in our report. 2: absolutely when business is growing rapidly on a per share basis. Look at $DBD which trades at a big premium despite growing slower.
Laughing Water Capital on X
In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Carr also references Cruz who first sponsored legislation calling for a terrestrial backup to GPS in 2017. As head of the Senate Commerce Committee, Cruz is effectively Carr’s boss. All tea leaves, but hard to think they’re not bullish $NN
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Interesting to note that Carr 1st comments on increasing accuracy, and then calls GPS a “related issue”. He clearly makes a distinction between the 2 ideas. Maybe splitting hairs, but there is only 1 company that addresses both points: $NN.
Multiples Capital on X
1 oz of Silver > 1 barrel of Oil $SLV $SIL
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $258B
- Fred Alger Management, LLC Q3 2026 AMZN $2.7TGOOGL $4T
- Protean Funds August 2026 BVNKF $2.4BSUSRF $272M
- Lindsell Train Limited July RMVEY $3.4BSAGI delisted
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.8B
- Forager Funds Management July 2026 4733 $3.9BSGE $12B
- Asset Value Investors Ltd July 2026 4549 $472M8011 $224M
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Zoltan Ban 10 clicks
TSOH Weekly Roundup (09/04/2026)
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Selling Where They Ain’t
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Bay Area Ideas 6 clicks
AVGO US - Do Nothing Pending The Close On Thursday 3 September - Q3 FY10/26 Earnings Review.
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Tariq Dennison 6 clicks
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Quantryon Capital 11 clicks
Top 8 Rebound Stocks for Sep’26
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
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