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
@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.
Little Owl Research on X
$RAVE https://t.co/hxEoXQIe93
Multiples Capital on X
1 oz of Silver > 1 barrel of Oil $SLV $SIL
Laughing Water Capital on X
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
catechwilliams on X
@TonyTony9999991 There is a massive shortage of capacity industrywide. AI DC vacancy rates running 2-3%. Tenants are scrambling for access to computing power. The customer loss was referenced as it would strongly signal that $WYFI won't get a new one (ie. likely performance issues at NC-1).
catechwilliams on X
The $WYFI data center which was formerly a food distribution center. https://t.co/t2cpUNZXqp
catechwilliams on X
$WYFI Retrofitted a food distro warehouse into a NC-1 DC. Lost anchor tenant ($20M rev), promising a new large customer since 10/27. CEO claiming “very very soon” for last 20 days. Increasingly evident will not happen. Sell-side & stock prices assume huge rev ramp. Burning cash.
Investor Letters
All letters- Myrmikan Capital, LLC Q3 2026
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $258B
- Macro Ops Q3 2026
- Fred Alger Management, LLC Q3 2026 AMZN $2.7TGOOGL $4T
- Confluence Investment Management Third Quarter 2026
- Alpinum Investment Management AG Q3 2026
- Donville Kent Asset Management Inc. Q3 2026
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Zoltan Ban 10 clicks
TSOH Weekly Roundup (09/04/2026)
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Simple Investment Ideas 7 clicks
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Stephen Ayers 9 clicks
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Perpetual Futures and CME: What the Early Data Shows
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Selling Where They Ain’t
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TOYO · short Toyo CO LTD
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ENS · short Enersys
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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
Notes from a Dasher Shift, and the Drone Delivery Future
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IREN's Customers Are Starting To Fund The Build
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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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