Preview of the Week Ahead: W/C September 7, 2026
U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its 200-day average.
Sunday, September 6, 2026
Back to today 
From X
Raging Capital Ventures on X
@NickNemo17 I own it in size, yes. Like $WBD a year ago
Timyan Bank Alert on X
Home BancShares $HOMB hopes to revisit missed M&A opportunity amid stock rebound | S&P Global Market Intelligence https://t.co/Mn270s8Si6
Charles Frischer on X
$NN Some commentators on this board believe satellite companies have no interest in buying NN 900 MHz spectrum. I think this NPRM for space part 15 for 900 MHz implies the exact opposite is true. I believe satellite companies will show strong interest in NN spectrum.
Charles Frischer on X
@vdoubleux1 $NN While we would to have the NPRM already, I understand the company is working with full force towards that goal. CEO has long history of successfully navigating FCC approval process. This is not her first rodeo. She did this for years while working for Charlie Ergen.
Charles Frischer on X
@vdoubleux1 $NN The company will and does take calls from investors. This management team has delivered on all fronts. Purchased Telesaurus at a fantastic price, had the FCC do the public comment, had the FCC issue NOI and submit NPRM to OIRA for approval. I think CEO and her team are great
Laughing Water Capital on X
@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.
Ian Bezek on X
@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom. https://t.co/ncNciDY8LS
Charles Frischer on X
$NN Claiming that this will hurt NN's chances for an NPRM are just silly, not based upon the facts and fear mongering by a short focuses analyst. In think it is clear that the FCC sees the 900 Mhz band as important spectrum and is setting fair rules for all participants.
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4.2BJXN $8.8B
- Akre Capital Management, LLC Q3 2026 AMT $82B
- Protean Funds August 2026 BVNKF $2.6B
- Janus Henderson Investors July 2026 NXT $13B
- Asset Value Investors Ltd July 2026 9301 $3.3B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BSGE $12B
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