AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's robotaxi setback.
Friday, September 11, 2026
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Trevor Scott on X
I'll never understand going long $ADBE at 14x '27 when you can buy $CSU.TO at 15x '27. Maybe because it's Canadian listed.
Negligible Capital on X
*CORNING ENTERS UP TO $2B EQUITY DISTRIBUTION DEAL $GLW announces a $2B at-the-market offering of common stock. More supply inbound
Negligible Capital on X
I simply refuse to believe that $ADBE has over 1 billion monthly active users https://t.co/U7tgBRDhM2
Edwin Dorsey on X
@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4
Trevor Scott on X
The VMS thesis: "AI is actually a tailwind" "I think most people -this is not a fact in dispute that AI is TAM expanding for software. The debate is who's going to be the claim that TAM expansion. We have a strong thesis that incumbents have a high, high, high right to win." $ROP
Trevor Scott on X
"I've never been more excited than I have in my career about the opportunity in front of us with AI. We are literally delivering a button when you press it magic happens. And I've always been in like the boring part of software and all of a sudden, software is not boring." $ROP https://t.co/AIQZYxhy8R
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $487B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Protean Funds August 2026 BVNKF $2.4B
- Janus Henderson Investors July 2026 KLAC $243BMCK $104B
- Asset Value Investors Ltd July 2026 4549 $498M9301 $3.3B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
The Five Deals That Made Apollo
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TSOH Weekly Roundup (09/11/2026)
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Independence Realty Buying Centerspace: Opportunity And Implications
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage
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NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy
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Sofwave Medical: Lifting Skin While the Beauty Sector Sags
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One of the Best Business Models in the World Just Went on Sale
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The Williams Companies: A Tough Competitor Tackles The Northeast
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Long Player 
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In Conversation: Cerebras Systems (CBRS)
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Salesforce Can Lose the Interface and Still Win
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U-Haul Bought at the Top
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[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
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Double Down Interactive (DDI): Update
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DOMO Capital Management, LLC
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- 1851 Capital
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- Akre Capital Management, LLC
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