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.
Saturday, September 12, 2026
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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
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- Pendelhaven Asset Management B.V. Q3 2026 DR0 $458MALM $4B
- Akre Capital Management, LLC Q3 2026 AMT $78BMA $496B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Protean Funds August 2026 BVNKF $2.6B
- Janus Henderson Investors July 2026 KLAC $246BMCK $100B
- Asset Value Investors Ltd July 2026 4549 $503M9301 $3.4B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.3B
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