Saturday, September 12, 2026

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.

TSLA $1.5TNVDA $5.4T

Steve Eisman Sep 11 2 clicks

Sep 11 LULU $11B

Lululemon: The 15-Minute Thesis

Hated Moats 2 clicks

Sep 11 LULU $11B

Why “Affordable Luxury” Doesn't Compound

MBI Deep Dives 2 clicks

From X

@cfrischer1 Jun 8

Charles Frischer on X

$NN Opposition to NN's modernization of the 900 MHz band wasn't convincing FCC engineers of non-existent interference. They then tried to gum of the works by adding language in an amendment of the appropriations committee.

@cfrischer1 Jun 8

Charles Frischer on X

$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe

@cfrischer1 Jun 8

Charles Frischer on X

$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc

@cfrischer1 Jun 8

Charles Frischer on X

$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.

@BrokenMoats Jun 7

Broken Moats on X

If/when @altcap and $NVDA sell their shares in the next year or two, how is this different then what Andrew left did twitting a thesis and going to do the opposite shortly after?? That was deemed illegal and I am sure there they'll blame some event in the near future that disrupted their thesis, etc but this feels no different then self promotion in the opposite direction Bigger issue is existing shareholders from dramatically lower prices going on a retail oriented TV program to hype their holdings to buy in at inflated prices is blatantly perfidious and morally bankrupt. Bookmark this for when they sellout. Amazon ipo at a $438m valuation and Google at a $27B valuation by law of large numbers his statement is already categorically false unless all of GDP will be produced by these 3 companies

@ActAccordingly Jun 5

PAA Research on X

Is there a company that has employed a more "prisoner of the moment" approach to capital allocation than $META?

@LaughingH20Cap Jun 5 1 click

Laughing Water Capital on X

@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?

@LaughingH20Cap Jun 5 1 click

Laughing Water Capital on X

@dylan_ascencios @darkstarsats @dan_tmt @darkstarsats ty for the work you have done on $NN. Do you have a view on why 907-918 MHz is not enough for Part 15 when Europe and China allocate ~half as much for similar devices and don't have any problems? Note that most Part 15 devices are center tuned to 915. TYIA

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The Five Deals That Made Apollo

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Net Interest Sep 11 1 click

In Conversation: NVIDIA

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Apple: Why iPhone Duo Will Likely Dominate The Foldables Market

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Mark Hibben Sep 11 1 click

Broadcom (NASDAQ: AVGO) Stock Rating: Upgrade To Accumulate From Do Nothing - Accumulation Zone And Stop Inside

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TSOH Weekly Roundup (09/11/2026)

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TSOH Investment Research Sep 11 2 clicks

NET Power (NPWR):

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Triple S Special Situations Investing Sep 11 2 clicks

Broadcom Could Be Above $1,000 In 2 Years

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Cestrian Capital Research Sep 11

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Stephen Nemo Sep 11

UHS · long

Universal Health Svcs INC

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Value Investors Club Jun 14 5 clicks

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Ron Ferrie Sep 11 3 clicks

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Substack von Philipp Sep 11 1 click

One of the Best Business Models in the World Just Went on Sale

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The Value Road Sep 10 5 clicks

Zack Buckley on $PRTH's take private

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Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

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IMPP $240M

Henrik Alex Sep 10 3 clicks

Amplitude Q2 26 - Examining The Moat - Rating, Hold.

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AMPL $1.7B

Cestrian Capital Research Sep 10

Single Stock Spotlight #14: Kosmos Energy (KOS)

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KOS $1.6B

Hidden Rock Capital's Newsletter Sep 10 2 clicks

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scuttleblurb Sep 10 1 click

Gaming And Leisure Properties: Guilty By Association With VICI

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Dividend Collection Agency Sep 10

Saturday, September 12, 2026

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

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Laughing Water Capital on X

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